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 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-17- 1.06% |
$3.41K - $3.97K
|
1.59K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-17- 1.38% |
$3.41K - $3.97K
|
1.21K
$274K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-18- 3.2% |
$3.61K - $4.21K
|
544
$123K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-18- 0.44% |
$3.61K - $4.21K
|
4.07K
$919K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-20- 0.68% |
$4.01K - $4.68K
|
2.93K
$662K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-20- 0.23% |
$4.01K - $4.68K
|
8.79K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 1.15% |
$4.01K - $4.68K
|
1.71K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-20- 0.14% |
$4.01K - $4.68K
|
13.8K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-20- 1.36% |
$4.01K - $4.68K
|
1.46K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-21- 1.78% |
$4.21K - $4.91K
|
1.16K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-21- 0.85% |
$4.21K - $4.91K
|
2.46K
$555K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-21- 10.66% |
$4.21K - $4.91K
|
176
$39.7K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-22- 3.47% |
$4.41K - $5.14K
|
612
$138K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-22- 1.44% |
$4.41K - $5.14K
|
1.5K
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-23- 0.56% |
$4.61K - $5.38K
|
4.09K
$924K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 8.42% |
$4.61K - $5.38K
|
250
$56.4K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-23- 95.83% |
$4.61K - $5.38K
|
1
$226
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-23- 7.59% |
$4.61K - $5.38K
|
280
$63.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-24- 7.0% |
$4.81K - $5.61K
|
319
$72K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-24- 1.4% |
$4.81K - $5.61K
|
1.69K
$382K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-25- 3.68% |
$5.01K - $5.84K
|
655
$148K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-25- 10.87% |
$5.01K - $5.84K
|
205
$46.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-25- 1.78% |
$5.01K - $5.84K
|
1.38K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-25- 0.17% |
$5.01K - $5.84K
|
15K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-25- 0.1% |
$5.01K - $5.84K
|
25.1K
$5.66M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-26- 0.67% |
$5.21K - $6.08K
|
3.86K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-27- 1.38% |
$5.41K - $6.31K
|
1.93K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-28- 1.2% |
$5.62K - $6.55K
|
2.31K
$521K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-30- 2.6% |
$6.02K - $7.01K
|
1.12K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-30- 1.05% |
$6.02K - $7.01K
|
2.82K
$637K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-31- 1.04% |
$6.22K - $7.25K
|
2.96K
$668K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-31- 0.41% |
$6.22K - $7.25K
|
7.54K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-31- 0.76% |
$6.22K - $7.25K
|
4.06K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-31- 2.59% |
$6.22K - $7.25K
|
1.17K
$263K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-32- 2.35% |
$6.42K - $7.48K
|
1.33K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-32- 0.35% |
$6.42K - $7.48K
|
9.19K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-32- 2.56% |
$6.42K - $7.48K
|
1.22K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-33- 2.99% |
$6.62K - $7.71K
|
1.07K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-33- 0.31% |
$6.62K - $7.71K
|
10.6K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-34- 2.62% |
$6.82K - $7.95K
|
1.26K
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.27% |
$6.82K - $7.95K
|
2.64K
$596K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-34- 0.57% |
$6.82K - $7.95K
|
5.91K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-34- 0.09% |
$6.82K - $7.95K
|
38.3K
$8.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-35- 21.88% |
$7.02K - $8.18K
|
125
$28.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-35- 0.34% |
$7.02K - $8.18K
|
10.4K
$2.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-36- 1.39% |
$7.22K - $8.42K
|
2.55K
$576K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-36- 0.24% |
$7.22K - $8.42K
|
14.9K
$3.36M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-36- 0.16% |
$7.22K - $8.42K
|
22.4K
$5.06M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-36- 0.26% |
$7.22K - $8.42K
|
13.9K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-37- 4.7% |
$7.42K - $8.65K
|
750
$169K
|