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
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
6+ 0.32% |
$1.2K - $1.4K
|
1.91K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6+ 3.26% |
$1.2K - $1.4K
|
190
$42.9K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
6+ 0.6% |
$1.2K - $1.4K
|
1K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6+ 37.5% |
$1.2K - $1.4K
|
22
$4.97K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 8.57% |
$1.2K - $1.4K
|
76
$17.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 4.5% |
$1K - $1.17K
|
116
$26.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.33% |
$1K - $1.17K
|
1.52K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.38% |
$1K - $1.17K
|
1.3K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.03% |
$1K - $1.17K
|
16K
$3.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
5+ 0.19% |
$1K - $1.17K
|
2.62K
$591K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
5New |
$1K - $1.17K
|
5
$1.13K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
5+ 0.33% |
$1K - $1.17K
|
1.52K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
5+ 0.05% |
$1K - $1.17K
|
9.69K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5+ 0.43% |
$1K - $1.17K
|
1.17K
$265K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5+ 0.37% |
$1K - $1.17K
|
1.35K
$304K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.21% |
$802 - $935
|
1.93K
$435K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4+ 0.21% |
$802 - $935
|
1.95K
$440K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 6.45% |
$802 - $935
|
66
$14.9K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.28% |
$802 - $935
|
1.46K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4+ 0.16% |
$802 - $935
|
2.49K
$562K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4+ 0.11% |
$802 - $935
|
3.52K
$795K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4+ 0.26% |
$802 - $935
|
1.53K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
4+ 0.06% |
$802 - $935
|
6.66K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.05% |
$802 - $935
|
7.36K
$1.66M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$802 - $935
|
4
$903
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.34% |
$602 - $701
|
892
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
3+ 0.04% |
$602 - $701
|
8.14K
$1.84M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.18% |
$602 - $701
|
1.64K
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$602 - $701
|
1.12K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.06% |
$602 - $701
|
5.29K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 6.0% |
$602 - $701
|
53
$12K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$602 - $701
|
5.65K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$602 - $701
|
2.51K
$565K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3+ 0.29% |
$602 - $701
|
1.02K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3+ 0.17% |
$602 - $701
|
1.72K
$388K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.17% |
$602 - $701
|
1.73K
$391K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3+ 0.16% |
$602 - $701
|
1.88K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3+ 0.25% |
$602 - $701
|
1.23K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
$602 - $701
|
3
$677
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
3+ 0.11% |
$602 - $701
|
2.66K
$600K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2+ 0.08% |
$401 - $468
|
2.53K
$572K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.51% |
$401 - $468
|
392
$88.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
2+ 0.02% |
$401 - $468
|
9.51K
$2.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2+ 0.16% |
$401 - $468
|
1.23K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.12% |
$401 - $468
|
1.69K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2+ 0.19% |
$401 - $468
|
1.05K
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.23% |
$401 - $468
|
888
$200K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.26% |
$401 - $468
|
781
$176K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 6.25% |
$401 - $468
|
34
$7.67K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2+ 0.08% |
$401 - $468
|
2.61K
$590K
|