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 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-236- 1.83% |
$46.5K - $52.7K
|
12.7K
$2.57M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.79K+ 1.4% |
$352K - $399K
|
129K
$26.1M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-963- 0.65% |
$190K - $215K
|
146K
$29.6M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
79+ 0.69% |
$15.6K - $17.7K
|
11.5K
$2.33M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.76K- 1.42% |
$740K - $839K
|
261K
$52.7M
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
255+ 1.86% |
$50.2K - $57K
|
13.9K
$2.82M
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.05K+ 60.82% |
$206K - $234K
|
2.77K
$560K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
38+ 1.17% |
$7.48K - $8.49K
|
3.28K
$663K
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25+ 0.47% |
$4.92K - $5.59K
|
5.31K
$1.07M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 1.49% |
$5.91K - $6.7K
|
2.04K
$412K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
250+ 20.85% |
$49.2K - $55.9K
|
1.45K
$293K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
168+ 3.64% |
$33.1K - $37.5K
|
4.78K
$967K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-690- 0.51% |
$136K - $154K
|
133K
$27M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-819- 4.55% |
$161K - $183K
|
17.2K
$3.48M
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-137- 0.93% |
$27K - $30.6K
|
14.6K
$2.96M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
78+ 6.5% |
$15.4K - $17.4K
|
1.28K
$259K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.99KNew |
$392K - $445K
|
1.99K
$403K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-82- 11.65% |
$16.2K - $18.3K
|
622
$126K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
567+ 2.6% |
$112K - $127K
|
22.4K
$4.53M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-345- 0.37% |
$68K - $77.1K
|
93.3K
$18.9M
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-20- 0.8% |
$3.94K - $4.47K
|
2.49K
$503K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 14.29% |
$394 - $447
|
16
$3.24K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
140+ 1.13% |
$27.6K - $31.3K
|
12.5K
$2.53M
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.5% |
$1.97K - $2.23K
|
1.99K
$402K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.8K+ 417.29% |
$551K - $626K
|
3.47K
$702K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-429- 2.42% |
$84.5K - $95.9K
|
17.3K
$3.5M
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-2- 0.07% |
$394 - $447
|
2.77K
$560K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.19% |
$788 - $894
|
2.07K
$419K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-37- 0.02% |
$7.29K - $8.27K
|
232K
$46.9M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-297- 1.59% |
$58.5K - $66.4K
|
18.4K
$3.72M
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-242- 5.87% |
$47.7K - $54.1K
|
3.88K
$784K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-106- 1.11% |
$20.9K - $23.7K
|
9.45K
$1.91M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-942- 46.34% |
$186K - $210K
|
1.09K
$221K
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 6.49% |
$228K - $259K
|
16.7K
$3.38M
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
601+ 0.88% |
$118K - $134K
|
69.1K
$14M
|
|
Oct 10, 2024
Q3 2024
|
Covea Finance
|
SELL
|
- |
-5.5K- 2.28% |
$1.08M - $1.23M
|
236K
$47.7M
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.25% |
$591 - $670
|
1.23K
$248K
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-461- 20.12% |
$90.8K - $103K
|
1.83K
$370K
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
260+ 2.45% |
$51.2K - $58.1K
|
10.9K
$2.2M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-626- 5.19% |
$123K - $140K
|
11.4K
$2.31M
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-500- 7.84% |
$98.5K - $112K
|
5.88K
$1.19M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
619+ 14.12% |
$122K - $138K
|
5K
$1.01M
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
285+ 7.94% |
$56.1K - $63.7K
|
3.87K
$784K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-109- 1.69% |
$21.5K - $24.4K
|
6.34K
$1.28M
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
135+ 10.93% |
$26.6K - $30.2K
|
1.37K
$277K
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
52New |
$10.2K - $11.6K
|
52
$10.5K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
50+ 4.69% |
$9.85K - $11.2K
|
1.12K
$226K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.66K- 3.55% |
$328K - $372K
|
45.2K
$9.15M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
433+ 21.65% |
$85.3K - $96.8K
|
2.43K
$492K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-50- 0.44% |
$9.85K - $11.2K
|
11.4K
$2.3M
|