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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-47- 2.36% |
$9.43K - $11K
|
1.94K
$419K
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-199- 14.61% |
$39.9K - $46.5K
|
1.16K
$251K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-40- 0.65% |
$8.02K - $9.35K
|
6.08K
$1.31M
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
162New |
$32.5K - $37.9K
|
162
$34.9K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
100New |
$20.1K - $23.4K
|
100
$21.6K
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
102+ 6.16% |
$20.5K - $23.8K
|
1.76K
$379K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
207+ 42.16% |
$41.5K - $48.4K
|
698
$151K
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.85K- 12.71% |
$371K - $432K
|
12.7K
$2.74M
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
21.1KNew |
$4.23M - $4.93M
|
21.1K
$4.55M
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-218- 46.68% |
$43.7K - $51K
|
249
$53.7K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-50- 35.97% |
$10K - $11.7K
|
89
$19.2K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2- 2.2% |
$401 - $468
|
89
$19.2K
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
5New |
$1K - $1.17K
|
5
$1.08K
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
1.32K+ 10.1% |
$265K - $308K
|
14.4K
$3.1M
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-40- 1.59% |
$8.02K - $9.35K
|
2.48K
$534K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
886New |
$178K - $207K
|
886
$191K
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-59- 2.05% |
$11.8K - $13.8K
|
2.82K
$609K
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 0.18% |
$201 - $234
|
571
$123K
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-100- 1.21% |
$20.1K - $23.4K
|
8.18K
$1.76M
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
40New |
$8.02K - $9.35K
|
40
$8.63K
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3+ 0.17% |
$602 - $701
|
1.72K
$371K
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
55+ 1.71% |
$11K - $12.9K
|
3.26K
$704K
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.25KNew |
$251K - $292K
|
1.25K
$270K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-24- 1.4% |
$4.81K - $5.61K
|
1.69K
$365K
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
1.37KNew |
$274K - $319K
|
1.37K
$294K
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
878New |
$176K - $205K
|
878
$189K
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 1.73% |
$60.2K - $70.1K
|
17.1K
$3.68M
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
28+ 1.04% |
$5.62K - $6.55K
|
2.73K
$589K
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
896New |
$180K - $209K
|
896
$193K
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.8KNew |
$562K - $655K
|
2.8K
$604K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-150- 13.98% |
$30.1K - $35.1K
|
923
$199K
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
900New |
$180K - $210K
|
900
$194K
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-147- 6.86% |
$29.5K - $34.4K
|
2K
$430K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
89+ 1.34% |
$17.8K - $20.8K
|
6.72K
$1.45M
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-300- 6.62% |
$60.2K - $70.1K
|
4.23K
$912K
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
75New |
$15K - $17.5K
|
75
$16.2K
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-99- 9.01% |
$19.9K - $23.1K
|
1K
$216K
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-44- 0.75% |
$8.82K - $10.3K
|
5.8K
$1.25M
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-124- 69.66% |
$24.9K - $29K
|
54
$11.6K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6New |
$1.2K - $1.4K
|
6
$1.29K
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
12New |
$2.41K - $2.81K
|
12
$2.59K
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-155- 4.12% |
$31.1K - $36.2K
|
3.61K
$778K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
309New |
$62K - $72.2K
|
309
$66.6K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 4.05% |
$1.2K - $1.4K
|
142
$30.6K
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
904New |
$181K - $211K
|
904
$195K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.59K- 2.71% |
$520K - $606K
|
93.1K
$20.1M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3+ 0.29% |
$602 - $701
|
1.02K
$221K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.74K+ 13.1% |
$1.35M - $1.58M
|
58.2K
$12.5M
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
919New |
$184K - $215K
|
919
$198K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1KNew |
$201K - $234K
|
1K
$216K
|