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 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.22K- 10.54% |
$244K - $285K
|
10.3K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.25K- 7.34% |
$251K - $293K
|
15.8K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.27K- 21.91% |
$254K - $296K
|
4.51K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.28K- 2.92% |
$257K - $299K
|
42.5K
$9.59M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-1.29K- 78.0% |
$258K - $301K
|
363
$81.9K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.3K- 11.03% |
$261K - $304K
|
10.5K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.32K- 4.22% |
$264K - $308K
|
29.9K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.33K- 0.71% |
$266K - $310K
|
186K
$42M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.33K- 6.43% |
$268K - $312K
|
19.4K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.37K- 1.38% |
$275K - $321K
|
98.4K
$22.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.39K- 0.26% |
$280K - $326K
|
544K
$123M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.43K- 1.52% |
$286K - $334K
|
92.8K
$20.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.45K- 2.54% |
$290K - $338K
|
55.4K
$12.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.46K- 1.37% |
$294K - $342K
|
105K
$23.7M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 11.32% |
$296K - $345K
|
11.6K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.49K- 0.29% |
$298K - $348K
|
513K
$116M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.5K- 2.17% |
$301K - $351K
|
67.8K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.53K- 9.23% |
$307K - $358K
|
15.1K
$3.4M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.53K- 0.6% |
$307K - $358K
|
255K
$57.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.56K- 17.97% |
$313K - $365K
|
7.12K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 2.61% |
$316K - $368K
|
58.7K
$13.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.59K- 2.93% |
$320K - $373K
|
52.8K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.63K- 61.76% |
$326K - $380K
|
1.01K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.63K- 31.45% |
$326K - $380K
|
3.55K
$800K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 48.97% |
$328K - $383K
|
1.71K
$385K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.68K- 6.18% |
$336K - $392K
|
25.5K
$5.75M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.68K- 59.59% |
$337K - $393K
|
1.14K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.75K- 3.36% |
$351K - $409K
|
50.3K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 38.86% |
$360K - $419K
|
2.82K
$637K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.8K- 15.48% |
$361K - $421K
|
9.83K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.8K- 0.16% |
$361K - $421K
|
1.13M
$255M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.84K- 0.94% |
$368K - $429K
|
193K
$43.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.84K- 70.0% |
$369K - $430K
|
789
$178K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.85K- 42.58% |
$371K - $432K
|
2.49K
$562K
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.85K- 12.71% |
$371K - $432K
|
12.7K
$2.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.86K- 4.87% |
$373K - $435K
|
36.3K
$8.2M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.89K- 1.38% |
$378K - $441K
|
135K
$30.4M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-1.93K- 14.57% |
$387K - $451K
|
11.3K
$2.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.95K- 17.78% |
$391K - $456K
|
9.03K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.96K- 62.58% |
$393K - $459K
|
1.17K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.97K- 3.12% |
$395K - $460K
|
61K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-1.97K- 5.98% |
$396K - $461K
|
31K
$7M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.98K- 54.01% |
$397K - $462K
|
1.68K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.01K- 1.75% |
$403K - $470K
|
113K
$25.5M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.02K- 6.92% |
$406K - $473K
|
27.2K
$6.14M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.04K- 0.52% |
$409K - $477K
|
389K
$87.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.04K- 3.74% |
$410K - $478K
|
52.6K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-2.17K- 1.84% |
$435K - $508K
|
116K
$26.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-2.2K- 14.57% |
$441K - $514K
|
12.9K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-2.21K- 7.52% |
$444K - $518K
|
27.2K
$6.14M
|