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 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
65+ 39.16% |
$13K - $15.2K
|
231
$52.1K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
65+ 3.07% |
$13K - $15.2K
|
2.18K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
65+ 4.19% |
$13K - $15.2K
|
1.62K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
64+ 0.72% |
$12.8K - $15K
|
8.94K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
64New |
$12.8K - $15K
|
64
$14.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
63+ 3.4% |
$12.6K - $14.7K
|
1.92K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
63+ 10.13% |
$12.6K - $14.7K
|
685
$155K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
62+ 1.5% |
$12.4K - $14.5K
|
4.19K
$945K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
62+ 4.13% |
$12.4K - $14.5K
|
1.56K
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
61+ 3.92% |
$12.2K - $14.3K
|
1.62K
$365K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
59+ 3.94% |
$11.8K - $13.8K
|
1.56K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
58+ 9.32% |
$11.6K - $13.6K
|
680
$153K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
56+ 0.04% |
$11.2K - $13.1K
|
145K
$32.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
55+ 0.37% |
$11K - $12.9K
|
15.1K
$3.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
55+ 1.95% |
$11K - $12.9K
|
2.88K
$650K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55+ 0.97% |
$11K - $12.9K
|
5.73K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
55+ 1.71% |
$11K - $12.9K
|
3.26K
$737K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
55+ 0.31% |
$11K - $12.9K
|
17.7K
$3.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
53+ 5.21% |
$10.6K - $12.4K
|
1.07K
$242K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
51+ 4.92% |
$10.2K - $11.9K
|
1.09K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
51+ 0.23% |
$10.2K - $11.9K
|
22.4K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
51+ 1.27% |
$10.2K - $11.9K
|
4.08K
$921K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 2.04% |
$10K - $11.7K
|
2.5K
$563K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50+ 1.29% |
$10K - $11.7K
|
3.91K
$883K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
50+ 0.1% |
$10K - $11.7K
|
49.1K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
49+ 69.01% |
$9.83K - $11.5K
|
120
$27.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
49+ 2.43% |
$9.83K - $11.5K
|
2.06K
$465K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
49+ 0.68% |
$9.83K - $11.5K
|
7.21K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
48+ 3.21% |
$9.63K - $11.2K
|
1.54K
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
47+ 0.72% |
$9.43K - $11K
|
6.61K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
47New |
$9.43K - $11K
|
47
$10.6K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
47+ 2.8% |
$9.43K - $11K
|
1.73K
$389K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
46+ 1.36% |
$9.22K - $10.8K
|
3.43K
$774K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
46+ 3.06% |
$9.22K - $10.8K
|
1.55K
$349K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
46+ 3.14% |
$9.22K - $10.8K
|
1.51K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
46+ 3.57% |
$9.22K - $10.8K
|
1.34K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
45+ 3.02% |
$9.02K - $10.5K
|
1.53K
$346K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.98% |
$9.02K - $10.5K
|
2.32K
$523K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
44+ 0.38% |
$8.82K - $10.3K
|
11.7K
$2.63M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
44+ 3.06% |
$8.82K - $10.3K
|
1.48K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
43+ 3.26% |
$8.62K - $10.1K
|
1.36K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
43+ 3.03% |
$8.62K - $10.1K
|
1.46K
$330K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
42+ 0.03% |
$8.42K - $9.82K
|
133K
$30M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 1.15% |
$8.42K - $9.82K
|
3.69K
$833K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
42+ 2.02% |
$8.42K - $9.82K
|
2.12K
$479K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
40New |
$8.02K - $9.35K
|
40
$9.03K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
40+ 0.92% |
$8.02K - $9.35K
|
4.37K
$986K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
40+ 0.61% |
$8.02K - $9.35K
|
6.6K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
38+ 1.81% |
$7.62K - $8.88K
|
2.13K
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
37+ 2.31% |
$7.42K - $8.65K
|
1.64K
$370K
|