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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-40- 0.73% |
$5.97K - $7.01K
|
5.42K
$1.22M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.2KNew |
$2.87M - $3.37M
|
19.2K
$4.34M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-150- 2.24% |
$22.4K - $26.3K
|
6.56K
$1.48M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
1.31K+ 3.41% |
$195K - $229K
|
39.6K
$8.95M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-10.9K- 2.72% |
$1.63M - $1.91M
|
390K
$88.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-27- 5.47% |
$4.03K - $4.73K
|
467
$105K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.05KNew |
$903K - $1.06M
|
6.05K
$1.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.27KNew |
$190K - $223K
|
1.27K
$287K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
259+ 13.91% |
$38.7K - $45.4K
|
2.12K
$479K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
9.6KNew |
$1.43M - $1.68M
|
9.6K
$2.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Sather Financial Group Inc
|
SELL
|
- |
-600- 24.58% |
$89.6K - $105K
|
1.84K
$416K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.54KNew |
$230K - $270K
|
1.54K
$347K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-54- 3.96% |
$8.06K - $9.47K
|
1.31K
$296K
|
|
|
Oct 20, 2022
Q3 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.7KNew |
$254K - $299K
|
1.7K
$385K
|
|
|
Oct 19, 2022
Q3 2022
|
Richelieu Gestion PLC
|
SELL
|
- |
-700- 53.85% |
$104K - $123K
|
600
$135K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
2.29KNew |
$341K - $401K
|
2.29K
$516K
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
BUY
|
- |
1.3KNew |
$194K - $228K
|
1.3K
$293K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
44+ 2.48% |
$6.57K - $7.71K
|
1.82K
$411K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.86K- 18.38% |
$277K - $325K
|
8.24K
$1.86M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-98- 17.41% |
$14.6K - $17.2K
|
465
$105K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
311+ 2.48% |
$46.4K - $54.5K
|
12.9K
$2.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Jvl Associates LLC
|
BUY
|
- |
3.14KNew |
$468K - $550K
|
3.14K
$708K
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
SELL
|
- |
-200- 8.38% |
$29.9K - $35.1K
|
2.19K
$493K
|
|
| Q2 2022 | |||||||
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7New |
$985 - $1.19K
|
7
$1.58K
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-22- 1.62% |
$3.09K - $3.73K
|
1.33K
$301K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-51Closed |
$7.17K - $8.65K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-179Closed |
$25.2K - $30.4K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.21K- 72.94% |
$170K - $205K
|
449
$101K
|
|
|
Aug 15, 2022
Q2 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
CALL |
-103K- 97.62% |
$14.4M - $17.4M
|
2.5K
$564K
|
|
|
Aug 15, 2022
Q2 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-130K- 27.15% |
$18.3M - $22.1M
|
350K
$79M
|
|
|
Aug 15, 2022
Q2 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-98- 5.71% |
$13.8K - $16.6K
|
1.62K
$365K
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-374Closed |
$52.6K - $63.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
1.31KNew |
$184K - $222K
|
1.31K
$295K
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
44.5KNew |
$6.26M - $7.55M
|
44.5K
$10M
|
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.94KNew |
$273K - $329K
|
1.94K
$438K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
67+ 0.56% |
$9.42K - $11.4K
|
12K
$2.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-512Closed |
$72K - $86.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
CALL |
1.4KNew |
$197K - $238K
|
1.4K
$316K
|
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-147KClosed |
$20.7M - $24.9M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-2.93K- 5.88% |
$412K - $497K
|
46.9K
$10.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
6.6KNew |
$928K - $1.12M
|
6.6K
$1.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-843Closed |
$119K - $143K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-3.17K- 11.06% |
$446K - $538K
|
25.5K
$5.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-25.1KClosed |
$3.53M - $4.25M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-536- 21.45% |
$75.4K - $90.9K
|
1.96K
$443K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments America Inc.
Toronto, A6 |
SELL
|
- |
-115KClosed |
$16.2M - $19.5M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-25- 0.19% |
$3.52K - $4.24K
|
12.8K
$2.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.78KClosed |
$532K - $641K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-300Closed |
$42.2K - $50.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.5KClosed |
$352K - $424K
|
0
$0
|
|