Latest Institutional Purchases of Waste Management Inc (WM)
This list provides information on the latest institutional transactions involving Waste Management Inc (WM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
65New |
$12.8K - $14.5K
|
65
$13.5K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
63New |
$12.4K - $14.1K
|
63
$13.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
62+ 4.54% |
$12.2K - $13.9K
|
1.43K
$296K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
61+ 1.08% |
$12K - $13.6K
|
5.72K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
60+ 4.45% |
$11.8K - $13.4K
|
1.41K
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
60+ 230.77% |
$11.8K - $13.4K
|
86
$17.8K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
60+ 0.1% |
$11.8K - $13.4K
|
62.5K
$13M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
58+ 0.19% |
$11.4K - $13K
|
29.9K
$6.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
58+ 2.06% |
$11.4K - $13K
|
2.87K
$595K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
57+ 0.92% |
$11.2K - $12.7K
|
6.26K
$1.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
56+ 1.01% |
$11K - $12.5K
|
5.58K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
54+ 5.23% |
$10.6K - $12.1K
|
1.09K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
53+ 3.45% |
$10.4K - $11.8K
|
1.59K
$329K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
53+ 2.36% |
$10.4K - $11.8K
|
2.3K
$476K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
53+ 3.12% |
$10.4K - $11.8K
|
1.75K
$364K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
52New |
$10.2K - $11.6K
|
52
$10.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
52+ 0.96% |
$10.2K - $11.6K
|
5.45K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
52New |
$10.2K - $11.6K
|
52
$10.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
51+ 2.35% |
$10K - $11.4K
|
2.22K
$460K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50+ 7.49% |
$9.85K - $11.2K
|
718
$149K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
50+ 94.34% |
$9.85K - $11.2K
|
103
$21.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
50+ 5.14% |
$9.85K - $11.2K
|
1.02K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
50New |
$9.85K - $11.2K
|
50
$10.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
50+ 4.68% |
$9.85K - $11.2K
|
1.12K
$232K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
50+ 0.17% |
$9.85K - $11.2K
|
29.1K
$6.04M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50+ 3.81% |
$9.85K - $11.2K
|
1.36K
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
50+ 3.21% |
$9.85K - $11.2K
|
1.61K
$333K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
50+ 0.66% |
$9.85K - $11.2K
|
7.59K
$1.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
50+ 4.69% |
$9.85K - $11.2K
|
1.12K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 1.15% |
$9.85K - $11.2K
|
4.39K
$909K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
49+ 4.14% |
$9.65K - $10.9K
|
1.23K
$256K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
49+ 1.9% |
$9.65K - $10.9K
|
2.63K
$545K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
48+ 2.7% |
$9.45K - $10.7K
|
1.83K
$379K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
47+ 2.33% |
$9.26K - $10.5K
|
2.06K
$427K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
47+ 4.26% |
$9.26K - $10.5K
|
1.15K
$239K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
46+ 3.86% |
$9.06K - $10.3K
|
1.24K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
46+ 0.36% |
$9.06K - $10.3K
|
12.7K
$2.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
45+ 1.1% |
$8.86K - $10.1K
|
4.13K
$856K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
44+ 2.59% |
$8.67K - $9.83K
|
1.74K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
44+ 0.8% |
$8.67K - $9.83K
|
5.54K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 2.21% |
$8.67K - $9.83K
|
2.04K
$422K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
44+ 1.35% |
$8.67K - $9.83K
|
3.31K
$687K
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
44+ 0.2% |
$8.67K - $9.83K
|
22K
$4.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
42+ 2.01% |
$8.27K - $9.38K
|
2.13K
$441K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
41+ 2.88% |
$8.08K - $9.16K
|
1.47K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
40+ 0.93% |
$7.88K - $8.94K
|
4.33K
$898K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
39+ 1.48% |
$7.68K - $8.71K
|
2.67K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
38+ 2.78% |
$7.48K - $8.49K
|
1.41K
$292K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
38+ 1.17% |
$7.48K - $8.49K
|
3.28K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
37+ 1.94% |
$7.29K - $8.27K
|
1.94K
$403K
|