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 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-105- 3.13% |
$22.7K - $25.4K
|
3.25K
$701K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.61K- 9.95% |
$349K - $390K
|
14.6K
$3.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.05% |
$216 - $242
|
2.15K
$463K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
6.6K+ 3.44% |
$1.43M - $1.6M
|
199K
$42.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
11New |
$2.38K - $2.66K
|
11
$2.37K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
60+ 0.38% |
$13K - $14.5K
|
16K
$3.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.24K- 6.67% |
$269K - $301K
|
17.4K
$3.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-30- 1.33% |
$6.49K - $7.26K
|
2.23K
$482K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13+ 13.54% |
$2.81K - $3.15K
|
109
$23.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.53% |
$64.9K - $72.6K
|
19.3K
$4.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-490- 22.9% |
$106K - $119K
|
1.65K
$356K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
4.18KNew |
$906K - $1.01M
|
4.18K
$902K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
190+ 18.55% |
$41.1K - $46K
|
1.21K
$262K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-303- 25.85% |
$65.6K - $73.4K
|
869
$187K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-14- 46.67% |
$3.03K - $3.39K
|
16
$3.45K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
23+ 1.08% |
$4.98K - $5.57K
|
2.16K
$465K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
36+ 1.21% |
$7.79K - $8.72K
|
3.01K
$650K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
91+ 4.92% |
$19.7K - $22K
|
1.94K
$418K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
72+ 0.49% |
$15.6K - $17.4K
|
14.7K
$3.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.59K+ 6.58% |
$560K - $626K
|
41.9K
$9.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
400+ 37.28% |
$86.6K - $96.8K
|
1.47K
$318K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-150- 7.93% |
$32.5K - $36.3K
|
1.74K
$376K
|
|
|
Jul 23, 2025
Q2 2025
|
Mirova Us LLC
|
BUY
|
- |
54.5K+ 3.73% |
$11.8M - $13.2M
|
1.52M
$327M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
95.4K+ 30.78% |
$20.7M - $23.1M
|
405K
$87.4M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
49+ 0.84% |
$10.6K - $11.9K
|
5.86K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1K+ 448.43% |
$216K - $242K
|
1.22K
$264K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
39+ 2.34% |
$8.44K - $9.44K
|
1.7K
$367K
|
|
|
Jul 23, 2025
Q2 2025
|
Sitrin Capital Management LLC
|
SELL
|
- |
-3.91K- 12.11% |
$846K - $946K
|
28.4K
$6.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
205+ 3.05% |
$44.4K - $49.6K
|
6.93K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-769- 4.1% |
$166K - $186K
|
18K
$3.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-1.3K- 58.02% |
$281K - $314K
|
940
$203K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.05K- 3.75% |
$226K - $253K
|
26.8K
$5.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-2.15K- 50.07% |
$465K - $521K
|
2.14K
$462K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-523- 6.29% |
$113K - $127K
|
7.79K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-85- 0.41% |
$18.4K - $20.6K
|
20.7K
$4.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
52+ 0.98% |
$11.3K - $12.6K
|
5.34K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$216 - $242
|
1.57K
$338K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-236- 1.97% |
$51.1K - $57.1K
|
11.7K
$2.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
188+ 5.82% |
$40.7K - $45.5K
|
3.42K
$738K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-71- 1.26% |
$15.4K - $17.2K
|
5.58K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-729- 3.72% |
$158K - $176K
|
18.9K
$4.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-31- 0.47% |
$6.71K - $7.51K
|
6.58K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.09KNew |
$451K - $505K
|
2.09K
$450K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-6.72K- 3.09% |
$1.45M - $1.63M
|
211K
$45.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.15K+ 122.58% |
$249K - $279K
|
2.09K
$451K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
17+ 1.3% |
$3.68K - $4.12K
|
1.32K
$285K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
93.8K+ 166.59% |
$20.3M - $22.7M
|
150K
$32.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
53+ 5.9% |
$11.5K - $12.8K
|
951
$205K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
6.15K+ 30.09% |
$1.33M - $1.49M
|
26.6K
$5.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-938- 8.56% |
$203K - $227K
|
10K
$2.16M
|