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 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
170+ 1.79% |
$34.1K - $39.7K
|
9.68K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15+ 9.04% |
$3.01K - $3.51K
|
181
$41.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.36K+ 38.93% |
$274K - $319K
|
4.87K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
145+ 0.68% |
$29.1K - $33.9K
|
21.4K
$4.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-15- 0.02% |
$3.01K - $3.51K
|
85.5K
$19.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
85+ 1.0% |
$17K - $19.9K
|
8.6K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2+ 0.16% |
$401 - $468
|
1.23K
$282K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-8.2K- 73.29% |
$1.64M - $1.92M
|
2.99K
$685K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.55K- 66.23% |
$511K - $596K
|
1.3K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-500- 8.93% |
$100K - $117K
|
5.1K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 1.7% |
$7.22K - $8.42K
|
2.16K
$494K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
3+ 0.04% |
$602 - $701
|
8.14K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
23+ 1.39% |
$4.61K - $5.38K
|
1.68K
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
143+ 0.52% |
$28.7K - $33.4K
|
27.8K
$6.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-400- 13.38% |
$80.2K - $93.5K
|
2.59K
$594K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-121- 2.78% |
$24.3K - $28.3K
|
4.23K
$971K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
49+ 69.01% |
$9.83K - $11.5K
|
120
$27.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
781+ 50.68% |
$157K - $183K
|
2.32K
$532K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
34+ 1.66% |
$6.82K - $7.95K
|
2.08K
$476K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.1K- 4.75% |
$220K - $256K
|
22K
$5.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.12KNew |
$225K - $262K
|
1.12K
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.96K- 2.53% |
$793K - $925K
|
152K
$34.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.54K+ 55.99% |
$910K - $1.06M
|
12.6K
$2.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
65+ 0.68% |
$13K - $15.2K
|
9.57K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
62+ 1.5% |
$12.4K - $14.5K
|
4.19K
$960K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.63KNew |
$327K - $381K
|
1.63K
$374K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
528+ 4.12% |
$106K - $123K
|
13.4K
$3.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.7K+ 9.07% |
$341K - $398K
|
20.5K
$4.69M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
165+ 8.42% |
$33.1K - $38.6K
|
2.13K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
387+ 3.28% |
$77.6K - $90.5K
|
12.2K
$2.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
900New |
$180K - $210K
|
900
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
378+ 3.26% |
$75.8K - $88.4K
|
12K
$2.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-9- 0.68% |
$1.8K - $2.1K
|
1.31K
$299K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 11.52% |
$80.2K - $93.5K
|
3.07K
$704K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.18K+ 15.55% |
$437K - $510K
|
16.2K
$3.71M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-173- 0.89% |
$34.7K - $40.4K
|
19.4K
$4.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-59- 0.51% |
$11.8K - $13.8K
|
11.5K
$2.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-43- 0.97% |
$8.62K - $10.1K
|
4.41K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-288- 18.5% |
$57.8K - $67.3K
|
1.27K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-15- 0.36% |
$3.01K - $3.51K
|
4.2K
$963K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
178K+ 1852.21% |
$35.6M - $41.5M
|
187K
$43M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-840- 15.47% |
$168K - $196K
|
4.59K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-146- 4.29% |
$29.3K - $34.1K
|
3.26K
$747K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.8K- 49.02% |
$562K - $655K
|
2.91K
$668K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-187- 1.78% |
$37.5K - $43.7K
|
10.3K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
175+ 14.16% |
$35.1K - $40.9K
|
1.41K
$324K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
98+ 3.62% |
$19.7K - $22.9K
|
2.81K
$643K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-11.7K- 5.87% |
$2.34M - $2.73M
|
188K
$43M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
264+ 4.94% |
$52.9K - $61.7K
|
5.61K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
1.27K+ 6.04% |
$254K - $296K
|
22.2K
$5.1M
|