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
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
125+ 5.88% |
$27.1K - $30.3K
|
2.25K
$497K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
123+ 0.81% |
$26.6K - $29.8K
|
15.2K
$3.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
123+ 4.22% |
$26.6K - $29.8K
|
3.04K
$671K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
118+ 9.06% |
$25.5K - $28.6K
|
1.42K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
117+ 2.8% |
$25.3K - $28.3K
|
4.3K
$950K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
117New |
$25.3K - $28.3K
|
117
$25.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
116+ 1.03% |
$25.1K - $28.1K
|
11.3K
$2.51M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
116+ 6.02% |
$25.1K - $28.1K
|
2.04K
$451K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
113+ 3.37% |
$24.5K - $27.4K
|
3.46K
$765K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
112+ 7.12% |
$24.2K - $27.1K
|
1.68K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
112+ 11.13% |
$24.2K - $27.1K
|
1.12K
$247K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
110+ 7.54% |
$23.8K - $26.6K
|
1.57K
$346K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
108New |
$23.4K - $26.1K
|
108
$23.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
107+ 0.06% |
$23.2K - $25.9K
|
189K
$41.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
107+ 5.34% |
$23.2K - $25.9K
|
2.11K
$466K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
106+ 1.03% |
$22.9K - $25.7K
|
10.4K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
106+ 7.05% |
$22.9K - $25.7K
|
1.61K
$355K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
105+ 9.55% |
$22.7K - $25.4K
|
1.21K
$266K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
105+ 2.54% |
$22.7K - $25.4K
|
4.23K
$935K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
104+ 9.88% |
$22.5K - $25.2K
|
1.16K
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
103+ 3.27% |
$22.3K - $24.9K
|
3.26K
$719K
|
|
|
Jul 16, 2025
Q2 2025
|
Diamant Asset Management, Inc.
|
BUY
|
- |
100+ 6.99% |
$21.6K - $24.2K
|
1.53K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
100+ 1.02% |
$21.6K - $24.2K
|
9.93K
$2.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100+ 5.07% |
$21.6K - $24.2K
|
2.07K
$458K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
100+ 5.39% |
$21.6K - $24.2K
|
1.95K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
100+ 9.54% |
$21.6K - $24.2K
|
1.15K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100+ 6.2% |
$21.6K - $24.2K
|
1.71K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
100New |
$21.6K - $24.2K
|
100
$22.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
100+ 52.63% |
$21.6K - $24.2K
|
290
$64K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
98+ 6.18% |
$21.2K - $23.7K
|
1.68K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
98+ 7.94% |
$21.2K - $23.7K
|
1.33K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
97+ 2.68% |
$21K - $23.5K
|
3.72K
$821K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
96+ 2.1% |
$20.8K - $23.2K
|
4.66K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
95+ 6.76% |
$20.6K - $23K
|
1.5K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
BUY
|
- |
95+ 4.44% |
$20.6K - $23K
|
2.23K
$493K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
94+ 2.87% |
$20.3K - $22.8K
|
3.37K
$744K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
94+ 5.5% |
$20.3K - $22.8K
|
1.8K
$398K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
93+ 7.0% |
$20.1K - $22.5K
|
1.42K
$314K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
91+ 1.15% |
$19.7K - $22K
|
7.98K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
91+ 4.92% |
$19.7K - $22K
|
1.94K
$428K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
91New |
$19.7K - $22K
|
91
$20.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
90+ 9.2% |
$19.5K - $21.8K
|
1.07K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
87+ 2.59% |
$18.8K - $21.1K
|
3.45K
$761K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
86+ 0.54% |
$18.6K - $20.8K
|
16K
$3.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
85+ 8.85% |
$18.4K - $20.6K
|
1.05K
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
85+ 5.16% |
$18.4K - $20.6K
|
1.73K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
85+ 18.89% |
$18.4K - $20.6K
|
535
$118K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
84+ 5.36% |
$18.2K - $20.3K
|
1.65K
$365K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
83+ 1.52% |
$18K - $20.1K
|
5.55K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
82+ 6.76% |
$17.8K - $19.9K
|
1.3K
$286K
|