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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 1.11% |
$2.36K - $2.68K
|
1.09K
$225K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.46% |
$2.36K - $2.68K
|
2.6K
$534K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
12+ 1.23% |
$2.36K - $2.68K
|
988
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
12+ 1.21% |
$2.36K - $2.68K
|
1K
$206K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
11+ 1.02% |
$2.17K - $2.46K
|
1.09K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
10+ 0.15% |
$1.97K - $2.23K
|
6.77K
$1.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
10+ 0.08% |
$1.97K - $2.23K
|
13.2K
$2.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
9+ 0.76% |
$1.77K - $2.01K
|
1.19K
$244K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$1.77K - $2.01K
|
3.06K
$628K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9+ 0.08% |
$1.77K - $2.01K
|
10.8K
$2.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.22% |
$1.77K - $2.01K
|
4.03K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 12.9% |
$1.58K - $1.79K
|
70
$14.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8+ 0.51% |
$1.58K - $1.79K
|
1.56K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
8+ 0.39% |
$1.58K - $1.79K
|
2.05K
$421K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$1.58K - $1.79K
|
8
$1.64K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.81% |
$1.58K - $1.79K
|
999
$205K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8+ 2.86% |
$1.58K - $1.79K
|
288
$59.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
8+ 0.13% |
$1.58K - $1.79K
|
5.98K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
8+ 0.8% |
$1.58K - $1.79K
|
1.01K
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.14% |
$1.58K - $1.79K
|
5.6K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8+ 0.73% |
$1.58K - $1.79K
|
1.1K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.49% |
$1.58K - $1.79K
|
1.64K
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
8+ 0.11% |
$1.58K - $1.79K
|
7.36K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7+ 0.06% |
$1.38K - $1.56K
|
12.4K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7+ 0.37% |
$1.38K - $1.56K
|
1.89K
$388K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.22% |
$1.38K - $1.56K
|
3.14K
$645K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7+ 0.19% |
$1.38K - $1.56K
|
3.73K
$766K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7+ 0.72% |
$1.38K - $1.56K
|
982
$202K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
7+ 0.12% |
$1.38K - $1.56K
|
5.81K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6+ 0.58% |
$1.18K - $1.34K
|
1.05K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
6+ 0.12% |
$1.18K - $1.34K
|
5.21K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
6New |
$1.18K - $1.34K
|
6
$1.23K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 1.69% |
$1.18K - $1.34K
|
360
$73.9K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6New |
$1.18K - $1.34K
|
6
$1.23K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.54% |
$1.18K - $1.34K
|
1.11K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.52% |
$1.18K - $1.34K
|
1.17K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.36% |
$1.18K - $1.34K
|
1.67K
$342K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 100.0% |
$985 - $1.12K
|
10
$2.05K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 1.14% |
$985 - $1.12K
|
445
$91.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
5New |
$985 - $1.12K
|
5
$1.03K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 0.74% |
$985 - $1.12K
|
680
$140K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
5+ 0.06% |
$985 - $1.12K
|
8.81K
$1.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5+ 0.5% |
$985 - $1.12K
|
1.01K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4+ 0.34% |
$788 - $894
|
1.19K
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
4+ 0.39% |
$788 - $894
|
1.02K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
4+ 0.38% |
$788 - $894
|
1.04K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.2% |
$788 - $894
|
1.97K
$404K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4+ 0.31% |
$788 - $894
|
1.29K
$266K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.19% |
$788 - $894
|
2.07K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 1.07% |
$591 - $670
|
283
$58.1K
|