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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-75- 2.52% |
$15K - $16K
|
2.9K
$592K
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-472- 6.96% |
$94.7K - $101K
|
6.31K
$1.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
28+ 2.92% |
$5.62K - $5.97K
|
986
$201K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5+ 0.32% |
$1K - $1.07K
|
1.58K
$322K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-15- 1.35% |
$3.01K - $3.2K
|
1.1K
$224K
|
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-1.07K- 12.2% |
$215K - $228K
|
7.7K
$1.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.42KNew |
$685K - $729K
|
3.42K
$697K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
124KNew |
$24.9M - $26.5M
|
124K
$25.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-37- 2.24% |
$7.42K - $7.89K
|
1.61K
$329K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-619- 5.58% |
$124K - $132K
|
10.5K
$2.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
901+ 2.66% |
$181K - $192K
|
34.8K
$7.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
29+ 3.16% |
$5.82K - $6.19K
|
948
$193K
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-900- 5.82% |
$180K - $192K
|
14.6K
$2.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
82+ 1171.43% |
$16.4K - $17.5K
|
89
$18.2K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-45- 2.35% |
$9.02K - $9.6K
|
1.87K
$382K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-40- 1.56% |
$8.02K - $8.53K
|
2.52K
$514K
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.27K- 11.57% |
$254K - $270K
|
9.67K
$1.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-202- 0.17% |
$40.5K - $43.1K
|
120K
$24.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7+ 0.22% |
$1.4K - $1.49K
|
3.18K
$648K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
6.5KNew |
$1.3M - $1.39M
|
6.5K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
10KNew |
$2.01M - $2.13M
|
10K
$2.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-13- 0.56% |
$2.61K - $2.77K
|
2.3K
$469K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5KNew |
$1M - $1.07M
|
5K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
13.8K+ 32.21% |
$2.76M - $2.94M
|
56.5K
$11.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-340- 1.7% |
$68.2K - $72.5K
|
19.6K
$4M
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
4.75KNew |
$952K - $1.01M
|
4.75K
$968K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-6.44K- 40.26% |
$1.29M - $1.37M
|
9.56K
$1.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-324- 14.99% |
$65K - $69.1K
|
1.84K
$375K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-11- 3.94% |
$2.21K - $2.35K
|
268
$54.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
2.94KNew |
$589K - $627K
|
2.94K
$600K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1K- 48.54% |
$201K - $213K
|
1.06K
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.09K+ 24.35% |
$219K - $233K
|
5.59K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
20+ 0.23% |
$4.01K - $4.27K
|
8.8K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1New |
$201 - $213
|
1
$204
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
959New |
$192K - $205K
|
959
$196K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-25- 0.91% |
$5.01K - $5.33K
|
2.73K
$556K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
98+ 3.05% |
$19.7K - $20.9K
|
3.32K
$676K
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.2KNew |
$241K - $256K
|
1.2K
$245K
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-115- 0.76% |
$23.1K - $24.5K
|
15.1K
$3.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-770- 3.68% |
$154K - $164K
|
20.2K
$4.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
175+ 17.66% |
$35.1K - $37.3K
|
1.17K
$238K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-217- 1.0% |
$43.5K - $46.3K
|
21.6K
$4.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-326- 11.13% |
$65.4K - $69.5K
|
2.6K
$531K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
155+ 15.09% |
$31.1K - $33.1K
|
1.18K
$241K
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.18K+ 128.79% |
$637K - $678K
|
5.64K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-93- 4.03% |
$18.7K - $19.8K
|
2.21K
$451K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-15- 5.84% |
$3.01K - $3.2K
|
242
$49.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
55+ 4.29% |
$11K - $11.7K
|
1.34K
$273K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
981New |
$197K - $209K
|
981
$200K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-31- 2.92% |
$6.22K - $6.61K
|
1.03K
$210K
|