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 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
160+ 380.95% |
$32.1K - $37.4K
|
202
$45.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
159+ 1.54% |
$31.9K - $37.2K
|
10.5K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
158New |
$31.7K - $36.9K
|
158
$35.7K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
155+ 9.98% |
$31.1K - $36.2K
|
1.71K
$385K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
152+ 0.71% |
$30.5K - $35.5K
|
21.6K
$4.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
150+ 1.68% |
$30.1K - $35.1K
|
9.1K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
150+ 12.26% |
$30.1K - $35.1K
|
1.37K
$310K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
149+ 1.23% |
$29.9K - $34.8K
|
12.3K
$2.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
145+ 0.68% |
$29.1K - $33.9K
|
21.4K
$4.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
145+ 4.7% |
$29.1K - $33.9K
|
3.23K
$730K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
143+ 0.52% |
$28.7K - $33.4K
|
27.8K
$6.28M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
143+ 8.64% |
$28.7K - $33.4K
|
1.8K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
140+ 0.16% |
$28.1K - $32.7K
|
86.1K
$19.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
137+ 0.43% |
$27.5K - $32K
|
31.8K
$7.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
136+ 0.2% |
$27.3K - $31.8K
|
67.1K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
136+ 2.07% |
$27.3K - $31.8K
|
6.71K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
132+ 1.49% |
$26.5K - $30.9K
|
9K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
131+ 0.4% |
$26.3K - $30.6K
|
33.1K
$7.48M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
131+ 0.48% |
$26.3K - $30.6K
|
27.4K
$6.18M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
128+ 10.55% |
$25.7K - $29.9K
|
1.34K
$303K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
127+ 7.78% |
$25.5K - $29.7K
|
1.76K
$397K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
127+ 1.94% |
$25.5K - $29.7K
|
6.66K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
127+ 21.56% |
$25.5K - $29.7K
|
716
$162K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
126+ 3.36% |
$25.3K - $29.5K
|
3.88K
$875K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
126+ 116.67% |
$25.3K - $29.5K
|
234
$52.8K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
125New |
$25.1K - $29.2K
|
125
$28.2K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
125+ 9.89% |
$25.1K - $29.2K
|
1.39K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
122+ 1.4% |
$24.5K - $28.5K
|
8.82K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
122+ 123.23% |
$24.5K - $28.5K
|
221
$49.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
121+ 2.0% |
$24.3K - $28.3K
|
6.18K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
121+ 1.12% |
$24.3K - $28.3K
|
10.9K
$2.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
120+ 10.22% |
$24.1K - $28.1K
|
1.29K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
120+ 0.38% |
$24.1K - $28.1K
|
31.4K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
120+ 857.14% |
$24.1K - $28.1K
|
134
$30.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
118+ 2.59% |
$23.7K - $27.6K
|
4.67K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
118+ 4.27% |
$23.7K - $27.6K
|
2.88K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
118+ 43.7% |
$23.7K - $27.6K
|
388
$87.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
117+ 0.26% |
$23.5K - $27.4K
|
44.8K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
116+ 11.08% |
$23.3K - $27.1K
|
1.16K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
115+ 1.32% |
$23.1K - $26.9K
|
8.85K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
114+ 2.04% |
$22.9K - $26.7K
|
5.7K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
114+ 4.48% |
$22.9K - $26.7K
|
2.66K
$600K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
113+ 5.12% |
$22.7K - $26.4K
|
2.32K
$524K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
112+ 10.97% |
$22.5K - $26.2K
|
1.13K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
109+ 2.65% |
$21.9K - $25.5K
|
4.22K
$953K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
108+ 4.62% |
$21.7K - $25.2K
|
2.45K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
105+ 6.66% |
$21.1K - $24.5K
|
1.68K
$380K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
104+ 3.01% |
$20.9K - $24.3K
|
3.56K
$803K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
103+ 1.09% |
$20.7K - $24.1K
|
9.54K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
102+ 3.38% |
$20.5K - $23.8K
|
3.12K
$705K
|