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 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
114+ 2.04% |
$22.9K - $26.7K
|
5.7K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
114+ 4.48% |
$22.9K - $26.7K
|
2.66K
$587K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
113+ 5.12% |
$22.7K - $26.4K
|
2.32K
$512K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
112+ 10.97% |
$22.5K - $26.2K
|
1.13K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
109+ 2.65% |
$21.9K - $25.5K
|
4.22K
$932K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
108+ 4.62% |
$21.7K - $25.2K
|
2.45K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
105+ 6.66% |
$21.1K - $24.5K
|
1.68K
$371K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
104+ 3.01% |
$20.9K - $24.3K
|
3.56K
$786K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
103+ 1.09% |
$20.7K - $24.1K
|
9.54K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
102+ 3.38% |
$20.5K - $23.8K
|
3.12K
$689K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
102+ 6.16% |
$20.5K - $23.8K
|
1.76K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
102+ 5.32% |
$20.5K - $23.8K
|
2.02K
$446K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
102+ 5.37% |
$20.5K - $23.8K
|
2K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
101+ 9.43% |
$20.3K - $23.6K
|
1.17K
$259K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 5.59% |
$20.1K - $23.4K
|
1.89K
$417K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
100New |
$20.1K - $23.4K
|
100
$22.1K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
100New |
$20.1K - $23.4K
|
100
$22.1K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100+ 5.15% |
$20.1K - $23.4K
|
2.04K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Diamant Asset Management, Inc.
|
BUY
|
- |
100+ 7.52% |
$20.1K - $23.4K
|
1.43K
$316K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
99+ 68.28% |
$19.9K - $23.1K
|
244
$53.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
98+ 3.62% |
$19.7K - $22.9K
|
2.81K
$619K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
98+ 4.59% |
$19.7K - $22.9K
|
2.23K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
98+ 1.64% |
$19.7K - $22.9K
|
6.07K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
97+ 5.26% |
$19.5K - $22.7K
|
1.94K
$429K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
97+ 1.07% |
$19.5K - $22.7K
|
9.2K
$2.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
95+ 0.52% |
$19.1K - $22.2K
|
18.4K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
92+ 6.54% |
$18.4K - $21.5K
|
1.5K
$331K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
90+ 0.69% |
$18K - $21K
|
13.1K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
90+ 8.67% |
$18K - $21K
|
1.13K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
89+ 1.34% |
$17.8K - $20.8K
|
6.72K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
88+ 24.24% |
$17.6K - $20.6K
|
451
$99.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
87+ 2.67% |
$17.4K - $20.3K
|
3.35K
$740K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
87+ 8.53% |
$17.4K - $20.3K
|
1.11K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
86+ 6.17% |
$17.2K - $20.1K
|
1.48K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
86+ 0.57% |
$17.2K - $20.1K
|
15.2K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
86+ 6.95% |
$17.2K - $20.1K
|
1.32K
$292K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
86+ 6.72% |
$17.2K - $20.1K
|
1.37K
$301K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
85+ 1.0% |
$17K - $19.9K
|
8.6K
$1.9M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
85+ 2.59% |
$17K - $19.9K
|
3.37K
$745K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
85+ 0.58% |
$17K - $19.9K
|
14.6K
$3.23M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
83+ 2.75% |
$16.6K - $19.4K
|
3.1K
$684K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
82+ 7.83% |
$16.4K - $19.2K
|
1.13K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
80+ 3.04% |
$16K - $18.7K
|
2.71K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
79+ 7.75% |
$15.8K - $18.5K
|
1.1K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
78+ 4.64% |
$15.6K - $18.2K
|
1.76K
$388K
|
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
77+ 0.24% |
$15.4K - $18K
|
32.3K
$7.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
75New |
$15K - $17.5K
|
75
$16.6K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
75+ 0.73% |
$15K - $17.5K
|
10.3K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
75+ 5.0% |
$15K - $17.5K
|
1.58K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
75+ 120.97% |
$15K - $17.5K
|
137
$30.3K
|