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 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
18+ 1.48% |
$3.61K - $4.21K
|
1.24K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
17+ 18.28% |
$3.41K - $3.97K
|
110
$24.8K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17+ 1.34% |
$3.41K - $3.97K
|
1.29K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
16+ 0.51% |
$3.21K - $3.74K
|
3.15K
$712K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16+ 1.61% |
$3.21K - $3.74K
|
1.01K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
16+ 1.52% |
$3.21K - $3.74K
|
1.07K
$241K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15+ 9.04% |
$3.01K - $3.51K
|
181
$40.9K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
15+ 0.5% |
$3.01K - $3.51K
|
2.99K
$674K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.15% |
$3.01K - $3.51K
|
10.2K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
13+ 0.8% |
$2.61K - $3.04K
|
1.63K
$368K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
13+ 0.14% |
$2.61K - $3.04K
|
9K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$2.61K - $3.04K
|
6.54K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
13+ 0.39% |
$2.61K - $3.04K
|
3.36K
$758K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12+ 6.38% |
$2.41K - $2.81K
|
200
$45.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
12New |
$2.41K - $2.81K
|
12
$2.71K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12+ 0.53% |
$2.41K - $2.81K
|
2.29K
$518K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12+ 1.15% |
$2.41K - $2.81K
|
1.06K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
12+ 0.71% |
$2.41K - $2.81K
|
1.7K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12+ 0.33% |
$2.41K - $2.81K
|
3.69K
$832K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 7.64% |
$2.21K - $2.57K
|
155
$35K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 1.93% |
$2.21K - $2.57K
|
582
$131K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 0.9% |
$2.21K - $2.57K
|
1.23K
$278K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
10+ 0.88% |
$2.01K - $2.34K
|
1.14K
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10+ 0.95% |
$2.01K - $2.34K
|
1.06K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
10+ 0.47% |
$2.01K - $2.34K
|
2.13K
$481K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
10+ 0.31% |
$2.01K - $2.34K
|
3.19K
$721K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 1.64% |
$2.01K - $2.34K
|
619
$140K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
10New |
$2.01K - $2.34K
|
10
$2.26K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10+ 0.67% |
$2.01K - $2.34K
|
1.5K
$339K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
9+ 0.52% |
$1.8K - $2.1K
|
1.74K
$393K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9New |
$1.8K - $2.1K
|
9
$2.03K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
9+ 0.33% |
$1.8K - $2.1K
|
2.78K
$627K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.49% |
$1.6K - $1.87K
|
1.66K
$374K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8+ 0.12% |
$1.6K - $1.87K
|
6.82K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 80.0% |
$1.6K - $1.87K
|
18
$4.06K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8+ 0.74% |
$1.6K - $1.87K
|
1.09K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8+ 0.46% |
$1.6K - $1.87K
|
1.75K
$396K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.14% |
$1.6K - $1.87K
|
5.62K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8New |
$1.6K - $1.87K
|
8
$1.81K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7+ 0.64% |
$1.4K - $1.64K
|
1.1K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
7+ 0.06% |
$1.4K - $1.64K
|
11.1K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
7+ 0.57% |
$1.4K - $1.64K
|
1.24K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 0.99% |
$1.4K - $1.64K
|
712
$161K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7+ 0.09% |
$1.4K - $1.64K
|
7.78K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7+ 0.14% |
$1.4K - $1.64K
|
5.04K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 12.0% |
$1.2K - $1.4K
|
56
$12.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6+ 0.28% |
$1.2K - $1.4K
|
2.17K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.34% |
$1.2K - $1.4K
|
1.76K
$396K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6New |
$1.2K - $1.4K
|
6
$1.35K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6+ 0.47% |
$1.2K - $1.4K
|
1.27K
$287K
|