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 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
105+ 3.38% |
$18.7K - $22.5K
|
3.21K
$654K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
91New |
$16.2K - $19.5K
|
91
$18.6K
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
17+ 1.06% |
$3.02K - $3.64K
|
1.63K
$332K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-111- 1.21% |
$19.7K - $23.8K
|
9.09K
$1.85M
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-95- 3.66% |
$16.9K - $20.3K
|
2.5K
$510K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-50- 50.0% |
$8.89K - $10.7K
|
50
$10.2K
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100New |
$17.8K - $21.4K
|
100
$20.4K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-10- 2.85% |
$1.78K - $2.14K
|
341
$69.6K
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.26% |
$711 - $856
|
1.53K
$311K
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
950New |
$169K - $203K
|
950
$194K
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-359- 26.63% |
$63.8K - $76.8K
|
989
$202K
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$204K
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.05KNew |
$187K - $225K
|
1.05K
$215K
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.19KNew |
$212K - $255K
|
1.19K
$243K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
750New |
$133K - $160K
|
750
$153K
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
12New |
$2.13K - $2.57K
|
12
$2.45K
|
|
Apr 25, 2024
Q1 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-35.2K- 94.72% |
$6.27M - $7.54M
|
1.97K
$401K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
150+ 2.69% |
$26.7K - $32.1K
|
5.72K
$1.17M
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
147+ 1.49% |
$26.1K - $31.5K
|
9.99K
$2.04M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-7.36K- 62.12% |
$1.31M - $1.57M
|
4.49K
$916K
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-525- 1.29% |
$93.3K - $112K
|
40.2K
$8.2M
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$204K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
36+ 9.86% |
$6.4K - $7.7K
|
401
$81.8K
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
275KNew |
$48.9M - $58.9M
|
275K
$56.1M
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.29% |
$178 - $214
|
340
$69.4K
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.37KNew |
$244K - $293K
|
1.37K
$280K
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
995New |
$177K - $213K
|
995
$203K
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
17.7KNew |
$3.15M - $3.79M
|
17.7K
$3.61M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.08KNew |
$192K - $232K
|
1.08K
$221K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-470- 74.6% |
$83.6K - $101K
|
160
$32.6K
|
|
Apr 19, 2024
Q1 2024
|
Nat West Group PLC
|
BUY
|
- |
1.01KNew |
$180K - $217K
|
1.01K
$207K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-319- 78.0% |
$56.7K - $68.3K
|
90
$18.4K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-100- 12.5% |
$17.8K - $21.4K
|
700
$143K
|
|
Apr 19, 2024
Q1 2024
|
Quaero Capital S.A.
|
SELL
|
- |
-2.15K- 30.28% |
$382K - $460K
|
4.95K
$1.01M
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-275- 35.48% |
$48.9K - $58.8K
|
500
$102K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-26- 3.65% |
$4.62K - $5.56K
|
687
$140K
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
69+ 17.0% |
$12.3K - $14.8K
|
475
$96.9K
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
828+ 31.27% |
$147K - $177K
|
3.48K
$709K
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
968New |
$172K - $207K
|
968
$197K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
23+ 1.99% |
$4.09K - $4.92K
|
1.18K
$240K
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1KNew |
$178K - $214K
|
1K
$204K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100- 5.77% |
$17.8K - $21.4K
|
1.63K
$333K
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-144- 12.53% |
$25.6K - $30.8K
|
1.01K
$205K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
14New |
$2.49K - $3K
|
14
$2.86K
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
BUY
|
- |
288New |
$51.2K - $61.6K
|
288
$58.8K
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
318+ 2.76% |
$56.5K - $68K
|
11.8K
$2.42M
|
|
Apr 15, 2024
Q1 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.85KNew |
$328K - $395K
|
1.85K
$376K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-20- 16.67% |
$3.56K - $4.28K
|
100
$20.4K
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
969New |
$172K - $207K
|
969
$198K
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.01KNew |
$180K - $217K
|
1.01K
$206K
|