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 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-8.26K- 1.62% |
$1.79M - $2M
|
500K
$108M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.01KNew |
$219K - $245K
|
1.01K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.31K+ 13.92% |
$283K - $316K
|
10.7K
$2.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.33K- 14.59% |
$505K - $565K
|
13.7K
$2.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
106+ 1.03% |
$22.9K - $25.7K
|
10.4K
$2.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-667- 0.55% |
$144K - $161K
|
121K
$26.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
726+ 58.98% |
$157K - $176K
|
1.96K
$422K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
5+ 0.33% |
$1.08K - $1.21K
|
1.53K
$330K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-694- 9.33% |
$150K - $168K
|
6.74K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-7.89K- 10.16% |
$1.71M - $1.91M
|
69.7K
$15M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
24+ 31.58% |
$5.2K - $5.81K
|
100
$21.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-576- 1.92% |
$125K - $139K
|
29.5K
$6.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
39+ 3.17% |
$8.44K - $9.44K
|
1.27K
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
95+ 6.76% |
$20.6K - $23K
|
1.5K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
97+ 2.68% |
$21K - $23.5K
|
3.72K
$802K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-71- 40.34% |
$15.4K - $17.2K
|
105
$22.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
38+ 3.97% |
$8.23K - $9.2K
|
996
$215K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10+ 1.04% |
$2.16K - $2.42K
|
973
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-175- 6.68% |
$37.9K - $42.4K
|
2.45K
$527K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
497+ 3.85% |
$108K - $120K
|
13.4K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-201- 0.86% |
$43.5K - $48.7K
|
23.3K
$5.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
985New |
$213K - $238K
|
985
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-247- 7.85% |
$53.5K - $59.8K
|
2.9K
$625K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-992- 5.9% |
$215K - $240K
|
15.8K
$3.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.4K- 52.84% |
$735K - $822K
|
3.03K
$654K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
45+ 1.1% |
$9.74K - $10.9K
|
4.12K
$889K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
23+ 0.33% |
$4.98K - $5.57K
|
7.07K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
7.78K+ 2.86% |
$1.69M - $1.88M
|
280K
$60.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
14+ 0.69% |
$3.03K - $3.39K
|
2.05K
$441K
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-14.5K- 37.92% |
$3.15M - $3.52M
|
23.8K
$5.13M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
158+ 8.13% |
$34.2K - $38.3K
|
2.1K
$453K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-147- 2.2% |
$31.8K - $35.6K
|
6.55K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.99K+ 9.71% |
$430K - $481K
|
22.4K
$4.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
1.57KNew |
$341K - $381K
|
1.57K
$339K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
365+ 4.01% |
$79K - $88.4K
|
9.46K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5+ 0.16% |
$1.08K - $1.21K
|
3.21K
$693K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
216+ 1.77% |
$46.8K - $52.3K
|
12.4K
$2.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
39+ 2.1% |
$8.44K - $9.44K
|
1.9K
$409K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
189+ 1.74% |
$40.9K - $45.8K
|
11K
$2.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-19- 0.71% |
$4.11K - $4.6K
|
2.65K
$572K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-361- 29.79% |
$78.1K - $87.4K
|
851
$184K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-52- 1.24% |
$11.3K - $12.6K
|
4.15K
$894K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
330+ 0.35% |
$71.4K - $79.9K
|
95.5K
$20.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-25- 0.32% |
$5.41K - $6.05K
|
7.89K
$1.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-101K- 83.11% |
$21.8M - $24.4M
|
20.5K
$4.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
748+ 6.85% |
$162K - $181K
|
11.7K
$2.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-16.1K- 65.93% |
$3.48M - $3.89M
|
8.31K
$1.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-51- 3.82% |
$11K - $12.3K
|
1.29K
$277K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.42K- 0.53% |
$307K - $344K
|
265K
$57.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-8- 0.05% |
$1.73K - $1.94K
|
17.3K
$3.72M
|