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 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-81- 4.59% |
$16.2K - $18.9K
|
1.68K
$372K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-82- 4.38% |
$16.4K - $19.2K
|
1.79K
$396K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-82- 6.49% |
$16.4K - $19.2K
|
1.18K
$261K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-83- 3.17% |
$16.6K - $19.4K
|
2.54K
$561K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-84- 0.34% |
$16.8K - $19.6K
|
24.3K
$5.36M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-85- 4.57% |
$17K - $19.9K
|
1.78K
$392K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-86- 6.6% |
$17.2K - $20.1K
|
1.22K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-86- 0.84% |
$17.2K - $20.1K
|
10.2K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-86- 0.16% |
$17.2K - $20.1K
|
53.5K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-87- 5.57% |
$17.4K - $20.3K
|
1.48K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-88- 0.86% |
$17.6K - $20.6K
|
10.2K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-90- 1.39% |
$18K - $21K
|
6.37K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-92- 4.72% |
$18.4K - $21.5K
|
1.86K
$410K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-92- 2.09% |
$18.4K - $21.5K
|
4.3K
$950K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-92- 8.35% |
$18.4K - $21.5K
|
1.01K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-92- 0.2% |
$18.4K - $21.5K
|
46K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-93- 3.88% |
$18.7K - $21.7K
|
2.3K
$509K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-93- 0.69% |
$18.7K - $21.7K
|
13.4K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-94- 5.19% |
$18.9K - $22K
|
1.72K
$379K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-95- 2.05% |
$19.1K - $22.2K
|
4.53K
$1M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-95- 7.15% |
$19.1K - $22.2K
|
1.23K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-96- 5.26% |
$19.3K - $22.4K
|
1.73K
$382K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-97- 7.34% |
$19.5K - $22.7K
|
1.23K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-97- 1.66% |
$19.5K - $22.7K
|
5.75K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-99- 9.01% |
$19.9K - $23.1K
|
1K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-99- 3.76% |
$19.9K - $23.1K
|
2.54K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-99- 3.57% |
$19.9K - $23.1K
|
2.67K
$590K
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-100- 8.16% |
$20.1K - $23.4K
|
1.13K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-100- 2.65% |
$20.1K - $23.4K
|
3.68K
$812K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-100- 0.8% |
$20.1K - $23.4K
|
12.5K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 1.63% |
$20.1K - $23.4K
|
6.05K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-100- 0.86% |
$20.1K - $23.4K
|
11.6K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-100- 2.12% |
$20.1K - $23.4K
|
4.63K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-100- 1.21% |
$20.1K - $23.4K
|
8.18K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 3.68% |
$20.1K - $23.4K
|
2.62K
$577K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-100- 1.18% |
$20.1K - $23.4K
|
8.34K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-100- 2.56% |
$20.1K - $23.4K
|
3.81K
$841K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-100- 2.57% |
$20.1K - $23.4K
|
3.79K
$838K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-101- 0.05% |
$20.3K - $23.6K
|
192K
$42.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-102- 0.95% |
$20.5K - $23.8K
|
10.6K
$2.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-103- 0.99% |
$20.7K - $24.1K
|
10.3K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-103- 2.98% |
$20.7K - $24.1K
|
3.36K
$741K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-104- 0.5% |
$20.9K - $24.3K
|
20.5K
$4.53M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-104- 0.69% |
$20.9K - $24.3K
|
15.1K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-104- 1.07% |
$20.9K - $24.3K
|
9.65K
$2.13M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-104- 7.23% |
$20.9K - $24.3K
|
1.34K
$295K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-105- 5.01% |
$21.1K - $24.5K
|
1.99K
$439K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-106- 1.85% |
$21.3K - $24.8K
|
5.62K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-108- 1.04% |
$21.7K - $25.2K
|
10.3K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-108- 2.1% |
$21.7K - $25.2K
|
5.03K
$1.11M
|