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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
9.61KNew |
$1.46M - $1.66M
|
9.61K
$1.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
27New |
$4.12K - $4.66K
|
27
$5.51K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
83New |
$12.7K - $14.3K
|
83
$16.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-50- 50.0% |
$7.62K - $8.62K
|
50
$10.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-90- 6.36% |
$13.7K - $15.5K
|
1.33K
$270K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-375- 4.87% |
$57.2K - $64.7K
|
7.33K
$1.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-60- 1.77% |
$9.15K - $10.3K
|
3.33K
$678K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
17New |
$2.59K - $2.93K
|
17
$3.47K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-26- 1.89% |
$3.96K - $4.48K
|
1.35K
$276K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
895+ 1.09% |
$144K - $155K
|
82.7K
$16.9M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-42- 80.77% |
$6.77K - $7.28K
|
10
$2.04K
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-44- 0.1% |
$7.1K - $7.63K
|
43.7K
$8.91M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-12.1K- 45.17% |
$1.94M - $2.09M
|
14.6K
$2.99M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.08% |
$161 - $173
|
1.31K
$267K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.36KNew |
$220K - $236K
|
1.36K
$278K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
84New |
$13.5K - $14.6K
|
84
$17.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-55- 91.67% |
$8.87K - $9.54K
|
5
$1.02K
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-205- 13.85% |
$33.1K - $35.6K
|
1.28K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.34KNew |
$217K - $233K
|
1.34K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-50- 3.07% |
$8.06K - $8.67K
|
1.58K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
40New |
$6.45K - $6.94K
|
40
$8.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.22KNew |
$681K - $733K
|
4.22K
$862K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
180KNew |
$29M - $31.2M
|
180K
$36.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-10.5K- 67.75% |
$1.69M - $1.82M
|
5K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-6.52K- 15.19% |
$1.05M - $1.13M
|
36.4K
$7.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.59KNew |
$257K - $276K
|
1.59K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
140K+ 183.08% |
$22.7M - $24.4M
|
217K
$44.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.16KNew |
$187K - $201K
|
1.16K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.4K+ 151.07% |
$548K - $589K
|
5.64K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
1.78KNew |
$287K - $309K
|
1.78K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-2.58K- 41.45% |
$415K - $447K
|
3.64K
$742K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-323- 12.45% |
$52.1K - $56K
|
2.27K
$463K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.27% |
$161 - $173
|
376
$76.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.34K- 25.23% |
$539K - $580K
|
9.9K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
1.2KNew |
$194K - $209K
|
1.2K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-96- 7.09% |
$15.5K - $16.6K
|
1.26K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.42K+ 4.12% |
$229K - $246K
|
35.9K
$7.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
1.19KNew |
$191K - $206K
|
1.19K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
415K+ 8.52% |
$66.9M - $71.9M
|
5.28M
$1.08B
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-97- 36.19% |
$15.6K - $16.8K
|
171
$34.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
90+ 90.0% |
$14.5K - $15.6K
|
190
$38.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
627New |
$101K - $109K
|
627
$128K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
30New |
$4.84K - $5.2K
|
30
$6.12K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.57K- 11.89% |
$253K - $272K
|
11.6K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
400New |
$64.5K - $69.4K
|
400
$81.6K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-3- 0.2% |
$484 - $520
|
1.5K
$306K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.01K+ 0.6% |
$163K - $175K
|
171K
$34.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$968 - $1.04K
|
6
$1.22K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-40- 2.15% |
$6.45K - $6.94K
|
1.82K
$372K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
18.1KNew |
$2.92M - $3.14M
|
18.1K
$3.7M
|
|