Latest Institutional Transactions on Waste Management Inc (WM)
This table provides information on the latest institutional transactions involving Waste Management Inc (WM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-250- 10.0% |
$49.2K - $55.9K
|
2.25K
$461K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-99- 1.48% |
$19.5K - $22.1K
|
6.58K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.51KNew |
$691K - $784K
|
3.51K
$720K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-77- 3.24% |
$15.2K - $17.2K
|
2.3K
$472K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.98K+ 4.17% |
$588K - $667K
|
74.5K
$15.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4K- 33.33% |
$788K - $894K
|
8K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-116- 4.9% |
$22.8K - $25.9K
|
2.25K
$462K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-571- 2.88% |
$112K - $128K
|
19.3K
$3.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
52New |
$10.2K - $11.6K
|
52
$10.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-4.72K- 2.68% |
$930K - $1.05M
|
171K
$35.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
130+ 0.98% |
$25.6K - $29K
|
13.4K
$2.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
29.9K+ 14.61% |
$5.89M - $6.69M
|
235K
$48.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-7- 0.18% |
$1.38K - $1.56K
|
3.97K
$814K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-160- 2.5% |
$31.5K - $35.8K
|
6.25K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
142+ 3.22% |
$28K - $31.7K
|
4.55K
$932K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-518- 1.56% |
$102K - $116K
|
32.7K
$6.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.1K+ 217.16% |
$1.99M - $2.26M
|
14.8K
$3.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-98- 1.99% |
$19.3K - $21.9K
|
4.84K
$992K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.53% |
$591 - $670
|
563
$115K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.17K- 23.5% |
$230K - $261K
|
3.8K
$779K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
125+ 0.41% |
$24.6K - $27.9K
|
30.6K
$6.28M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.14K+ 1.89% |
$224K - $254K
|
61.4K
$12.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.39K- 1.47% |
$274K - $311K
|
93.1K
$19.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2+ 0.07% |
$394 - $447
|
3.06K
$628K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-5- 0.04% |
$985 - $1.12K
|
11.8K
$2.41M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.19K- 1.77% |
$235K - $267K
|
66.1K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.88K- 17.45% |
$962K - $1.09M
|
23.1K
$4.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
539+ 0.89% |
$106K - $120K
|
61.1K
$12.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.93% |
$4.92K - $5.59K
|
2.67K
$548K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-74- 0.45% |
$14.6K - $16.5K
|
16.3K
$3.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-36- 1.46% |
$7.09K - $8.04K
|
2.42K
$497K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
4+ 0.38% |
$788 - $894
|
1.04K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
555+ 0.62% |
$109K - $124K
|
90.6K
$18.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-919- 0.2% |
$181K - $205K
|
457K
$93.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-66- 38.6% |
$13K - $14.7K
|
105
$21.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
15+ 0.09% |
$2.95K - $3.35K
|
17.1K
$3.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
191+ 10.13% |
$37.6K - $42.7K
|
2.08K
$426K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.22% |
$1.38K - $1.56K
|
3.14K
$644K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
2.23K+ 2.57% |
$439K - $498K
|
89.1K
$18.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.54K+ 10.84% |
$304K - $345K
|
15.8K
$3.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-446- 2.3% |
$87.8K - $99.7K
|
19K
$3.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-243- 0.52% |
$47.9K - $54.3K
|
46.6K
$9.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3- 0.02% |
$591 - $670
|
16.3K
$3.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
110+ 3.38% |
$21.7K - $24.6K
|
3.36K
$690K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$1.58K - $1.79K
|
8
$1.64K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
885+ 4.81% |
$174K - $198K
|
19.3K
$3.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-43- 0.17% |
$8.47K - $9.61K
|
24.9K
$5.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-177- 0.14% |
$34.9K - $39.6K
|
125K
$25.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
999+ 36.97% |
$197K - $223K
|
3.7K
$759K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
2.69K+ 30.65% |
$530K - $601K
|
11.5K
$2.35M
|