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 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.32KNew |
$265K - $309K
|
1.32K
$298K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
1.32K+ 10.1% |
$265K - $308K
|
14.4K
$3.24M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.3KNew |
$261K - $304K
|
1.3K
$294K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.3K+ 5.76% |
$261K - $304K
|
23.9K
$5.39M
|
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
1.3KNew |
$260K - $303K
|
1.3K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.29KNew |
$259K - $302K
|
1.29K
$291K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.29K+ 1.58% |
$258K - $301K
|
83K
$18.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.29K+ 0.69% |
$258K - $301K
|
189K
$42.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.29K+ 3.74% |
$258K - $301K
|
35.7K
$8.05M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.28K+ 48.1% |
$256K - $299K
|
3.94K
$889K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.28K+ 4.18% |
$256K - $299K
|
31.9K
$7.19M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.27K+ 3.3% |
$254K - $296K
|
39.6K
$8.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
1.27K+ 6.04% |
$254K - $296K
|
22.2K
$5.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.26KNew |
$252K - $294K
|
1.26K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.26KNew |
$252K - $294K
|
1.26K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.25KNew |
$251K - $292K
|
1.25K
$282K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.25KNew |
$251K - $292K
|
1.25K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.24KNew |
$248K - $289K
|
1.24K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.23K+ 16.5% |
$247K - $288K
|
8.69K
$1.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.22K+ 0.13% |
$245K - $286K
|
954K
$215M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.22K+ 1.78% |
$245K - $285K
|
70K
$15.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 12.99% |
$243K - $283K
|
10.5K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.2K+ 12.79% |
$241K - $281K
|
10.6K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.2KNew |
$241K - $281K
|
1.2K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.19K+ 117.77% |
$239K - $279K
|
2.21K
$498K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
1.19KNew |
$238K - $278K
|
1.19K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.19K+ 4.39% |
$238K - $277K
|
28.2K
$6.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.18KNew |
$237K - $277K
|
1.18K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.16K+ 116.3% |
$233K - $272K
|
2.16K
$488K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.16K+ 16.74% |
$233K - $271K
|
8.09K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.16K+ 29.78% |
$232K - $271K
|
5.05K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.16K+ 2.77% |
$232K - $270K
|
42.8K
$9.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.14K+ 4.3% |
$229K - $267K
|
27.7K
$6.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.14K+ 50.33% |
$228K - $266K
|
3.4K
$768K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.14K+ 1.13% |
$228K - $266K
|
102K
$23M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.12KNew |
$225K - $262K
|
1.12K
$253K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.12K+ 80.75% |
$225K - $262K
|
2.51K
$566K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.11K+ 5.82% |
$223K - $260K
|
20.2K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.11KNew |
$222K - $259K
|
1.11K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.1KNew |
$221K - $258K
|
1.1K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.1K+ 19.64% |
$220K - $257K
|
6.7K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.09K+ 102.73% |
$219K - $255K
|
2.15K
$485K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.09K+ 2.44% |
$218K - $255K
|
45.8K
$10.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.09K+ 3.26% |
$218K - $254K
|
34.4K
$7.77M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.08K+ 11.19% |
$216K - $252K
|
10.7K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.07K+ 19.9% |
$215K - $251K
|
6.47K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.07K+ 7.14% |
$215K - $250K
|
16.1K
$3.63M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.07K+ 2.34% |
$214K - $250K
|
46.7K
$10.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.03KNew |
$207K - $241K
|
1.03K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.03KNew |
$207K - $241K
|
1.03K
$233K
|