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 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
365+ 0.61% |
$79K - $88.4K
|
59.9K
$13.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
365+ 4.01% |
$79K - $88.4K
|
9.46K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
365+ 29.51% |
$79K - $88.4K
|
1.6K
$354K
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
365+ 0.79% |
$79K - $88.4K
|
46.3K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
363+ 13.07% |
$78.6K - $87.9K
|
3.14K
$693K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
362+ 35.11% |
$78.4K - $87.6K
|
1.39K
$308K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
362+ 9.03% |
$78.4K - $87.6K
|
4.37K
$965K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
361+ 20.52% |
$78.1K - $87.4K
|
2.12K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
360+ 5.16% |
$77.9K - $87.2K
|
7.34K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
358+ 1.74% |
$77.5K - $86.7K
|
21K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
357New |
$77.3K - $86.4K
|
357
$78.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
356+ 34.5% |
$77.1K - $86.2K
|
1.39K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
355+ 35.18% |
$76.8K - $85.9K
|
1.36K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
352+ 3.41% |
$76.2K - $85.2K
|
10.7K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
351+ 1.63% |
$76K - $85K
|
21.9K
$4.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
350+ 15.9% |
$75.8K - $84.7K
|
2.55K
$563K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
349+ 5.21% |
$75.5K - $84.5K
|
7.05K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
347New |
$75.1K - $84K
|
347
$76.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
341+ 1.9% |
$73.8K - $82.6K
|
18.3K
$4.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
337+ 0.29% |
$73K - $81.6K
|
116K
$25.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
335+ 2.41% |
$72.5K - $81.1K
|
14.3K
$3.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
330+ 0.35% |
$71.4K - $79.9K
|
95.5K
$21.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
329+ 8.9% |
$71.2K - $79.7K
|
4.03K
$889K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
327+ 37.85% |
$70.8K - $79.2K
|
1.19K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
327New |
$70.8K - $79.2K
|
327
$72.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
327+ 3.69% |
$70.8K - $79.2K
|
9.18K
$2.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
327+ 0.83% |
$70.8K - $79.2K
|
39.9K
$8.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
323+ 3.94% |
$69.9K - $78.2K
|
8.52K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
322+ 29.3% |
$69.7K - $78K
|
1.42K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
320New |
$69.3K - $77.5K
|
320
$70.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
318+ 46.76% |
$68.8K - $77K
|
998
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
318+ 4.22% |
$68.8K - $77K
|
7.86K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
311New |
$67.3K - $75.3K
|
311
$68.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
309+ 8.21% |
$66.9K - $74.8K
|
4.07K
$899K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
307+ 23.98% |
$66.5K - $74.3K
|
1.59K
$350K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
304+ 760.0% |
$65.8K - $73.6K
|
344
$76K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
303+ 1.74% |
$65.6K - $73.4K
|
17.7K
$3.91M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
300+ 17.7% |
$64.9K - $72.6K
|
2K
$441K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
300New |
$64.9K - $72.6K
|
300
$66.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
300+ 29.59% |
$64.9K - $72.6K
|
1.31K
$290K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
300+ 33.08% |
$64.9K - $72.6K
|
1.21K
$267K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
298+ 21.55% |
$64.5K - $72.1K
|
1.68K
$371K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
296+ 1.63% |
$64.1K - $71.7K
|
18.5K
$4.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
293+ 8.89% |
$63.4K - $70.9K
|
3.59K
$792K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
291+ 0.88% |
$63K - $70.5K
|
33.4K
$7.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
290+ 23.03% |
$62.8K - $70.2K
|
1.55K
$342K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
286+ 6.18% |
$61.9K - $69.2K
|
4.91K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
284+ 8.05% |
$61.5K - $68.8K
|
3.81K
$842K
|
|
|
Jul 30, 2025
Q2 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
280+ 0.47% |
$60.6K - $67.8K
|
59.4K
$13.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
274+ 4.81% |
$59.3K - $66.3K
|
5.98K
$1.32M
|