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 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
178+ 8.63% |
$38.5K - $43.1K
|
2.24K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
177+ 3.79% |
$38.3K - $42.9K
|
4.85K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
177+ 0.94% |
$38.3K - $42.9K
|
19K
$4.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
176New |
$38.1K - $42.6K
|
176
$38.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
173+ 0.86% |
$37.4K - $41.9K
|
20.3K
$4.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
173+ 4.27% |
$37.4K - $41.9K
|
4.23K
$933K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
171+ 2.09% |
$37K - $41.4K
|
8.37K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
170+ 2.82% |
$36.8K - $41.2K
|
6.2K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
169+ 0.7% |
$36.6K - $40.9K
|
24.2K
$5.35M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
168+ 2.27% |
$36.4K - $40.7K
|
7.56K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
168+ 23.46% |
$36.4K - $40.7K
|
884
$195K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
167+ 9.66% |
$36.2K - $40.4K
|
1.9K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
165+ 1.51% |
$35.7K - $39.9K
|
11.1K
$2.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
164+ 4.0% |
$35.5K - $39.7K
|
4.27K
$942K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
164+ 93.18% |
$35.5K - $39.7K
|
340
$75.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
163+ 1.61% |
$35.3K - $39.5K
|
10.3K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
162+ 5.1% |
$35.1K - $39.2K
|
3.34K
$737K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
160+ 2.27% |
$34.6K - $38.7K
|
7.22K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
159+ 24.61% |
$34.4K - $38.5K
|
805
$178K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
158+ 8.13% |
$34.2K - $38.3K
|
2.1K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
158+ 0.8% |
$34.2K - $38.3K
|
19.9K
$4.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
157+ 0.62% |
$34K - $38K
|
25.4K
$5.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
156+ 10.94% |
$33.8K - $37.8K
|
1.58K
$349K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
155+ 1.29% |
$33.6K - $37.5K
|
12.1K
$2.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
154+ 1.06% |
$33.3K - $37.3K
|
14.6K
$3.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
151+ 11.97% |
$32.7K - $36.6K
|
1.41K
$312K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
151+ 13.33% |
$32.7K - $36.6K
|
1.28K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
149+ 2.52% |
$32.3K - $36.1K
|
6.07K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
149+ 9.94% |
$32.3K - $36.1K
|
1.65K
$364K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
147+ 6.75% |
$31.8K - $35.6K
|
2.32K
$513K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
145+ 2.66% |
$31.4K - $35.1K
|
5.59K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
143+ 11.57% |
$31K - $34.6K
|
1.38K
$305K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
143+ 13.35% |
$31K - $34.6K
|
1.21K
$268K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
140+ 0.84% |
$30.3K - $33.9K
|
16.8K
$3.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
140+ 14.26% |
$30.3K - $33.9K
|
1.12K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
140+ 3.69% |
$30.3K - $33.9K
|
3.93K
$868K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
140+ 0.7% |
$30.3K - $33.9K
|
20K
$4.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
139+ 2.93% |
$30.1K - $33.7K
|
4.89K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
138+ 5.95% |
$29.9K - $33.4K
|
2.46K
$543K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
136+ 0.96% |
$29.4K - $32.9K
|
14.3K
$3.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
134+ 0.63% |
$29K - $32.4K
|
21.3K
$4.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
134+ 8.88% |
$29K - $32.4K
|
1.64K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
132+ 8.55% |
$28.6K - $32K
|
1.68K
$370K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
130+ 1.44% |
$28.1K - $31.5K
|
9.13K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
130+ 1.27% |
$28.1K - $31.5K
|
10.4K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
127+ 73.84% |
$27.5K - $30.7K
|
299
$66K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
126+ 4.37% |
$27.3K - $30.5K
|
3.01K
$664K
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
126+ 2.04% |
$27.3K - $30.5K
|
6.29K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
126+ 1.4% |
$27.3K - $30.5K
|
9.12K
$2.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
126+ 1.88% |
$27.3K - $30.5K
|
6.83K
$1.51M
|