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 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
259+ 27.58% |
$51K - $57.9K
|
1.2K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-4- 6.06% |
$788 - $894
|
62
$12.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.46K- 21.45% |
$1.07M - $1.22M
|
20K
$4.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
93+ 6.34% |
$18.3K - $20.8K
|
1.56K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 3.5% |
$3.35K - $3.8K
|
503
$103K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-54- 4.43% |
$10.6K - $12.1K
|
1.17K
$239K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.13K+ 17.27% |
$616K - $699K
|
21.3K
$4.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
49+ 1.9% |
$9.65K - $10.9K
|
2.63K
$539K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$591 - $670
|
1.87K
$384K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-820- 22.33% |
$162K - $183K
|
2.85K
$585K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
21+ 1.05% |
$4.14K - $4.69K
|
2.02K
$414K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-75- 0.49% |
$14.8K - $16.8K
|
15.2K
$3.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-12- 0.43% |
$2.36K - $2.68K
|
2.76K
$566K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-110- 0.13% |
$21.7K - $24.6K
|
85.4K
$17.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
615+ 6.7% |
$121K - $137K
|
9.8K
$2.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-41- 1.05% |
$8.08K - $9.16K
|
3.87K
$794K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.6KNew |
$512K - $580K
|
2.6K
$532K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
26+ 1.25% |
$5.12K - $5.81K
|
2.1K
$431K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-310- 7.18% |
$61.1K - $69.3K
|
4.01K
$822K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
210+ 15.02% |
$41.4K - $46.9K
|
1.61K
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.09K- 7.54% |
$215K - $244K
|
13.4K
$2.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
294+ 4.73% |
$57.9K - $65.7K
|
6.52K
$1.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.7K- 66.79% |
$532K - $604K
|
1.34K
$275K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-7.8K- 86.34% |
$1.54M - $1.74M
|
1.23K
$253K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-930- 57.73% |
$183K - $208K
|
681
$140K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.2K- 69.43% |
$434K - $492K
|
969
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.53% |
$394 - $447
|
380
$77.9K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
206+ 20.62% |
$40.6K - $46K
|
1.21K
$247K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
39+ 1.48% |
$7.68K - $8.71K
|
2.67K
$547K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1- 0.07% |
$197 - $223
|
1.48K
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-665- 0.86% |
$131K - $149K
|
76.8K
$15.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-246- 3.9% |
$48.5K - $55K
|
6.07K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
4.79KNew |
$943K - $1.07M
|
4.79K
$982K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
35.8K+ 109.29% |
$7.06M - $8.01M
|
68.6K
$14.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
53+ 2.36% |
$10.4K - $11.8K
|
2.3K
$471K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-53- 3.74% |
$10.4K - $11.8K
|
1.36K
$280K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
11.4K+ 9.67% |
$2.24M - $2.54M
|
129K
$26.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-110- 0.38% |
$21.7K - $24.6K
|
28.5K
$5.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-218- 1.03% |
$42.9K - $48.7K
|
20.9K
$4.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
557+ 9.67% |
$110K - $124K
|
6.32K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
9+ 0.76% |
$1.77K - $2.01K
|
1.19K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-55.6K- 27.08% |
$10.9M - $12.4M
|
150K
$30.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.83K+ 21.12% |
$360K - $408K
|
10.5K
$2.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.46% |
$2.36K - $2.68K
|
2.6K
$533K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
144+ 0.65% |
$28.4K - $32.2K
|
22.2K
$4.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$1.77K - $2.01K
|
3.06K
$627K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
349+ 4.23% |
$68.7K - $78K
|
8.61K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-979- 1.72% |
$193K - $219K
|
55.9K
$11.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.04K- 3.61% |
$1.78M - $2.02M
|
241K
$49.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
278+ 20.37% |
$54.8K - $62.1K
|
1.64K
$337K
|