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 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
112+ 7.12% |
$24.2K - $27.1K
|
1.68K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
177+ 3.79% |
$38.3K - $42.9K
|
4.85K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
589+ 3.03% |
$128K - $143K
|
20.1K
$4.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-2- 0.05% |
$433 - $484
|
4.07K
$878K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-200- 7.22% |
$43.3K - $48.4K
|
2.57K
$554K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-216- 1.95% |
$46.8K - $52.3K
|
10.9K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
2.62K+ 7.49% |
$567K - $635K
|
37.6K
$8.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
266+ 2.07% |
$57.6K - $64.4K
|
13.1K
$2.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-71- 4.03% |
$15.4K - $17.2K
|
1.69K
$365K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.23% |
$216 - $242
|
441
$95.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.1% |
$433 - $484
|
1.97K
$425K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-940- 1.21% |
$203K - $228K
|
76.6K
$16.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-137- 0.19% |
$29.7K - $33.2K
|
72.2K
$15.6M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.56K- 47.9% |
$771K - $863K
|
3.88K
$836K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-243- 29.89% |
$52.6K - $58.8K
|
570
$123K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.08% |
$433 - $484
|
2.41K
$521K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.32K+ 12.14% |
$503K - $563K
|
21.5K
$4.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-110- 3.72% |
$23.8K - $26.6K
|
2.85K
$614K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.22KNew |
$481K - $538K
|
2.22K
$479K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.62K- 14.96% |
$350K - $391K
|
9.19K
$1.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
132+ 8.55% |
$28.6K - $32K
|
1.68K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.57K+ 19.05% |
$340K - $380K
|
9.82K
$2.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
25+ 1.03% |
$5.41K - $6.05K
|
2.45K
$528K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-272- 3.11% |
$58.9K - $65.9K
|
8.48K
$1.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-203- 14.49% |
$43.9K - $49.1K
|
1.2K
$258K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-240- 2.95% |
$52K - $58.1K
|
7.91K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-239- 14.2% |
$51.7K - $57.9K
|
1.44K
$311K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
54+ 2.71% |
$11.7K - $13.1K
|
2.05K
$442K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.71K+ 41.18% |
$370K - $414K
|
5.86K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
491+ 143.99% |
$106K - $119K
|
832
$179K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-5- 0.29% |
$1.08K - $1.21K
|
1.7K
$366K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
116+ 1.03% |
$25.1K - $28.1K
|
11.3K
$2.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-293- 1.85% |
$63.4K - $70.9K
|
15.6K
$3.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 1.54% |
$433 - $484
|
128
$27.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
420+ 12.82% |
$90.9K - $102K
|
3.7K
$797K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-463- 0.68% |
$100K - $112K
|
67.9K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.11K- 1.64% |
$240K - $268K
|
66.7K
$14.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.01% |
$216 - $242
|
7.36K
$1.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
151+ 11.97% |
$32.7K - $36.6K
|
1.41K
$305K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
930+ 2.45% |
$201K - $225K
|
38.9K
$8.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-371- 2.35% |
$80.3K - $89.8K
|
15.4K
$3.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-16- 1.29% |
$3.46K - $3.87K
|
1.23K
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
198+ 3.55% |
$42.9K - $47.9K
|
5.78K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-1- 0.01% |
$216 - $242
|
9.58K
$2.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-307K- 78.92% |
$66.3M - $74.2M
|
81.9K
$17.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-763- 23.29% |
$165K - $185K
|
2.51K
$542K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-145- 8.47% |
$31.4K - $35.1K
|
1.57K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-987- 9.29% |
$214K - $239K
|
9.64K
$2.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
718+ 1.23% |
$155K - $174K
|
59K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-689- 3.96% |
$149K - $167K
|
16.7K
$3.6M
|