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
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-33- 2.99% |
$6.62K - $7.71K
|
1.07K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-33- 0.31% |
$6.62K - $7.71K
|
10.6K
$2.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-34- 2.62% |
$6.82K - $7.95K
|
1.26K
$279K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.27% |
$6.82K - $7.95K
|
2.64K
$583K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-34- 0.57% |
$6.82K - $7.95K
|
5.91K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-34- 0.09% |
$6.82K - $7.95K
|
38.3K
$8.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-35- 21.88% |
$7.02K - $8.18K
|
125
$27.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-35- 0.34% |
$7.02K - $8.18K
|
10.4K
$2.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-36- 1.39% |
$7.22K - $8.42K
|
2.55K
$563K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-36- 0.24% |
$7.22K - $8.42K
|
14.9K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-36- 0.16% |
$7.22K - $8.42K
|
22.4K
$4.95M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-36- 0.26% |
$7.22K - $8.42K
|
13.9K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-37- 4.7% |
$7.42K - $8.65K
|
750
$166K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-38- 0.02% |
$7.62K - $8.88K
|
230K
$50.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-38- 0.82% |
$7.62K - $8.88K
|
4.6K
$1.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39- 1.59% |
$7.82K - $9.12K
|
2.41K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-39- 1.07% |
$7.82K - $9.12K
|
3.59K
$793K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-40- 1.61% |
$8.02K - $9.35K
|
2.45K
$541K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-40- 0.67% |
$8.02K - $9.35K
|
5.97K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-40- 1.59% |
$8.02K - $9.35K
|
2.48K
$547K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-40- 0.65% |
$8.02K - $9.35K
|
6.08K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-40- 0.31% |
$8.02K - $9.35K
|
12.9K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-40- 1.81% |
$8.02K - $9.35K
|
2.18K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-40- 3.92% |
$8.02K - $9.35K
|
981
$217K
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-40- 1.04% |
$8.02K - $9.35K
|
3.79K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-40- 17.78% |
$8.02K - $9.35K
|
185
$40.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-41- 1.82% |
$8.22K - $9.58K
|
2.21K
$489K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-41- 4.52% |
$8.22K - $9.58K
|
866
$191K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-41- 3.89% |
$8.22K - $9.58K
|
1.01K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-42- 0.25% |
$8.42K - $9.82K
|
16.6K
$3.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-43- 0.97% |
$8.62K - $10.1K
|
4.41K
$973K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-43- 2.38% |
$8.62K - $10.1K
|
1.76K
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-43- 0.63% |
$8.62K - $10.1K
|
6.74K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-43- 2.17% |
$8.62K - $10.1K
|
1.94K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-43- 3.12% |
$8.62K - $10.1K
|
1.34K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-43- 1.42% |
$8.62K - $10.1K
|
2.98K
$657K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-44- 0.75% |
$8.82K - $10.3K
|
5.8K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-45- 0.26% |
$9.02K - $10.5K
|
17.1K
$3.77M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-45- 0.96% |
$9.02K - $10.5K
|
4.64K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-45- 2.42% |
$9.02K - $10.5K
|
1.82K
$401K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-45- 2.63% |
$9.02K - $10.5K
|
1.67K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-45- 0.55% |
$9.02K - $10.5K
|
8.15K
$1.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-47- 0.52% |
$9.43K - $11K
|
8.97K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-47- 2.36% |
$9.43K - $11K
|
1.94K
$429K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-47- 1.67% |
$9.43K - $11K
|
2.76K
$609K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-48- 0.95% |
$9.63K - $11.2K
|
5.03K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-48- 3.7% |
$9.63K - $11.2K
|
1.25K
$276K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-49- 1.64% |
$9.83K - $11.5K
|
2.94K
$648K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-49- 4.88% |
$9.83K - $11.5K
|
955
$211K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-49- 0.24% |
$9.83K - $11.5K
|
20.6K
$4.55M
|