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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-126- 3.76% |
$25.4K - $28.8K
|
3.23K
$740K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
30New |
$6.05K - $6.85K
|
30
$6.88K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10+ 0.97% |
$2.02K - $2.28K
|
1.04K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-10- 0.22% |
$2.02K - $2.28K
|
4.56K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31+ 0.83% |
$6.26K - $7.08K
|
3.76K
$863K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
24+ 0.29% |
$4.84K - $5.48K
|
8.22K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.64K- 35.96% |
$330K - $374K
|
2.92K
$668K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
708New |
$143K - $162K
|
708
$162K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
19K+ 47.13% |
$3.83M - $4.33M
|
59.2K
$13.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
196+ 2.45% |
$39.6K - $44.8K
|
8.2K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-15- 0.26% |
$3.03K - $3.43K
|
5.76K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
195+ 7.42% |
$39.3K - $44.5K
|
2.82K
$647K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.54K- 1.94% |
$310K - $351K
|
77.9K
$17.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-3- 0.3% |
$605 - $685
|
995
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-379- 4.32% |
$76.5K - $86.6K
|
8.4K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
188New |
$37.9K - $43K
|
188
$43.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
136+ 0.58% |
$27.4K - $31.1K
|
23.5K
$5.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
300+ 43.67% |
$60.5K - $68.5K
|
987
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
70+ 1.62% |
$14.1K - $16K
|
4.4K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
148+ 15.21% |
$29.9K - $33.8K
|
1.12K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
250+ 7.43% |
$50.4K - $57.1K
|
3.61K
$829K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100+ 10.0% |
$20.2K - $22.8K
|
1.1K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
1.87KNew |
$378K - $427K
|
1.87K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
526+ 8.07% |
$106K - $120K
|
7.04K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
173New |
$34.9K - $39.5K
|
173
$39.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
189New |
$38.1K - $43.2K
|
189
$43.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 4.85% |
$202K - $228K
|
19.6K
$4.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
500New |
$101K - $114K
|
500
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 6.56% |
$807 - $914
|
65
$14.9K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.32KNew |
$1.28M - $1.44M
|
6.32K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
360+ 22.81% |
$72.6K - $82.2K
|
1.94K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-361- 12.27% |
$72.8K - $82.5K
|
2.58K
$592K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.23K+ 25.59% |
$651K - $737K
|
15.8K
$3.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-203- 13.29% |
$41K - $46.4K
|
1.33K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$202 - $228
|
3.02K
$692K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
220+ 3.74% |
$44.4K - $50.3K
|
6.1K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
232+ 19.4% |
$46.8K - $53K
|
1.43K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
480New |
$96.9K - $110K
|
480
$110K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
312+ 286.24% |
$63K - $71.3K
|
421
$96.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$2.22K - $2.51K
|
11
$2.52K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
120New |
$24.2K - $27.4K
|
120
$27.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.1KNew |
$3.25M - $3.68M
|
16.1K
$3.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10+ 0.24% |
$2.02K - $2.28K
|
4.2K
$962K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
69+ 65.71% |
$13.9K - $15.8K
|
174
$39.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$202 - $228
|
1.57K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-281- 7.07% |
$56.7K - $64.2K
|
3.7K
$847K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.15KNew |
$231K - $262K
|
1.15K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.6K+ 45.59% |
$524K - $593K
|
8.29K
$1.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$202 - $228
|
1.41K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12+ 0.59% |
$2.42K - $2.74K
|
2.03K
$465K
|