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 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
82+ 4.68% |
$17.8K - $19.9K
|
1.84K
$405K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
81New |
$17.5K - $19.6K
|
81
$17.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
81+ 0.63% |
$17.5K - $19.6K
|
13K
$2.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
80+ 5.4% |
$17.3K - $19.4K
|
1.56K
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
80+ 5.3% |
$17.3K - $19.4K
|
1.59K
$351K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
80+ 6.07% |
$17.3K - $19.4K
|
1.4K
$309K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
80+ 4.15% |
$17.3K - $19.4K
|
2.01K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
79+ 1.9% |
$17.1K - $19.1K
|
4.25K
$938K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
78+ 1.25% |
$16.9K - $18.9K
|
6.3K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
78New |
$16.9K - $18.9K
|
78
$17.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
77+ 0.87% |
$16.7K - $18.6K
|
8.93K
$1.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
76+ 0.79% |
$16.5K - $18.4K
|
9.65K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
76+ 2.07% |
$16.5K - $18.4K
|
3.75K
$828K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
75+ 4.31% |
$16.2K - $18.2K
|
1.82K
$401K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
75+ 1.63% |
$16.2K - $18.2K
|
4.69K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
75+ 1.22% |
$16.2K - $18.2K
|
6.24K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
74+ 1.0% |
$16K - $17.9K
|
7.48K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
73+ 6.64% |
$15.8K - $17.7K
|
1.17K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
72+ 0.49% |
$15.6K - $17.4K
|
14.7K
$3.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
72New |
$15.6K - $17.4K
|
72
$15.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
71+ 4.23% |
$15.4K - $17.2K
|
1.75K
$386K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
71+ 6.97% |
$15.4K - $17.2K
|
1.09K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
70+ 0.36% |
$15.2K - $16.9K
|
19.4K
$4.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
70+ 18.42% |
$15.2K - $16.9K
|
450
$99.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
69+ 1.86% |
$14.9K - $16.7K
|
3.77K
$833K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
69New |
$14.9K - $16.7K
|
69
$15.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
68+ 3.16% |
$14.7K - $16.5K
|
2.22K
$490K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
66+ 6.55% |
$14.3K - $16K
|
1.07K
$237K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
65New |
$14.1K - $15.7K
|
65
$14.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
64+ 0.55% |
$13.9K - $15.5K
|
11.7K
$2.58M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
64+ 4.5% |
$13.9K - $15.5K
|
1.49K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
63+ 1.32% |
$13.6K - $15.3K
|
4.83K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
62+ 4.82% |
$13.4K - $15K
|
1.35K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
61+ 0.59% |
$13.2K - $14.8K
|
10.4K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
60+ 3.89% |
$13K - $14.5K
|
1.6K
$354K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
60+ 2.44% |
$13K - $14.5K
|
2.52K
$557K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
60+ 0.38% |
$13K - $14.5K
|
16K
$3.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
60+ 7.6% |
$13K - $14.5K
|
849
$187K
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
59+ 0.35% |
$12.8K - $14.3K
|
17.1K
$3.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
59+ 2.57% |
$12.8K - $14.3K
|
2.35K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
59+ 4.61% |
$12.8K - $14.3K
|
1.34K
$296K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
57+ 0.25% |
$12.3K - $13.8K
|
22.9K
$5.06M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
57+ 0.88% |
$12.3K - $13.8K
|
6.56K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
57+ 1.94% |
$12.3K - $13.8K
|
2.99K
$661K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
54+ 2.71% |
$11.7K - $13.1K
|
2.05K
$453K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
54+ 2.82% |
$11.7K - $13.1K
|
1.97K
$434K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
53+ 1.13% |
$11.5K - $12.8K
|
4.76K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
53+ 5.9% |
$11.5K - $12.8K
|
951
$210K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
53+ 3.32% |
$11.5K - $12.8K
|
1.65K
$364K
|
|
|
Aug 12, 2025
Q2 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
53+ 0.25% |
$11.5K - $12.8K
|
21.5K
$4.75M
|