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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 0.5% |
$108K - $121K
|
99.6K
$22M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
497+ 3.85% |
$108K - $120K
|
13.4K
$2.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
496+ 1.9% |
$107K - $120K
|
26.6K
$5.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
494+ 9.73% |
$107K - $120K
|
5.57K
$1.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
491+ 3.46% |
$106K - $119K
|
14.7K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
491+ 143.99% |
$106K - $119K
|
832
$184K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
484+ 14.43% |
$105K - $117K
|
3.84K
$847K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
482+ 5.06% |
$104K - $117K
|
10K
$2.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
478+ 265.56% |
$103K - $116K
|
658
$145K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
477+ 11.08% |
$103K - $115K
|
4.78K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
455+ 14.58% |
$98.5K - $110K
|
3.58K
$790K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
450+ 3.63% |
$97.4K - $109K
|
12.9K
$2.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
446+ 12.77% |
$96.5K - $108K
|
3.94K
$870K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
444New |
$96.1K - $107K
|
444
$98K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
444+ 32.58% |
$96.1K - $107K
|
1.81K
$399K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
442+ 7.07% |
$95.7K - $107K
|
6.69K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
434+ 47.54% |
$93.9K - $105K
|
1.35K
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
430+ 7.97% |
$93.1K - $104K
|
5.82K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
429+ 26.24% |
$92.9K - $104K
|
2.06K
$456K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
425+ 0.14% |
$92K - $103K
|
300K
$66.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
423+ 2.62% |
$91.6K - $102K
|
16.6K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
423+ 4230.0% |
$91.6K - $102K
|
433
$95.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
421+ 21.69% |
$91.1K - $102K
|
2.36K
$522K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
420+ 12.82% |
$90.9K - $102K
|
3.7K
$816K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
417+ 0.15% |
$90.3K - $101K
|
276K
$60.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
416+ 1.48% |
$90.1K - $101K
|
28.6K
$6.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
411+ 5.99% |
$89K - $99.5K
|
7.28K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
410+ 1.25% |
$88.8K - $99.3K
|
33.1K
$7.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
407+ 9.85% |
$88.1K - $98.5K
|
4.54K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
405+ 1.44% |
$87.7K - $98.1K
|
28.5K
$6.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
403+ 1.79% |
$87.2K - $97.6K
|
23K
$5.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
400+ 37.28% |
$86.6K - $96.8K
|
1.47K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
400+ 26.67% |
$86.6K - $96.8K
|
1.9K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
400+ 3.15% |
$86.6K - $96.8K
|
13.1K
$2.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
397+ 4.58% |
$85.9K - $96.1K
|
9.06K
$2M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
397+ 25.38% |
$85.9K - $96.1K
|
1.96K
$433K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
396+ 8.6% |
$85.7K - $95.9K
|
5K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
394+ 5.14% |
$85.3K - $95.4K
|
8.07K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
394+ 18.29% |
$85.3K - $95.4K
|
2.55K
$563K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
393+ 0.88% |
$85.1K - $95.1K
|
45.1K
$9.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
390+ 1.13% |
$84.4K - $94.4K
|
34.8K
$7.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
386+ 37.81% |
$83.6K - $93.5K
|
1.41K
$311K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
384+ 34.69% |
$83.1K - $93K
|
1.49K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
382+ 5.23% |
$82.7K - $92.5K
|
7.68K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
382+ 10.9% |
$82.7K - $92.5K
|
3.89K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
381+ 8.36% |
$82.5K - $92.2K
|
4.94K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
378+ 2.08% |
$81.8K - $91.5K
|
18.6K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
375+ 273.72% |
$81.2K - $90.8K
|
512
$113K
|
|
|
Aug 12, 2025
Q2 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
372+ 0.65% |
$80.5K - $90.1K
|
57.6K
$12.7M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
370+ 0.78% |
$80.1K - $89.6K
|
47.5K
$10.5M
|