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 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
7.85K+ 37.38% |
$1.57M - $1.67M
|
28.9K
$5.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
214+ 5.08% |
$42.9K - $45.7K
|
4.43K
$904K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
118+ 16.91% |
$23.7K - $25.2K
|
816
$166K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20- 1.46% |
$4.01K - $4.27K
|
1.35K
$275K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-40- 4.52% |
$8.02K - $8.53K
|
844
$172K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-78- 7.65% |
$15.6K - $16.6K
|
942
$192K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 15.25% |
$1.8K - $1.92K
|
50
$10.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-65KClosed |
$13M - $13.9M
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.11KNew |
$824K - $876K
|
4.11K
$838K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
300+ 24.39% |
$60.2K - $64K
|
1.53K
$312K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.53KNew |
$307K - $326K
|
1.53K
$312K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 2.13% |
$602 - $640
|
144
$29.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.2% |
$401 - $427
|
1.02K
$207K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 23.99% |
$212K - $225K
|
3.35K
$682K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-69- 5.14% |
$13.8K - $14.7K
|
1.27K
$260K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-60- 0.68% |
$12K - $12.8K
|
8.73K
$1.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
982New |
$197K - $209K
|
982
$200K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
135+ 150.0% |
$27.1K - $28.8K
|
225
$45.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
147+ 7.37% |
$29.5K - $31.4K
|
2.14K
$437K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-11- 0.2% |
$2.21K - $2.35K
|
5.53K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
3+ 0.03% |
$602 - $640
|
10.8K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-21- 12.88% |
$4.21K - $4.48K
|
142
$29K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-17- 17.89% |
$3.41K - $3.63K
|
78
$15.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-179- 3.64% |
$35.9K - $38.2K
|
4.73K
$966K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-50- 0.92% |
$10K - $10.7K
|
5.4K
$1.1M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-103- 7.96% |
$20.7K - $22K
|
1.19K
$243K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
17+ 3.62% |
$3.41K - $3.63K
|
487
$99.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-132- 12.02% |
$26.5K - $28.2K
|
966
$197K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-192- 6.69% |
$38.5K - $41K
|
2.68K
$546K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-170- 73.28% |
$34.1K - $36.3K
|
62
$12.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
72New |
$14.4K - $15.4K
|
72
$14.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
43New |
$8.62K - $9.17K
|
43
$8.77K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-909- 3.69% |
$182K - $194K
|
23.7K
$4.84M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
145New |
$29.1K - $30.9K
|
145
$29.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
57+ 3.07% |
$11.4K - $12.2K
|
1.91K
$390K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
26New |
$5.21K - $5.55K
|
26
$5.3K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
33.5K+ 34.89% |
$5.96M - $7.18M
|
130K
$26.5M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-5.7K- 55.34% |
$1.01M - $1.22M
|
4.6K
$938K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-100- 2.19% |
$17.8K - $21.4K
|
4.47K
$912K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-866- 41.92% |
$154K - $185K
|
1.2K
$245K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.38KNew |
$779K - $938K
|
4.38K
$894K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-171- 5.81% |
$30.4K - $36.6K
|
2.77K
$565K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.87KNew |
$688K - $828K
|
3.87K
$789K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 1.3% |
$178 - $214
|
76
$15.5K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
50+ 1.19% |
$8.89K - $10.7K
|
4.26K
$868K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.42KNew |
$253K - $304K
|
1.42K
$290K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6.33K- 4.26% |
$1.13M - $1.36M
|
142K
$29.1M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$204K
|
|
|
May 28, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
55+ 0.67% |
$9.78K - $11.8K
|
8.3K
$1.69M
|
|