Purchases and Sales Made in Q1 2025 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q1 2025. The information is specifically focused on institutions that hold shares of WASTE MANAGEMENT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
818+ 8.64% |
$164K - $191K
|
10.3K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
815+ 6.53% |
$163K - $191K
|
13.3K
$2.94M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
807+ 8.46% |
$162K - $189K
|
10.3K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
803+ 21.11% |
$161K - $188K
|
4.61K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
800+ 9.08% |
$160K - $187K
|
9.61K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
800+ 0.72% |
$160K - $187K
|
112K
$24.7M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
800New |
$160K - $187K
|
800
$177K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
800+ 17.85% |
$160K - $187K
|
5.28K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
781+ 50.68% |
$157K - $183K
|
2.32K
$513K
|
|
|
May 13, 2025
Q1 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
774New |
$155K - $181K
|
774
$171K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
768+ 21.12% |
$154K - $180K
|
4.41K
$973K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
758+ 2.77% |
$152K - $177K
|
28.1K
$6.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
752+ 3.31% |
$151K - $176K
|
23.5K
$5.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
751+ 2.52% |
$151K - $176K
|
30.5K
$6.74M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
748+ 2.72% |
$150K - $175K
|
28.3K
$6.24M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
747+ 25.25% |
$150K - $175K
|
3.71K
$818K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
747+ 2.48% |
$150K - $175K
|
30.9K
$6.82M
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
746New |
$150K - $174K
|
746
$165K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
741+ 2.88% |
$149K - $173K
|
26.4K
$5.84M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
737+ 6.56% |
$148K - $172K
|
12K
$2.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
733+ 19.15% |
$147K - $171K
|
4.56K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
725+ 3.56% |
$145K - $169K
|
21.1K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
720+ 1.12% |
$144K - $168K
|
65K
$14.3M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
715+ 6.31% |
$143K - $167K
|
12K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
700+ 59.42% |
$140K - $164K
|
1.88K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
700+ 0.39% |
$140K - $164K
|
181K
$39.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
694+ 6.14% |
$139K - $162K
|
12K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
679+ 1.32% |
$136K - $159K
|
52.3K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
676+ 6.68% |
$136K - $158K
|
10.8K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
658+ 21.29% |
$132K - $154K
|
3.75K
$828K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
654+ 3.72% |
$131K - $153K
|
18.2K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
651+ 4.5% |
$131K - $152K
|
15.1K
$3.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
650+ 9.37% |
$130K - $152K
|
7.59K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
646+ 2.12% |
$130K - $151K
|
31.1K
$6.86M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
644+ 6.32% |
$129K - $151K
|
10.8K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
637+ 0.73% |
$128K - $149K
|
88.5K
$19.5M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
634+ 6.18% |
$127K - $148K
|
10.9K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
632+ 5.08% |
$127K - $148K
|
13.1K
$2.88M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
632New |
$127K - $148K
|
632
$140K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
624+ 11.09% |
$125K - $146K
|
6.25K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
621+ 3.26% |
$125K - $145K
|
19.7K
$4.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
620+ 15.87% |
$124K - $145K
|
4.53K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
620+ 1.05% |
$124K - $145K
|
59.9K
$13.2M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
619New |
$124K - $145K
|
619
$137K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
617+ 0.72% |
$124K - $144K
|
85.9K
$19M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
610+ 7.34% |
$122K - $143K
|
8.93K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
605+ 6.89% |
$121K - $141K
|
9.39K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
597+ 35.81% |
$120K - $140K
|
2.26K
$500K
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
595+ 10.68% |
$119K - $139K
|
6.16K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
588+ 1013.79% |
$118K - $137K
|
646
$143K
|