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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 0.9% |
$2.21K - $2.57K
|
1.23K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-93- 3.88% |
$18.7K - $21.7K
|
2.3K
$528K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8K- 6.8% |
$1.6M - $1.87M
|
110K
$25.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-86- 0.84% |
$17.2K - $20.1K
|
10.2K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 0.5% |
$602 - $701
|
595
$136K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
87+ 8.53% |
$17.4K - $20.3K
|
1.11K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2+ 0.19% |
$401 - $468
|
1.05K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22New |
$4.41K - $5.14K
|
22
$5.04K
|
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
974New |
$195K - $228K
|
974
$223K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-240- 14.06% |
$48.1K - $56.1K
|
1.47K
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.64K+ 20.77% |
$328K - $383K
|
9.52K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.13% |
$201 - $234
|
792
$182K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 0.4% |
$1.2K - $1.4K
|
1.48K
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.16K+ 2.77% |
$232K - $270K
|
42.8K
$9.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.03K+ 22.05% |
$206K - $240K
|
5.69K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
63+ 3.4% |
$12.6K - $14.7K
|
1.92K
$440K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.8K+ 12.58% |
$362K - $422K
|
16.1K
$3.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-156- 19.12% |
$31.3K - $36.5K
|
660
$151K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
620+ 15.87% |
$124K - $145K
|
4.53K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 8.42% |
$4.61K - $5.38K
|
250
$57.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-47- 0.52% |
$9.43K - $11K
|
8.97K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.39K- 0.26% |
$280K - $326K
|
544K
$125M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
972New |
$195K - $227K
|
972
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
950New |
$191K - $222K
|
950
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.45K- 2.54% |
$290K - $338K
|
55.4K
$12.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
53+ 5.21% |
$10.6K - $12.4K
|
1.07K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-500- 1.39% |
$100K - $117K
|
35.6K
$8.16M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-808- 44.49% |
$162K - $189K
|
1.01K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.12% |
$401 - $468
|
1.69K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
2.5KNew |
$502K - $585K
|
2.5K
$574K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 1.15% |
$8.42K - $9.82K
|
3.69K
$846K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
980New |
$197K - $229K
|
980
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.8K- 15.48% |
$361K - $421K
|
9.83K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-187- 7.08% |
$37.5K - $43.7K
|
2.45K
$563K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1+ 0.08% |
$201 - $234
|
1.24K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55+ 0.97% |
$11K - $12.9K
|
5.73K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.03% |
$201 - $234
|
3.32K
$761K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
58+ 9.32% |
$11.6K - $13.6K
|
680
$156K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-77- 3.03% |
$15.4K - $18K
|
2.46K
$565K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.46KNew |
$292K - $340K
|
1.46K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12+ 6.38% |
$2.41K - $2.81K
|
200
$45.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
87+ 2.67% |
$17.4K - $20.3K
|
3.35K
$768K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.08% |
$201 - $234
|
1.24K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.38K- 1.0% |
$476K - $555K
|
235K
$53.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
33+ 17.37% |
$6.62K - $7.71K
|
223
$51.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 15.38% |
$40.1K - $46.8K
|
1.5K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
37.1K+ 1486.73% |
$7.44M - $8.67M
|
39.6K
$9.07M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-45- 0.96% |
$9.02K - $10.5K
|
4.64K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
313+ 5.6% |
$62.8K - $73.2K
|
5.9K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.2KNew |
$241K - $281K
|
1.2K
$275K
|