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 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11+ 8.03% |
$2.22K - $2.51K
|
148
$34.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11+ 5.79% |
$2.22K - $2.51K
|
201
$47.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.08% |
$2.22K - $2.51K
|
1.03K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
11New |
$2.22K - $2.51K
|
11
$2.58K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 1.01% |
$2.22K - $2.51K
|
1.11K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10+ 0.24% |
$2.02K - $2.28K
|
4.2K
$985K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10+ 0.97% |
$2.02K - $2.28K
|
1.04K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$2.02K - $2.28K
|
10
$2.35K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 6.1% |
$2.02K - $2.28K
|
174
$40.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10+ 1.04% |
$2.02K - $2.28K
|
972
$228K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10New |
$2.02K - $2.28K
|
10
$2.35K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.62% |
$1.82K - $2.06K
|
1.45K
$341K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
9+ 0.07% |
$1.82K - $2.06K
|
13K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9+ 0.12% |
$1.82K - $2.06K
|
7.47K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
8+ 0.13% |
$1.61K - $1.83K
|
6.26K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
8+ 0.1% |
$1.61K - $1.83K
|
8.28K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
8+ 0.38% |
$1.61K - $1.83K
|
2.12K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.14% |
$1.61K - $1.83K
|
5.61K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.52% |
$1.41K - $1.6K
|
1.36K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
7+ 0.32% |
$1.41K - $1.6K
|
2.16K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.1% |
$1.41K - $1.6K
|
6.78K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.01% |
$1.41K - $1.6K
|
122K
$28.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7+ 1.69% |
$1.41K - $1.6K
|
420
$98.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7+ 0.22% |
$1.41K - $1.6K
|
3.16K
$742K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
7New |
$1.41K - $1.6K
|
7
$1.64K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6New |
$1.21K - $1.37K
|
6
$1.41K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6+ 1.91% |
$1.21K - $1.37K
|
320
$75.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
6+ 0.07% |
$1.21K - $1.37K
|
8.11K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
6+ 0.21% |
$1.21K - $1.37K
|
2.88K
$677K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6+ 0.2% |
$1.21K - $1.37K
|
3.07K
$721K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 3.33% |
$1.21K - $1.37K
|
186
$43.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6+ 0.29% |
$1.21K - $1.37K
|
2.06K
$482K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$1.21K - $1.37K
|
6
$1.41K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6+ 0.45% |
$1.21K - $1.37K
|
1.34K
$316K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
6New |
$1.21K - $1.37K
|
6
$1.41K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5+ 0.26% |
$1.01K - $1.14K
|
1.95K
$457K
|
|
|
Jan 14, 2025
Q4 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
5+ 0.11% |
$1.01K - $1.14K
|
4.39K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5+ 0.49% |
$1.01K - $1.14K
|
1.02K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5+ 0.03% |
$1.01K - $1.14K
|
17.2K
$4.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 1.39% |
$1.01K - $1.14K
|
365
$85.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.39% |
$1.01K - $1.14K
|
1.3K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
5+ 0.5% |
$1.01K - $1.14K
|
1.01K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
5+ 0.33% |
$1.01K - $1.14K
|
1.52K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.83% |
$1.01K - $1.14K
|
611
$143K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5+ 0.34% |
$1.01K - $1.14K
|
1.48K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 3.18% |
$1.01K - $1.14K
|
162
$38K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.33% |
$807 - $914
|
1.22K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4+ 0.24% |
$807 - $914
|
1.65K
$388K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4+ 0.2% |
$807 - $914
|
2.04K
$480K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 6.56% |
$807 - $914
|
65
$15.3K
|