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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.81% |
$1.58K - $1.79K
|
999
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2+ 0.12% |
$394 - $447
|
1.73K
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
196+ 3.01% |
$38.6K - $43.8K
|
6.7K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-71- 0.37% |
$14K - $15.9K
|
19.2K
$3.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-46- 1.99% |
$9.06K - $10.3K
|
2.26K
$463K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.81K+ 6.13% |
$356K - $404K
|
31.3K
$6.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.29K- 4.4% |
$254K - $288K
|
28K
$5.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-350- 17.25% |
$68.9K - $78.2K
|
1.68K
$344K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
130+ 9.69% |
$25.6K - $29K
|
1.47K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-140- 0.92% |
$27.6K - $31.3K
|
15.2K
$3.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.73K+ 3.24% |
$341K - $387K
|
55.1K
$11.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
10+ 0.15% |
$1.97K - $2.23K
|
6.77K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Palmer Knight CO
|
SELL
|
- |
-257- 0.64% |
$50.6K - $57.4K
|
39.8K
$8.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-114- 1.42% |
$22.5K - $25.5K
|
7.93K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.16% |
$394 - $447
|
1.27K
$260K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
12.6K+ 67.2% |
$2.48M - $2.82M
|
31.4K
$6.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
145+ 0.53% |
$28.6K - $32.4K
|
27.5K
$5.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
976+ 64.72% |
$192K - $218K
|
2.48K
$509K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.06K+ 3.81% |
$209K - $237K
|
28.9K
$5.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.69K- 0.79% |
$530K - $602K
|
339K
$69.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
167+ 7.51% |
$32.9K - $37.3K
|
2.39K
$490K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-436- 1.44% |
$85.9K - $97.4K
|
29.8K
$6.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-38- 0.99% |
$7.48K - $8.49K
|
3.79K
$778K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-320- 2.03% |
$63K - $71.5K
|
15.4K
$3.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
28.3K+ 6.25% |
$5.57M - $6.32M
|
481K
$98.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
936+ 2.9% |
$184K - $209K
|
33.2K
$6.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.2% |
$788 - $894
|
1.97K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
157+ 50.65% |
$30.9K - $35.1K
|
467
$95.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
32+ 2.52% |
$6.3K - $7.15K
|
1.3K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-48- 3.05% |
$9.45K - $10.7K
|
1.53K
$313K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-134- 4.11% |
$26.4K - $29.9K
|
3.13K
$641K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
308+ 1.43% |
$60.7K - $68.8K
|
21.9K
$4.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-6.27K- 3.19% |
$1.23M - $1.4M
|
190K
$39M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.4K- 4.16% |
$275K - $312K
|
32.2K
$6.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-38- 1.67% |
$7.48K - $8.49K
|
2.24K
$458K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1- 0.03% |
$197 - $223
|
3.02K
$618K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.36K- 20.89% |
$268K - $304K
|
5.15K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-29- 11.42% |
$5.71K - $6.48K
|
225
$46.1K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-371- 1.85% |
$73.1K - $82.9K
|
19.7K
$4.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16+ 1.16% |
$3.15K - $3.58K
|
1.4K
$286K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5K- 3.12% |
$985K - $1.12M
|
155K
$31.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
17.7K+ 14.04% |
$3.48M - $3.95M
|
144K
$29.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-151- 6.8% |
$29.7K - $33.7K
|
2.07K
$425K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-896- 1.58% |
$176K - $200K
|
55.7K
$11.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
573+ 3.68% |
$113K - $128K
|
16.1K
$3.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
455+ 0.33% |
$89.6K - $102K
|
140K
$28.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
485+ 20.86% |
$95.5K - $108K
|
2.81K
$576K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.82K- 19.8% |
$359K - $407K
|
7.38K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
51+ 2.35% |
$10K - $11.4K
|
2.22K
$455K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.12K+ 3.86% |
$615K - $697K
|
84K
$17.2M
|