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 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-126- 7.89% |
$24.8K - $28.2K
|
1.47K
$297K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-153- 0.25% |
$30.1K - $34.2K
|
62.1K
$12.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
29+ 0.08% |
$5.71K - $6.48K
|
35K
$7.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
2.42K+ 25.05% |
$477K - $541K
|
12.1K
$2.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-361- 7.47% |
$71.1K - $80.7K
|
4.47K
$905K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
8.45KNew |
$1.66M - $1.89M
|
8.45K
$1.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
706+ 9.27% |
$139K - $158K
|
8.32K
$1.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-528- 10.03% |
$104K - $118K
|
4.74K
$958K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-61- 2.64% |
$12K - $13.6K
|
2.25K
$455K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
66+ 2.62% |
$13K - $14.7K
|
2.58K
$522K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.64KNew |
$322K - $366K
|
1.64K
$331K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.22% |
$1.77K - $2.01K
|
4.03K
$816K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-15- 1.43% |
$2.95K - $3.35K
|
1.03K
$209K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
60+ 0.1% |
$11.8K - $13.4K
|
62.5K
$12.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
156+ 1.53% |
$30.7K - $34.9K
|
10.4K
$2.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-104- 1.16% |
$20.5K - $23.2K
|
8.83K
$1.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-115- 3.85% |
$22.7K - $25.7K
|
2.87K
$581K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
129+ 9.02% |
$25.4K - $28.8K
|
1.56K
$315K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
208+ 0.62% |
$41K - $46.5K
|
33.6K
$6.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.8K- 73.44% |
$2.91M - $3.3M
|
5.34K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
81+ 1.31% |
$16K - $18.1K
|
6.24K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5.47K- 70.89% |
$1.08M - $1.22M
|
2.25K
$454K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-71- 0.65% |
$14K - $15.9K
|
10.8K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
494+ 9.53% |
$97.3K - $110K
|
5.68K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
53+ 3.12% |
$10.4K - $11.8K
|
1.75K
$355K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
160+ 4.06% |
$31.5K - $35.8K
|
4.1K
$830K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-43- 4.12% |
$8.47K - $9.61K
|
1K
$202K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-78- 4.64% |
$15.4K - $17.4K
|
1.6K
$324K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
594+ 2.23% |
$117K - $133K
|
27.3K
$5.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Sl Advisors, LLC
|
BUY
|
- |
13+ 0.4% |
$2.56K - $2.9K
|
3.24K
$654K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-139- 0.29% |
$27.4K - $31.1K
|
48.4K
$9.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.53KNew |
$300K - $341K
|
1.53K
$308K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-4.26K- 3.83% |
$839K - $952K
|
107K
$21.7M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
67New |
$13.2K - $15K
|
67
$13.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-62- 31.16% |
$12.2K - $13.9K
|
137
$27.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
301+ 5.42% |
$59.3K - $67.3K
|
5.86K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 0.38% |
$19.7K - $22.3K
|
26.2K
$5.31M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-210- 14.2% |
$41.4K - $46.9K
|
1.27K
$257K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
27+ 1.72% |
$5.32K - $6.03K
|
1.59K
$322K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
20+ 0.17% |
$3.94K - $4.47K
|
12K
$2.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
21.5K+ 89.25% |
$4.23M - $4.8M
|
45.6K
$9.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
1.8KNew |
$355K - $402K
|
1.8K
$364K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
363+ 5.45% |
$71.5K - $81.1K
|
7.02K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
14.9K+ 47.76% |
$2.93M - $3.33M
|
46.1K
$9.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.9KNew |
$374K - $424K
|
1.9K
$384K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
24+ 0.78% |
$4.73K - $5.36K
|
3.09K
$625K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-101- 0.89% |
$19.9K - $22.6K
|
11.2K
$2.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.33K+ 6.69% |
$262K - $298K
|
21.2K
$4.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.02K+ 40.2% |
$397K - $450K
|
7.03K
$1.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-96- 1.01% |
$18.9K - $21.5K
|
9.41K
$1.9M
|