Purchases and Sales Made in Q4 2024 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q4 2024. The information is specifically focused on institutions that hold shares of WASTE MANAGEMENT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
45+ 0.17% |
$9.08K - $10.3K
|
27.3K
$6.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
44+ 9.84% |
$8.88K - $10.1K
|
491
$115K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
44+ 0.38% |
$8.88K - $10.1K
|
11.7K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
44+ 1.15% |
$8.88K - $10.1K
|
3.87K
$908K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
44+ 0.59% |
$8.88K - $10.1K
|
7.53K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
43+ 1.51% |
$8.68K - $9.82K
|
2.9K
$680K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
43+ 2.08% |
$8.68K - $9.82K
|
2.12K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
42+ 0.23% |
$8.48K - $9.6K
|
18.7K
$4.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
42New |
$8.48K - $9.6K
|
42
$9.86K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
42+ 3.25% |
$8.48K - $9.6K
|
1.33K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
41+ 3.21% |
$8.27K - $9.37K
|
1.32K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
41+ 7.06% |
$8.27K - $9.37K
|
622
$146K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
40+ 0.49% |
$8.07K - $9.14K
|
8.2K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
38+ 3.12% |
$7.67K - $8.68K
|
1.26K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
37+ 0.64% |
$7.47K - $8.45K
|
5.84K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
36+ 0.75% |
$7.26K - $8.22K
|
4.82K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
35+ 2.95% |
$7.06K - $8K
|
1.22K
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
34+ 1.78% |
$6.86K - $7.77K
|
1.94K
$456K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
33+ 0.93% |
$6.66K - $7.54K
|
3.59K
$843K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
33+ 1.12% |
$6.66K - $7.54K
|
2.97K
$698K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
32+ 1.07% |
$6.46K - $7.31K
|
3.03K
$711K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31+ 0.83% |
$6.26K - $7.08K
|
3.76K
$883K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
31+ 30.39% |
$6.26K - $7.08K
|
133
$31.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30+ 0.2% |
$6.05K - $6.85K
|
15.3K
$3.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
30+ 0.26% |
$6.05K - $6.85K
|
11.4K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
30New |
$6.05K - $6.85K
|
30
$7.04K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
29+ 2.91% |
$5.85K - $6.63K
|
1.03K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29New |
$5.85K - $6.63K
|
29
$6.81K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
29+ 2.34% |
$5.85K - $6.63K
|
1.27K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
29+ 2.4% |
$5.85K - $6.63K
|
1.24K
$291K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
28+ 2.32% |
$5.65K - $6.4K
|
1.24K
$290K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28+ 2.03% |
$5.65K - $6.4K
|
1.41K
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28+ 0.13% |
$5.65K - $6.4K
|
20.9K
$4.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
28+ 0.05% |
$5.65K - $6.4K
|
55.6K
$13.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
28+ 0.09% |
$5.65K - $6.4K
|
32.7K
$7.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
28+ 0.94% |
$5.65K - $6.4K
|
3.02K
$709K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
28+ 2.37% |
$5.65K - $6.4K
|
1.21K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
26+ 1.34% |
$5.25K - $5.94K
|
1.97K
$462K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
25+ 1.7% |
$5.04K - $5.71K
|
1.5K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 1.21% |
$5.04K - $5.71K
|
2.1K
$492K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 12.2% |
$5.04K - $5.71K
|
230
$54K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
25+ 0.33% |
$5.04K - $5.71K
|
7.61K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
24+ 0.29% |
$4.84K - $5.48K
|
8.22K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
24+ 0.84% |
$4.84K - $5.48K
|
2.88K
$677K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
24New |
$4.84K - $5.48K
|
24
$5.63K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
24+ 0.21% |
$4.84K - $5.48K
|
11.6K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
24New |
$4.84K - $5.48K
|
24
$5.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
23+ 1.69% |
$4.64K - $5.25K
|
1.39K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23+ 1.82% |
$4.64K - $5.25K
|
1.29K
$303K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 2.32% |
$4.64K - $5.25K
|
1.01K
$238K
|