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 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
522+ 9.7% |
$105K - $122K
|
5.9K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
517+ 16.36% |
$104K - $121K
|
3.68K
$830K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
514+ 7.2% |
$103K - $120K
|
7.66K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
511+ 7.42% |
$102K - $119K
|
7.4K
$1.67M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
506+ 17.75% |
$101K - $118K
|
3.36K
$757K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
503+ 10.19% |
$101K - $118K
|
5.44K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
500+ 37.91% |
$100K - $117K
|
1.82K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
500+ 33.03% |
$100K - $117K
|
2.01K
$455K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
497+ 8.33% |
$99.7K - $116K
|
6.47K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
495+ 3.41% |
$99.3K - $116K
|
15K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
493+ 3.59% |
$98.9K - $115K
|
14.2K
$3.21M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
491+ 24.08% |
$98.5K - $115K
|
2.53K
$571K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
488+ 8.81% |
$97.9K - $114K
|
6.03K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
484+ 28.83% |
$97.1K - $113K
|
2.16K
$488K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
484+ 12.73% |
$97.1K - $113K
|
4.29K
$968K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
482+ 12.38% |
$96.7K - $113K
|
4.38K
$987K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
478+ 8.92% |
$95.9K - $112K
|
5.84K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
473+ 5.45% |
$94.9K - $111K
|
9.15K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
471+ 22.47% |
$94.5K - $110K
|
2.57K
$579K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
470+ 3.06% |
$94.3K - $110K
|
15.8K
$3.57M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
467+ 108.6% |
$93.7K - $109K
|
897
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
465+ 15.41% |
$93.3K - $109K
|
3.48K
$786K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
462+ 21.88% |
$92.6K - $108K
|
2.57K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
455+ 40.73% |
$91.2K - $106K
|
1.57K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
437+ 37.19% |
$87.6K - $102K
|
1.61K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
430+ 3.25% |
$86.2K - $101K
|
13.7K
$3.08M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
430+ 2.12% |
$86.2K - $101K
|
20.7K
$4.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
427+ 13.79% |
$85.6K - $99.8K
|
3.52K
$795K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
420+ 69.08% |
$84.2K - $98.2K
|
1.03K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
417+ 1.58% |
$83.6K - $97.5K
|
26.8K
$6.06M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
414+ 30.83% |
$83K - $96.8K
|
1.76K
$397K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
412+ 6.55% |
$82.6K - $96.3K
|
6.7K
$1.51M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
410New |
$82.2K - $95.8K
|
410
$92.5K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
408New |
$81.8K - $95.4K
|
408
$92.1K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
407+ 10.73% |
$81.6K - $95.1K
|
4.2K
$948K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
405+ 1.24% |
$81.2K - $94.7K
|
33.1K
$7.47M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
405+ 21.17% |
$81.2K - $94.7K
|
2.32K
$523K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
404+ 2.53% |
$81K - $94.4K
|
16.4K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
400New |
$80.2K - $93.5K
|
400
$90.3K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
391+ 7.56% |
$78.4K - $91.4K
|
5.56K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
390+ 1.98% |
$78.2K - $91.2K
|
20.1K
$4.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
389+ 11.85% |
$78K - $90.9K
|
3.67K
$829K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
387+ 3.28% |
$77.6K - $90.5K
|
12.2K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
386+ 3.7% |
$77.4K - $90.2K
|
10.8K
$2.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
386+ 1.17% |
$77.4K - $90.2K
|
33.3K
$7.52M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
379+ 0.63% |
$76K - $88.6K
|
60.3K
$13.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
378+ 3.26% |
$75.8K - $88.4K
|
12K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
371+ 20.28% |
$74.4K - $86.7K
|
2.2K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
368+ 9.99% |
$73.8K - $86K
|
4.05K
$915K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
357+ 5.04% |
$71.6K - $83.5K
|
7.44K
$1.68M
|