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 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
51+ 4.92% |
$10.2K - $11.9K
|
1.09K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
120+ 10.22% |
$24.1K - $28.1K
|
1.29K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.96K+ 50.99% |
$393K - $458K
|
5.81K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
213K+ 707.87% |
$42.7M - $49.8M
|
243K
$55.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
42+ 0.03% |
$8.42K - $9.82K
|
133K
$30.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-166- 0.38% |
$33.3K - $38.8K
|
43.6K
$9.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-104- 0.5% |
$20.9K - $24.3K
|
20.5K
$4.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
285+ 6.45% |
$57.2K - $66.6K
|
4.7K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-303- 17.77% |
$60.8K - $70.8K
|
1.4K
$321K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-399- 6.67% |
$80K - $93.3K
|
5.58K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
97+ 5.26% |
$19.5K - $22.7K
|
1.94K
$445K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
121+ 2.0% |
$24.3K - $28.3K
|
6.18K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-171- 2.61% |
$34.3K - $40K
|
6.38K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-17- 1.06% |
$3.41K - $3.97K
|
1.59K
$365K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-380- 14.74% |
$76.2K - $88.8K
|
2.2K
$504K
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-31.8K- 96.33% |
$6.38M - $7.44M
|
1.21K
$278K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-21- 1.78% |
$4.21K - $4.91K
|
1.16K
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.74KNew |
$348K - $406K
|
1.74K
$398K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6- 0.26% |
$1.2K - $1.4K
|
2.28K
$522K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
963New |
$193K - $225K
|
963
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
73+ 0.34% |
$14.6K - $17.1K
|
21.7K
$4.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-25- 10.87% |
$5.01K - $5.84K
|
205
$47K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
862+ 11.14% |
$173K - $202K
|
8.6K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8+ 0.74% |
$1.6K - $1.87K
|
1.09K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-87- 5.57% |
$17.4K - $20.3K
|
1.48K
$338K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-5- 0.32% |
$1K - $1.17K
|
1.56K
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-35- 21.88% |
$7.02K - $8.18K
|
125
$28.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 12.99% |
$243K - $283K
|
10.5K
$2.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.51% |
$401 - $468
|
392
$89.9K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.28K+ 4.18% |
$256K - $299K
|
31.9K
$7.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.14K+ 4.3% |
$229K - $267K
|
27.7K
$6.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
2.28K+ 1.69% |
$458K - $534K
|
138K
$31.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.05K+ 13.81% |
$1.01M - $1.18M
|
41.7K
$9.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.03KNew |
$408K - $475K
|
2.03K
$466K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
88+ 24.24% |
$17.6K - $20.6K
|
451
$103K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
389+ 11.85% |
$78K - $90.9K
|
3.67K
$842K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
237+ 18.62% |
$47.5K - $55.4K
|
1.51K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
69+ 0.14% |
$13.8K - $16.1K
|
48.9K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-183- 1.94% |
$36.7K - $42.8K
|
9.23K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
114+ 2.04% |
$22.9K - $26.7K
|
5.7K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
37+ 2.31% |
$7.42K - $8.65K
|
1.64K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-835- 1.54% |
$167K - $195K
|
53.5K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
17+ 18.28% |
$3.41K - $3.97K
|
110
$25.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-491- 25.22% |
$98.5K - $115K
|
1.46K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.8KNew |
$1.16M - $1.36M
|
5.8K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
966New |
$194K - $226K
|
966
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
901New |
$181K - $211K
|
901
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
243+ 1.16% |
$48.7K - $56.8K
|
21.2K
$4.86M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-253- 29.98% |
$50.7K - $59.1K
|
591
$136K
|