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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
147+ 7.37% |
$29.5K - $31.4K
|
2.14K
$440K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
145New |
$29.1K - $30.9K
|
145
$29.8K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
135+ 150.0% |
$27.1K - $28.8K
|
225
$46.2K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
131+ 13100.0% |
$26.3K - $27.9K
|
132
$27.1K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
118+ 16.91% |
$23.7K - $25.2K
|
816
$168K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
113New |
$22.7K - $24.1K
|
113
$23.2K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
111+ 9.42% |
$22.3K - $23.7K
|
1.29K
$265K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
107+ 6.85% |
$21.5K - $22.8K
|
1.67K
$343K
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
98+ 3.05% |
$19.7K - $20.9K
|
3.32K
$681K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
91New |
$18.3K - $19.4K
|
91
$18.7K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
82+ 1171.43% |
$16.4K - $17.5K
|
89
$18.3K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
77New |
$15.4K - $16.4K
|
77
$15.8K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
72New |
$14.4K - $15.4K
|
72
$14.8K
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
57+ 3.07% |
$11.4K - $12.2K
|
1.91K
$392K
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
55+ 4.29% |
$11K - $11.7K
|
1.34K
$275K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55+ 1.32% |
$11K - $11.7K
|
4.21K
$864K
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 0.31% |
$10K - $10.7K
|
16.1K
$3.3M
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
50+ 3.67% |
$10K - $10.7K
|
1.41K
$290K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
43New |
$8.62K - $9.17K
|
43
$8.83K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
40New |
$8.02K - $8.53K
|
40
$8.22K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
36+ 1.3% |
$7.22K - $7.68K
|
2.81K
$577K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
29+ 21.48% |
$5.82K - $6.19K
|
164
$33.7K
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
29+ 3.16% |
$5.82K - $6.19K
|
948
$195K
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
28+ 2.92% |
$5.62K - $5.97K
|
986
$203K
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
26New |
$5.21K - $5.55K
|
26
$5.34K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
20+ 0.23% |
$4.01K - $4.27K
|
8.8K
$1.81M
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
18+ 1.71% |
$3.61K - $3.84K
|
1.07K
$219K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
17+ 3.62% |
$3.41K - $3.63K
|
487
$100K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
14New |
$2.81K - $2.99K
|
14
$2.88K
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
14+ 0.21% |
$2.81K - $2.99K
|
6.83K
$1.4M
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
12+ 1.0% |
$2.41K - $2.56K
|
1.21K
$248K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
9New |
$1.8K - $1.92K
|
9
$1.85K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8+ 0.73% |
$1.6K - $1.71K
|
1.1K
$225K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8New |
$1.6K - $1.71K
|
8
$1.64K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 400.0% |
$1.6K - $1.71K
|
10
$2.05K
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7+ 0.22% |
$1.4K - $1.49K
|
3.18K
$652K
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
6+ 0.06% |
$1.2K - $1.28K
|
9.34K
$1.92M
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5+ 0.32% |
$1K - $1.07K
|
1.58K
$325K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$1K - $1.07K
|
5
$1.03K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5New |
$1K - $1.07K
|
5
$1.03K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
5+ 0.21% |
$1K - $1.07K
|
2.39K
$490K
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3New |
$602 - $640
|
3
$616
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 33.33% |
$602 - $640
|
12
$2.46K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 2.13% |
$602 - $640
|
144
$29.6K
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
3+ 0.03% |
$602 - $640
|
10.8K
$2.22M
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 1.29% |
$401 - $427
|
157
$32.2K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 2.41% |
$401 - $427
|
85
$17.5K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2+ 0.14% |
$401 - $427
|
1.44K
$296K
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.2% |
$401 - $427
|
1.02K
$209K
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.09% |
$201 - $213
|
1.09K
$223K
|