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 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-199- 14.61% |
$39.9K - $46.5K
|
1.16K
$262K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-200- 4.76% |
$40.1K - $46.8K
|
4K
$903K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-200- 6.49% |
$40.1K - $46.8K
|
2.88K
$650K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-201- 5.36% |
$40.3K - $47K
|
3.55K
$801K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-202- 0.83% |
$40.5K - $47.2K
|
24.2K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-206- 2.3% |
$41.3K - $48.2K
|
8.75K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-207- 12.02% |
$41.5K - $48.4K
|
1.52K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-208- 0.7% |
$41.7K - $48.6K
|
29.7K
$6.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-209- 3.51% |
$41.9K - $48.9K
|
5.74K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-210- 9.99% |
$42.1K - $49.1K
|
1.89K
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-213- 1.12% |
$42.7K - $49.8K
|
18.9K
$4.26M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-214- 0.79% |
$42.9K - $50K
|
26.8K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-215- 11.44% |
$43.1K - $50.3K
|
1.67K
$376K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-217- 6.45% |
$43.5K - $50.7K
|
3.15K
$710K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-218- 46.68% |
$43.7K - $51K
|
249
$56.2K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-219- 1.86% |
$43.9K - $51.2K
|
11.6K
$2.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-220- 3.38% |
$44.1K - $51.4K
|
6.29K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-220- 26.96% |
$44.1K - $51.4K
|
596
$135K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-221- 3.68% |
$44.3K - $51.7K
|
5.78K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-222- 0.25% |
$44.5K - $51.9K
|
89.2K
$20.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-224- 1.98% |
$44.9K - $52.4K
|
11.1K
$2.5M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-224- 2.91% |
$44.9K - $52.4K
|
7.47K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-224- 11.18% |
$44.9K - $52.4K
|
1.78K
$402K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-224- 4.29% |
$44.9K - $52.4K
|
5K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-225- 1.49% |
$45.1K - $52.6K
|
14.9K
$3.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-225- 8.91% |
$45.1K - $52.6K
|
2.3K
$519K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-226- 19.01% |
$45.3K - $52.8K
|
963
$217K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-228- 9.63% |
$45.7K - $53.3K
|
2.14K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-229- 11.93% |
$45.9K - $53.5K
|
1.69K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-230- 1.02% |
$46.1K - $53.8K
|
22.3K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-231- 0.41% |
$46.3K - $54K
|
55.9K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-233- 8.42% |
$46.7K - $54.5K
|
2.54K
$572K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-235- 6.6% |
$47.1K - $54.9K
|
3.32K
$750K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-240- 14.06% |
$48.1K - $56.1K
|
1.47K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-246- 11.07% |
$49.3K - $57.5K
|
1.98K
$446K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-247- 1.74% |
$49.5K - $57.7K
|
13.9K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-250- 19.23% |
$50.1K - $58.4K
|
1.05K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-253- 29.98% |
$50.7K - $59.1K
|
591
$133K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-255- 12.11% |
$51.1K - $59.6K
|
1.85K
$418K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-256- 2.66% |
$51.3K - $59.8K
|
9.38K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-260- 0.75% |
$52.1K - $60.8K
|
34.2K
$7.72M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-261- 0.68% |
$52.3K - $61K
|
38K
$8.58M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-265- 5.18% |
$53.1K - $62K
|
4.85K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-265- 3.28% |
$53.1K - $62K
|
7.8K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-265- 1.63% |
$53.1K - $62K
|
16K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-270- 4.58% |
$54.1K - $63.1K
|
5.62K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-277- 11.42% |
$55.5K - $64.8K
|
2.15K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-280- 3.31% |
$56.2K - $65.5K
|
8.18K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-288- 18.5% |
$57.8K - $67.3K
|
1.27K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-295- 5.59% |
$59.2K - $69K
|
4.98K
$1.12M
|