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 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-50- 1.91% |
$10.8K - $12.1K
|
2.57K
$553K
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
347New |
$75.1K - $84K
|
347
$74.8K
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-370- 5.72% |
$80.1K - $89.6K
|
6.1K
$1.31M
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-112- 0.47% |
$24.2K - $27.1K
|
23.9K
$5.15M
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.08% |
$216 - $242
|
1.27K
$274K
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6+ 0.65% |
$1.3K - $1.45K
|
934
$201K
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-283- 0.62% |
$61.3K - $68.5K
|
45.5K
$9.82M
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
13+ 1.19% |
$2.81K - $3.15K
|
1.11K
$239K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
91New |
$19.7K - $22K
|
91
$19.6K
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
362+ 35.11% |
$78.4K - $87.6K
|
1.39K
$300K
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
147+ 6.75% |
$31.8K - $35.6K
|
2.32K
$501K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-22- 6.04% |
$4.76K - $5.33K
|
342
$73.8K
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
70+ 0.36% |
$15.2K - $16.9K
|
19.4K
$4.19M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
323+ 3.94% |
$69.9K - $78.2K
|
8.52K
$1.84M
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-12- 1.26% |
$2.6K - $2.91K
|
940
$203K
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-22- 1.14% |
$4.76K - $5.33K
|
1.92K
$413K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
178+ 8.63% |
$38.5K - $43.1K
|
2.24K
$483K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32+ 0.2% |
$6.93K - $7.75K
|
16.4K
$3.53M
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-780- 5.31% |
$169K - $189K
|
13.9K
$3M
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-225- 8.53% |
$48.7K - $54.5K
|
2.41K
$521K
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-461K- 10.75% |
$99.8M - $112M
|
3.83M
$826M
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
284+ 8.05% |
$61.5K - $68.8K
|
3.81K
$822K
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
57+ 1.94% |
$12.3K - $13.8K
|
2.99K
$645K
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-10- 0.26% |
$2.16K - $2.42K
|
3.78K
$815K
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.38K+ 35.24% |
$299K - $334K
|
5.29K
$1.14M
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-50- 4.42% |
$10.8K - $12.1K
|
1.08K
$233K
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.61K- 12.08% |
$348K - $389K
|
11.7K
$2.52M
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-73- 1.99% |
$15.8K - $17.7K
|
3.6K
$777K
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.94K+ 1.01% |
$420K - $470K
|
194K
$41.9M
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-127- 9.94% |
$27.5K - $30.7K
|
1.15K
$248K
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-10- 0.46% |
$2.16K - $2.42K
|
2.16K
$465K
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
400+ 26.67% |
$86.6K - $96.8K
|
1.9K
$410K
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-7- 0.36% |
$1.52K - $1.69K
|
1.91K
$412K
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-19- 0.95% |
$4.11K - $4.6K
|
1.99K
$429K
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-143- 4.29% |
$31K - $34.6K
|
3.19K
$688K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
155+ 1.29% |
$33.6K - $37.5K
|
12.1K
$2.62M
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.53K- 6.93% |
$330K - $369K
|
20.5K
$4.42M
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-93- 0.68% |
$20.1K - $22.5K
|
13.6K
$2.93M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
62+ 4.82% |
$13.4K - $15K
|
1.35K
$290K
|
|
Jul 29, 2025
Q2 2025
|
Palmer Knight CO
|
SELL
|
- |
-150- 0.38% |
$32.5K - $36.3K
|
39.2K
$8.46M
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-77.9K- 72.2% |
$16.9M - $18.9M
|
30K
$6.47M
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
253New |
$54.8K - $61.3K
|
253
$54.6K
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-477- 1.12% |
$103K - $115K
|
42K
$9.06M
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
171+ 2.09% |
$37K - $41.4K
|
8.37K
$1.8M
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
38+ 1.52% |
$8.23K - $9.2K
|
2.54K
$547K
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
825+ 1.38% |
$179K - $200K
|
60.7K
$13.1M
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
1.44K+ 1.09% |
$312K - $349K
|
134K
$29M
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
53+ 3.32% |
$11.5K - $12.8K
|
1.65K
$356K
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.38KNew |
$298K - $333K
|
1.38K
$297K
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
16+ 1.66% |
$3.46K - $3.87K
|
978
$211K
|