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 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
22+ 0.1% |
$4.44K - $5.03K
|
21.9K
$5.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22+ 5.49% |
$4.44K - $5.03K
|
423
$99.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
22+ 0.71% |
$4.44K - $5.03K
|
3.11K
$730K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22+ 0.23% |
$4.44K - $5.03K
|
9.44K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 0.86% |
$4.24K - $4.8K
|
2.45K
$575K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 0.87% |
$4.24K - $4.8K
|
2.45K
$574K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
20+ 19.61% |
$4.04K - $4.57K
|
122
$28.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
20+ 0.23% |
$4.04K - $4.57K
|
8.75K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
20+ 0.57% |
$4.04K - $4.57K
|
3.56K
$835K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
20+ 1.41% |
$4.04K - $4.57K
|
1.44K
$338K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
20+ 0.21% |
$4.04K - $4.57K
|
9.58K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20New |
$4.04K - $4.57K
|
20
$4.7K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
19+ 1.93% |
$3.83K - $4.34K
|
1K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
18New |
$3.63K - $4.11K
|
18
$4.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
18+ 1.23% |
$3.63K - $4.11K
|
1.48K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
18+ 0.36% |
$3.63K - $4.11K
|
5.02K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
17New |
$3.43K - $3.88K
|
17
$3.99K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
17+ 0.91% |
$3.43K - $3.88K
|
1.89K
$443K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
16+ 0.71% |
$3.23K - $3.66K
|
2.26K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
16+ 0.49% |
$3.23K - $3.66K
|
3.26K
$766K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
16+ 1.43% |
$3.23K - $3.66K
|
1.13K
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
16+ 0.76% |
$3.23K - $3.66K
|
2.12K
$497K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
16New |
$3.23K - $3.66K
|
16
$3.76K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
16+ 0.96% |
$3.23K - $3.66K
|
1.68K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
16+ 1.5% |
$3.23K - $3.66K
|
1.08K
$254K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15+ 19.23% |
$3.03K - $3.43K
|
93
$21.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15+ 0.05% |
$3.03K - $3.43K
|
29.8K
$6.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
15+ 1.14% |
$3.03K - $3.43K
|
1.33K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
15+ 0.21% |
$3.03K - $3.43K
|
7.05K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
15+ 1.2% |
$3.03K - $3.43K
|
1.27K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
15+ 0.76% |
$3.03K - $3.43K
|
1.99K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
BUY
|
- |
15+ 1.03% |
$3.03K - $3.43K
|
1.48K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
14+ 0.94% |
$2.83K - $3.2K
|
1.5K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
14+ 2.54% |
$2.83K - $3.2K
|
565
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
14New |
$2.83K - $3.2K
|
14
$3.29K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13+ 1.29% |
$2.62K - $2.97K
|
1.02K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
13+ 0.06% |
$2.62K - $2.97K
|
22.2K
$5.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
13+ 0.4% |
$2.62K - $2.97K
|
3.29K
$773K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 1.28% |
$2.62K - $2.97K
|
1.03K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 1.7% |
$2.62K - $2.97K
|
779
$183K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13+ 0.06% |
$2.62K - $2.97K
|
22.5K
$5.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
13New |
$2.62K - $2.97K
|
13
$3.05K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12+ 0.73% |
$2.42K - $2.74K
|
1.66K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12+ 0.59% |
$2.42K - $2.74K
|
2.03K
$477K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
12+ 1.19% |
$2.42K - $2.74K
|
1.02K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
12New |
$2.42K - $2.74K
|
12
$2.82K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12+ 0.17% |
$2.42K - $2.74K
|
7.16K
$1.68M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.94% |
$2.22K - $2.51K
|
1.18K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$2.22K - $2.51K
|
11
$2.58K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 6.63% |
$2.22K - $2.51K
|
177
$41.6K
|