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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
5K+ 384.62% |
$774K - $849K
|
6.3K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.83KNew |
$592K - $650K
|
3.83K
$786K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
2.79K+ 135.34% |
$432K - $474K
|
4.86K
$997K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.44KNew |
$378K - $414K
|
2.44K
$501K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.71KNew |
$265K - $291K
|
1.71K
$352K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
1.63KNew |
$251K - $276K
|
1.63K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
1.59KNew |
$245K - $269K
|
1.59K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
1.52KNew |
$235K - $258K
|
1.52K
$312K
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.41KNew |
$217K - $239K
|
1.41K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.34K+ 85.61% |
$207K - $227K
|
2.9K
$596K
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.28KNew |
$198K - $217K
|
1.28K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.13K+ 509.5% |
$174K - $191K
|
1.35K
$277K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.03KNew |
$159K - $174K
|
1.03K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
514+ 0.53% |
$79.5K - $87.3K
|
98.2K
$20.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
509+ 3.42% |
$78.8K - $86.5K
|
15.4K
$3.16M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
303New |
$46.9K - $51.5K
|
303
$62.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
250+ 15.84% |
$38.7K - $42.5K
|
1.83K
$375K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
165+ 3.71% |
$25.5K - $28K
|
4.61K
$947K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
157New |
$24.3K - $26.7K
|
157
$32.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
146New |
$22.6K - $24.8K
|
146
$30K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
135New |
$20.9K - $22.9K
|
135
$27.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
100New |
$15.5K - $17K
|
100
$20.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
86+ 172.0% |
$13.3K - $14.6K
|
136
$27.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
75+ 36.59% |
$11.6K - $12.7K
|
280
$57.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
75+ 5.36% |
$11.6K - $12.7K
|
1.48K
$303K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
65+ 45.14% |
$10.1K - $11K
|
209
$42.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
64New |
$9.9K - $10.9K
|
64
$13.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
59+ 36.88% |
$9.13K - $10K
|
219
$45K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50New |
$7.74K - $8.49K
|
50
$10.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
44New |
$6.81K - $7.47K
|
44
$9.04K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
38+ 0.89% |
$5.88K - $6.45K
|
4.31K
$885K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
37New |
$5.73K - $6.28K
|
37
$7.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
22New |
$3.4K - $3.74K
|
22
$4.52K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
20New |
$3.09K - $3.4K
|
20
$4.11K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
9+ 0.42% |
$1.39K - $1.53K
|
2.13K
$437K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
8+ 0.1% |
$1.24K - $1.36K
|
8.04K
$1.65M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
8New |
$1.24K - $1.36K
|
8
$1.64K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6+ 0.35% |
$928 - $1.02K
|
1.72K
$353K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
35.2KNew |
$5.25M - $6.17M
|
35.2K
$7.23M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
22.4K+ 1132.95% |
$3.35M - $3.93M
|
24.4K
$5.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.2KNew |
$2.87M - $3.37M
|
19.2K
$3.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
16.6K+ 101.54% |
$2.48M - $2.91M
|
33K
$6.77M
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15KNew |
$2.25M - $2.64M
|
15K
$3.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
- |
10KNew |
$1.49M - $1.75M
|
10K
$2.05M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
9.6KNew |
$1.43M - $1.68M
|
9.6K
$1.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
9.4KNew |
$1.4M - $1.65M
|
9.4K
$1.93M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.05KNew |
$903K - $1.06M
|
6.05K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
5.77KNew |
$861K - $1.01M
|
5.77K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.1K+ 242.69% |
$612K - $719K
|
5.79K
$1.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
3.84K+ 62.26% |
$574K - $674K
|
10K
$2.06M
|
|