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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
356+ 3.32% |
$71.4K - $83.2K
|
11.1K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
351+ 8.34% |
$70.4K - $82.1K
|
4.56K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
348New |
$69.8K - $81.4K
|
348
$78.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
347+ 5.91% |
$69.6K - $81.1K
|
6.22K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
347+ 1.46% |
$69.6K - $81.1K
|
24K
$5.43M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
347+ 0.44% |
$69.6K - $81.1K
|
80K
$18.1M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
346+ 4.06% |
$69.4K - $80.9K
|
8.87K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
345+ 7.83% |
$69.2K - $80.7K
|
4.75K
$1.07M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
342+ 4.38% |
$68.6K - $80K
|
8.15K
$1.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
341New |
$68.4K - $79.7K
|
341
$77K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
339+ 3.98% |
$68K - $79.3K
|
8.85K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
337+ 20.97% |
$67.6K - $78.8K
|
1.94K
$439K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
336+ 12.23% |
$67.4K - $78.6K
|
3.08K
$696K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
335+ 5.13% |
$67.2K - $78.3K
|
6.86K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
334+ 11.68% |
$67K - $78.1K
|
3.19K
$721K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
330+ 0.24% |
$66.2K - $77.1K
|
135K
$30.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
328+ 9.85% |
$65.8K - $76.7K
|
3.66K
$825K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
326New |
$65.4K - $76.2K
|
326
$73.6K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
325+ 10.53% |
$65.2K - $76K
|
3.41K
$770K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
322+ 7.98% |
$64.6K - $75.3K
|
4.36K
$984K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
321+ 3.9% |
$64.4K - $75K
|
8.54K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
319+ 5.95% |
$64K - $74.6K
|
5.68K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
313+ 5.6% |
$62.8K - $73.2K
|
5.9K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
313+ 3.75% |
$62.8K - $73.2K
|
8.67K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
309New |
$62K - $72.2K
|
309
$69.7K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
307+ 26.65% |
$61.6K - $71.8K
|
1.46K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
306+ 0.25% |
$61.4K - $71.5K
|
123K
$27.6M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
306+ 0.94% |
$61.4K - $71.5K
|
32.7K
$7.38M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
305+ 0.22% |
$61.2K - $71.3K
|
140K
$31.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
304+ 6.55% |
$61K - $71.1K
|
4.94K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
302+ 11.1% |
$60.6K - $70.6K
|
3.02K
$682K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
302+ 0.41% |
$60.6K - $70.6K
|
73.2K
$16.5M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
298+ 4.19% |
$59.8K - $69.7K
|
7.42K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
293+ 6.43% |
$58.8K - $68.5K
|
4.85K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
285+ 6.45% |
$57.2K - $66.6K
|
4.7K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
282+ 7.04% |
$56.6K - $65.9K
|
4.29K
$967K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
277+ 21.86% |
$55.5K - $64.8K
|
1.54K
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
275+ 2.32% |
$55.1K - $64.3K
|
12.2K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
272+ 3.6% |
$54.5K - $63.6K
|
7.84K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
269+ 23.76% |
$53.9K - $62.9K
|
1.4K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
265+ 1.21% |
$53.1K - $62K
|
22.1K
$5M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
264+ 4.94% |
$52.9K - $61.7K
|
5.61K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
264+ 0.48% |
$52.9K - $61.7K
|
55.5K
$12.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
249+ 23.8% |
$49.9K - $58.2K
|
1.3K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
247+ 1.95% |
$49.5K - $57.7K
|
12.9K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
243+ 1.16% |
$48.7K - $56.8K
|
21.2K
$4.78M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
240+ 7.35% |
$48.1K - $56.1K
|
3.5K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
239+ 191.2% |
$47.9K - $55.9K
|
364
$82.2K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
239+ 8.26% |
$47.9K - $55.9K
|
3.13K
$707K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
237+ 18.62% |
$47.5K - $55.4K
|
1.51K
$341K
|