Purchases and Sales Made in Q2 2025 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
732+ 0.13% |
$158K - $177K
|
551K
$122M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
729+ 45.08% |
$158K - $176K
|
2.35K
$518K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
726+ 58.98% |
$157K - $176K
|
1.96K
$432K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
718+ 1.23% |
$155K - $174K
|
59K
$13M
|
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
709+ 2.89% |
$153K - $172K
|
25.2K
$5.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
703+ 0.63% |
$152K - $170K
|
112K
$24.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
694+ 5.23% |
$150K - $168K
|
14K
$3.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
687+ 1.37% |
$149K - $166K
|
51K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
687+ 1.4% |
$149K - $166K
|
49.9K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
685+ 1.72% |
$148K - $166K
|
40.6K
$8.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
682+ 15.59% |
$148K - $165K
|
5.06K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
670+ 20.63% |
$145K - $162K
|
3.92K
$865K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
669+ 0.53% |
$145K - $162K
|
127K
$28M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
656+ 4.07% |
$142K - $159K
|
16.8K
$3.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
646+ 10.95% |
$140K - $156K
|
6.55K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
641+ 2.12% |
$139K - $155K
|
30.9K
$6.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
640+ 12.5% |
$139K - $155K
|
5.76K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
637+ 5.32% |
$138K - $154K
|
12.6K
$2.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
634+ 7.1% |
$137K - $153K
|
9.56K
$2.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
627+ 4.87% |
$136K - $152K
|
13.5K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
626+ 5.02% |
$136K - $152K
|
13.1K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
622+ 11.06% |
$135K - $151K
|
6.24K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
621+ 137.69% |
$134K - $150K
|
1.07K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
609+ 19.75% |
$132K - $147K
|
3.69K
$816K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
602+ 52.71% |
$130K - $146K
|
1.74K
$385K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
595+ 49.5% |
$129K - $144K
|
1.8K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
593+ 1.09% |
$128K - $144K
|
54.8K
$12.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
590+ 2.66% |
$128K - $143K
|
22.7K
$5.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
589+ 3.03% |
$128K - $143K
|
20.1K
$4.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
583+ 1.46% |
$126K - $141K
|
40.6K
$8.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
579+ 7.81% |
$125K - $140K
|
8K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
578+ 23.06% |
$125K - $140K
|
3.09K
$681K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
570New |
$123K - $138K
|
570
$126K
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
567+ 24.92% |
$123K - $137K
|
2.84K
$628K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
567+ 13.9% |
$123K - $137K
|
4.65K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
567+ 43.68% |
$123K - $137K
|
1.87K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
567+ 2.11% |
$123K - $137K
|
27.4K
$6.05M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
565New |
$122K - $137K
|
565
$125K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
549+ 43.99% |
$119K - $133K
|
1.8K
$397K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
543+ 5.65% |
$118K - $131K
|
10.2K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
533+ 29.46% |
$115K - $129K
|
2.34K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
531+ 19.37% |
$115K - $129K
|
3.27K
$723K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
526+ 22.79% |
$114K - $127K
|
2.83K
$626K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
520+ 17.21% |
$113K - $126K
|
3.54K
$782K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
519+ 1.0% |
$112K - $126K
|
52.2K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
518+ 12.08% |
$112K - $125K
|
4.81K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
515+ 1.69% |
$111K - $125K
|
30.9K
$6.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
511+ 23.97% |
$111K - $124K
|
2.64K
$584K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
509+ 10.78% |
$110K - $123K
|
5.23K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
503+ 14.79% |
$109K - $122K
|
3.91K
$862K
|