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 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2- 0.17% |
$401 - $468
|
1.19K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2- 0.01% |
$401 - $468
|
22.2K
$4.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2- 0.06% |
$401 - $468
|
3.18K
$703K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2- 0.18% |
$401 - $468
|
1.1K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$401 - $468
|
2.14K
$472K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2- 2.2% |
$401 - $468
|
89
$19.7K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2- 0.14% |
$401 - $468
|
1.46K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$401 - $468
|
4.21K
$929K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 14.29% |
$401 - $468
|
12
$2.65K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 0.5% |
$602 - $701
|
595
$131K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3- 0.29% |
$602 - $701
|
1.02K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3- 0.53% |
$602 - $701
|
562
$124K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3- 0.16% |
$602 - $701
|
1.91K
$422K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-4- 0.02% |
$802 - $935
|
18.5K
$4.08M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-4- 0.7% |
$802 - $935
|
567
$125K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4- 0.33% |
$802 - $935
|
1.2K
$266K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-4- 0.45% |
$802 - $935
|
888
$196K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-4- 0.75% |
$802 - $935
|
531
$117K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-5- 0.32% |
$1K - $1.17K
|
1.56K
$343K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5- 0.82% |
$1K - $1.17K
|
606
$134K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5- 0.16% |
$1K - $1.17K
|
3.13K
$692K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-6- 0.24% |
$1.2K - $1.4K
|
2.51K
$554K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6- 0.26% |
$1.2K - $1.4K
|
2.28K
$503K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 0.4% |
$1.2K - $1.4K
|
1.48K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-6- 0.12% |
$1.2K - $1.4K
|
5.12K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 4.05% |
$1.2K - $1.4K
|
142
$31.4K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-6- 3.3% |
$1.2K - $1.4K
|
176
$38.9K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-6- 0.2% |
$1.2K - $1.4K
|
3.06K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6- 0.28% |
$1.2K - $1.4K
|
2.17K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7- 0.26% |
$1.4K - $1.64K
|
2.64K
$583K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8- 0.43% |
$1.6K - $1.87K
|
1.85K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-8- 0.49% |
$1.6K - $1.87K
|
1.63K
$360K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-9- 0.68% |
$1.8K - $2.1K
|
1.31K
$288K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9- 0.25% |
$1.8K - $2.1K
|
3.58K
$791K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-9- 0.34% |
$1.8K - $2.1K
|
2.67K
$589K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.8K - $2.1K
|
5.11K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-9- 0.84% |
$1.8K - $2.1K
|
1.07K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-9- 0.45% |
$1.8K - $2.1K
|
1.98K
$436K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-9- 0.62% |
$1.8K - $2.1K
|
1.44K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-10- 3.27% |
$2.01K - $2.34K
|
296
$65.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-10- 9.9% |
$2.01K - $2.34K
|
91
$20.1K
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-10- 0.13% |
$2.01K - $2.34K
|
7.6K
$1.68M
|
|
|
Aug 25, 2025
Q1 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-10- 0.46% |
$2.01K - $2.34K
|
2.18K
$481K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-11- 0.46% |
$2.21K - $2.57K
|
2.39K
$527K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11- 0.77% |
$2.21K - $2.57K
|
1.43K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 3.01% |
$2.21K - $2.57K
|
354
$78.2K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-11- 0.35% |
$2.21K - $2.57K
|
3.14K
$693K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11- 0.29% |
$2.21K - $2.57K
|
3.78K
$835K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-12- 0.19% |
$2.41K - $2.81K
|
6.47K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-13- 0.19% |
$2.61K - $3.04K
|
6.85K
$1.51M
|