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
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-401- 3.71% |
$80.4K - $93.7K
|
10.4K
$2.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-410- 1.49% |
$82.2K - $95.8K
|
27.2K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-415- 2.89% |
$83.2K - $97K
|
13.9K
$3.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-419- 1.36% |
$84K - $98K
|
30.4K
$6.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-424- 4.92% |
$85K - $99.1K
|
8.2K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-425- 12.65% |
$85.2K - $99.4K
|
2.94K
$648K
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-430- 0.75% |
$86.2K - $101K
|
57.1K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-430- 2.06% |
$86.2K - $101K
|
20.5K
$4.52M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-432- 29.98% |
$86.6K - $101K
|
1.01K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-441- 4.56% |
$88.4K - $103K
|
9.23K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-442- 5.71% |
$88.6K - $103K
|
7.3K
$1.61M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-443- 7.5% |
$88.8K - $104K
|
5.47K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-450- 19.29% |
$90.2K - $105K
|
1.88K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-453- 4.8% |
$90.8K - $106K
|
8.98K
$1.98M
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-462- 10.38% |
$92.6K - $108K
|
3.99K
$881K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
SELL
|
- |
-467- 4.09% |
$93.7K - $109K
|
11K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-472- 1.06% |
$94.7K - $110K
|
43.9K
$9.69M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-484- 0.19% |
$97.1K - $113K
|
252K
$55.7M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-486- 2.2% |
$97.5K - $114K
|
21.6K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-487- 1.9% |
$97.7K - $114K
|
25.2K
$5.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-488- 12.78% |
$97.9K - $114K
|
3.33K
$736K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-491- 25.22% |
$98.5K - $115K
|
1.46K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-491- 9.72% |
$98.5K - $115K
|
4.56K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-493- 12.86% |
$98.9K - $115K
|
3.34K
$738K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-499- 2.5% |
$100K - $117K
|
19.5K
$4.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-500- 8.93% |
$100K - $117K
|
5.1K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-500- 1.39% |
$100K - $117K
|
35.6K
$7.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-500- 34.2% |
$100K - $117K
|
962
$212K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-500- 7.51% |
$100K - $117K
|
6.16K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-500- 14.25% |
$100K - $117K
|
3.01K
$665K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-508- 30.69% |
$102K - $119K
|
1.15K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-508- 0.13% |
$102K - $119K
|
394K
$86.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-509- 4.61% |
$102K - $119K
|
10.5K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-520- 31.86% |
$104K - $122K
|
1.11K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-522- 6.21% |
$105K - $122K
|
7.89K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-522- 23.55% |
$105K - $122K
|
1.7K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-525- 2.15% |
$105K - $123K
|
23.9K
$5.28M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-526- 0.97% |
$105K - $123K
|
53.6K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-535- 3.25% |
$107K - $125K
|
15.9K
$3.51M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-544- 4.68% |
$109K - $127K
|
11.1K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-549- 4.37% |
$110K - $128K
|
12K
$2.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-562- 4.77% |
$113K - $131K
|
11.2K
$2.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-569- 9.09% |
$114K - $133K
|
5.69K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-572- 3.19% |
$115K - $134K
|
17.4K
$3.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-600- 35.86% |
$120K - $140K
|
1.07K
$237K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-600- 5.26% |
$120K - $140K
|
10.8K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-624- 5.85% |
$125K - $146K
|
10K
$2.22M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-629- 1.49% |
$126K - $147K
|
41.6K
$9.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-634- 11.35% |
$127K - $148K
|
4.95K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-634- 3.64% |
$127K - $148K
|
16.8K
$3.7M
|