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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-80- 0.4% |
$17.3K - $19.4K
|
19.8K
$4.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-1.89K- 97.62% |
$409K - $457K
|
46
$9.92K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.16K+ 21.25% |
$467K - $523K
|
12.3K
$2.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
98+ 6.18% |
$21.2K - $23.7K
|
1.68K
$363K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.7K+ 3.07% |
$368K - $411K
|
57.1K
$12.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
17+ 0.02% |
$3.68K - $4.12K
|
81.1K
$17.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 16.77% |
$26.6M - $29.8M
|
857K
$185M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
81New |
$17.5K - $19.6K
|
81
$17.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.9K+ 3.39% |
$1.06M - $1.19M
|
150K
$32.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.49% |
$216 - $242
|
204
$44K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-198- 1.44% |
$42.9K - $47.9K
|
13.6K
$2.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
20+ 1.4% |
$4.33K - $4.84K
|
1.44K
$311K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
123+ 4.22% |
$26.6K - $29.8K
|
3.04K
$655K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
251+ 0.66% |
$54.3K - $60.8K
|
38.2K
$8.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
732+ 0.13% |
$158K - $177K
|
551K
$119M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-459- 0.33% |
$99.4K - $111K
|
140K
$30.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-269- 1.39% |
$58.2K - $65.1K
|
19.1K
$4.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.86K+ 158.87% |
$619K - $692K
|
4.66K
$1M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-2- 0.08% |
$433 - $484
|
2.46K
$530K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.01K- 12.76% |
$651K - $728K
|
20.6K
$4.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-82- 4.28% |
$17.8K - $19.9K
|
1.84K
$396K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
335+ 2.41% |
$72.5K - $81.1K
|
14.3K
$3.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-650- 9.02% |
$141K - $157K
|
6.56K
$1.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-5.47K- 4.57% |
$1.18M - $1.32M
|
114K
$24.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
44+ 1.96% |
$9.52K - $10.7K
|
2.29K
$494K
|
|
|
Jul 30, 2025
Q2 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
280+ 0.47% |
$60.6K - $67.8K
|
59.4K
$12.8M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
25New |
$5.41K - $6.05K
|
25
$5.39K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
15+ 2.79% |
$3.25K - $3.63K
|
553
$119K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
992New |
$215K - $240K
|
992
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-5- 0.08% |
$1.08K - $1.21K
|
6.05K
$1.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
1.24KNew |
$268K - $300K
|
1.24K
$267K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.34% |
$649 - $726
|
898
$194K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-44- 1.33% |
$9.52K - $10.7K
|
3.26K
$703K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.38K+ 3.99% |
$731K - $818K
|
88.1K
$19M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
29+ 93.55% |
$6.28K - $7.02K
|
60
$12.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-25- 0.39% |
$5.41K - $6.05K
|
6.35K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
641+ 2.12% |
$139K - $155K
|
30.9K
$6.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
BUY
|
- |
7.58K+ 31.19% |
$1.64M - $1.83M
|
31.9K
$6.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.82K- 6.79% |
$394K - $441K
|
25K
$5.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
18.4KNew |
$3.99M - $4.46M
|
18.4K
$3.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
4+ 0.04% |
$866 - $968
|
9.69K
$2.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Terra Alpha Investments LLC
Washington, DC |
SELL
|
- |
-150- 0.67% |
$32.5K - $36.3K
|
22.1K
$4.76M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.4K+ 32.72% |
$2.26M - $2.52M
|
42.3K
$9.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.01K+ 148.87% |
$867K - $970K
|
6.7K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
12+ 0.41% |
$2.6K - $2.91K
|
2.97K
$640K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
215+ 0.83% |
$46.5K - $52.1K
|
26K
$5.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-203- 6.47% |
$43.9K - $49.1K
|
2.94K
$633K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
28+ 3.17% |
$6.06K - $6.78K
|
912
$197K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.89K- 23.6% |
$843K - $942K
|
12.6K
$2.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-6- 0.51% |
$1.3K - $1.45K
|
1.16K
$250K
|