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 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.83KNew |
$592K - $650K
|
3.83K
$784K
|
|
|
Feb 09, 2023
Q4 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-10K- 33.33% |
$1.55M - $1.7M
|
20K
$4.1M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
165+ 3.71% |
$25.5K - $28K
|
4.61K
$945K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7- 0.63% |
$1.08K - $1.19K
|
1.1K
$225K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-466- 23.7% |
$72.1K - $79.2K
|
1.5K
$308K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.71KNew |
$265K - $291K
|
1.71K
$351K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
44New |
$6.81K - $7.47K
|
44
$9.02K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
509+ 3.42% |
$78.8K - $86.5K
|
15.4K
$3.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.1K- 14.98% |
$789K - $867K
|
29K
$5.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-98- 6.6% |
$15.2K - $16.6K
|
1.39K
$284K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
146New |
$22.6K - $24.8K
|
146
$29.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-300- 43.48% |
$46.4K - $51K
|
390
$80K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-3.21K- 95.73% |
$497K - $545K
|
143
$29.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
38+ 0.89% |
$5.88K - $6.45K
|
4.31K
$883K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-26- 20.63% |
$4.02K - $4.42K
|
100
$20.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-10- 3.33% |
$1.55K - $1.7K
|
290
$59.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6+ 0.35% |
$928 - $1.02K
|
1.72K
$352K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
2.79K+ 135.34% |
$432K - $474K
|
4.86K
$995K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8.28K+ 577.34% |
$1.28M - $1.41M
|
9.71K
$1.99M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
1.63KNew |
$251K - $276K
|
1.63K
$333K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-61- 8.79% |
$9.44K - $10.4K
|
633
$130K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
8+ 0.1% |
$1.24K - $1.36K
|
8.04K
$1.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.08KNew |
$1.1M - $1.2M
|
7.08K
$1.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-400- 93.02% |
$61.9K - $67.9K
|
30
$6.15K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
65+ 45.14% |
$10.1K - $11K
|
209
$42.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
59+ 36.88% |
$9.13K - $10K
|
219
$44.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
8New |
$1.24K - $1.36K
|
8
$1.64K
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
75+ 5.36% |
$11.6K - $12.7K
|
1.48K
$302K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50New |
$7.74K - $8.49K
|
50
$10.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
8.22K+ 27.66% |
$1.27M - $1.4M
|
37.9K
$7.77M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
37New |
$5.73K - $6.28K
|
37
$7.59K
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.41KNew |
$217K - $239K
|
1.41K
$288K
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
SELL
|
- |
-44- 2.29% |
$6.81K - $7.47K
|
1.88K
$385K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-352- 0.78% |
$54.5K - $59.8K
|
44.6K
$9.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-195- 2.86% |
$30.2K - $33.1K
|
6.63K
$1.36M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
135New |
$20.9K - $22.9K
|
135
$27.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
64New |
$9.9K - $10.9K
|
64
$13.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.03KNew |
$159K - $174K
|
1.03K
$210K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-375Closed |
$56K - $65.7K
|
0
$0
|
|
|
Jan 23, 2024
Q3 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-11.1KClosed |
$1.66M - $1.95M
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
22.4K+ 1132.95% |
$3.35M - $3.93M
|
24.4K
$5M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.7K- 1.75% |
$253K - $298K
|
95.5K
$19.6M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-251- 3.53% |
$37.5K - $44K
|
6.86K
$1.41M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
38+ 2.0% |
$5.67K - $6.66K
|
1.94K
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
5.77KNew |
$861K - $1.01M
|
5.77K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.66KNew |
$248K - $291K
|
1.66K
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.29% |
$299 - $351
|
699
$143K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-138- 16.63% |
$20.6K - $24.2K
|
692
$142K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-111- 0.43% |
$16.6K - $19.5K
|
25.6K
$5.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
65+ 0.33% |
$9.7K - $11.4K
|
20.1K
$4.11M
|
|