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 21, 2025
Q2 2025
|
Atwater Malick LLC
|
SELL
|
- |
-111- 0.16% |
$24K - $26.9K
|
69.9K
$15.9M
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
520+ 17.21% |
$113K - $126K
|
3.54K
$804K
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
247+ 0.97% |
$53.5K - $59.8K
|
25.7K
$5.83M
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 2.25% |
$5.41K - $6.05K
|
1.08K
$246K
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
151+ 13.33% |
$32.7K - $36.6K
|
1.28K
$292K
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
7.51KNew |
$1.63M - $1.82M
|
7.51K
$1.7M
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
477+ 11.08% |
$103K - $115K
|
4.78K
$1.09M
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-9- 0.31% |
$1.95K - $2.18K
|
2.86K
$649K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
405+ 1.44% |
$87.7K - $98.1K
|
28.5K
$6.47M
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
646+ 10.95% |
$140K - $156K
|
6.55K
$1.49M
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
35+ 0.61% |
$7.58K - $8.47K
|
5.75K
$1.31M
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-150- 2.47% |
$32.5K - $36.3K
|
5.91K
$1.34M
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
729+ 45.08% |
$158K - $176K
|
2.35K
$533K
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.24K+ 28.02% |
$267K - $299K
|
5.64K
$1.28M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.12K+ 7.83% |
$242K - $271K
|
15.4K
$3.5M
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.15K- 1.41% |
$465K - $521K
|
150K
$34.1M
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.19K- 3.59% |
$258K - $288K
|
31.9K
$7.25M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.04K- 22.64% |
$442K - $495K
|
6.98K
$1.59M
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-243- 5.79% |
$52.6K - $58.8K
|
3.96K
$898K
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
5+ 0.26% |
$1.08K - $1.21K
|
1.93K
$439K
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
503+ 14.79% |
$109K - $122K
|
3.91K
$887K
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-471- 7.08% |
$102K - $114K
|
6.19K
$1.4M
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
880+ 3.98% |
$190K - $213K
|
23K
$5.22M
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
65New |
$14.1K - $15.7K
|
65
$14.8K
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
9.14K+ 42.63% |
$1.98M - $2.21M
|
30.6K
$6.95M
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$216 - $242
|
8.14K
$1.85M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
103K+ 62.89% |
$22.4M - $25.1M
|
268K
$60.9M
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-26- 1.76% |
$5.63K - $6.29K
|
1.45K
$329K
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-235- 2.62% |
$50.9K - $56.9K
|
8.74K
$1.98M
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-315- 1.32% |
$68.2K - $76.3K
|
23.6K
$5.35M
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-2.01K- 3.03% |
$436K - $487K
|
64.4K
$14.6M
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-555- 3.79% |
$120K - $134K
|
14.1K
$3.2M
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-4.55K- 11.0% |
$986K - $1.1M
|
36.9K
$8.37M
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$216 - $242
|
1.57K
$356K
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-22- 1.27% |
$4.76K - $5.33K
|
1.71K
$388K
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-426- 7.42% |
$92.2K - $103K
|
5.32K
$1.21M
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-56- 3.36% |
$12.1K - $13.6K
|
1.61K
$366K
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
14+ 1.44% |
$3.03K - $3.39K
|
985
$224K
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
87+ 2.59% |
$18.8K - $21.1K
|
3.45K
$783K
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
105+ 9.55% |
$22.7K - $25.4K
|
1.21K
$274K
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-27.5K- 40.22% |
$5.96M - $6.66M
|
40.9K
$9.29M
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-232K- 39.48% |
$50.2M - $56.2M
|
356K
$80.8M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
417+ 0.15% |
$90.3K - $101K
|
276K
$62.6M
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6+ 0.44% |
$1.3K - $1.45K
|
1.36K
$308K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
515+ 1.69% |
$111K - $125K
|
30.9K
$7.02M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-34- 2.88% |
$7.36K - $8.23K
|
1.15K
$260K
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
1.37K+ 80.36% |
$296K - $331K
|
3.07K
$697K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
57+ 0.88% |
$12.3K - $13.8K
|
6.56K
$1.49M
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-178- 5.7% |
$38.5K - $43.1K
|
2.94K
$669K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-182- 88.78% |
$39.4K - $44.1K
|
23
$5.22K
|