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 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
52+ 5.4% |
$11.3K - $12.6K
|
1.02K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
52+ 0.98% |
$11.3K - $12.6K
|
5.34K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
52+ 2.78% |
$11.3K - $12.6K
|
1.92K
$424K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
52+ 2.05% |
$11.3K - $12.6K
|
2.59K
$572K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
51+ 0.36% |
$11K - $12.3K
|
14.1K
$3.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
51+ 1.17% |
$11K - $12.3K
|
4.42K
$976K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
50+ 1250.0% |
$10.8K - $12.1K
|
54
$11.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
50+ 4.51% |
$10.8K - $12.1K
|
1.16K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
50+ 1.17% |
$10.8K - $12.1K
|
4.31K
$951K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
49+ 0.84% |
$10.6K - $11.9K
|
5.86K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
49+ 0.97% |
$10.6K - $11.9K
|
5.09K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
47+ 1.32% |
$10.2K - $11.4K
|
3.61K
$797K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
47+ 3.02% |
$10.2K - $11.4K
|
1.6K
$354K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
47New |
$10.2K - $11.4K
|
47
$10.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
46+ 0.67% |
$9.96K - $11.1K
|
6.86K
$1.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
45+ 1.1% |
$9.74K - $10.9K
|
4.12K
$910K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
45+ 3.09% |
$9.74K - $10.9K
|
1.5K
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
44+ 0.45% |
$9.52K - $10.7K
|
9.78K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
44+ 1.96% |
$9.52K - $10.7K
|
2.29K
$506K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
43+ 3.38% |
$9.31K - $10.4K
|
1.32K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
43+ 2.86% |
$9.31K - $10.4K
|
1.55K
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
42+ 2.87% |
$9.09K - $10.2K
|
1.5K
$332K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
42+ 2.19% |
$9.09K - $10.2K
|
1.96K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
42New |
$9.09K - $10.2K
|
42
$9.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42+ 140.0% |
$9.09K - $10.2K
|
72
$15.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
41+ 3.88% |
$8.88K - $9.93K
|
1.1K
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41+ 2.61% |
$8.88K - $9.93K
|
1.61K
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
40+ 2.56% |
$8.66K - $9.68K
|
1.6K
$354K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
40+ 4000.0% |
$8.66K - $9.68K
|
41
$9.05K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
40+ 1.23% |
$8.66K - $9.68K
|
3.3K
$729K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
40+ 3.98% |
$8.66K - $9.68K
|
1.04K
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
39+ 2.34% |
$8.44K - $9.44K
|
1.7K
$376K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
39+ 2.1% |
$8.44K - $9.44K
|
1.9K
$419K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
39+ 3.17% |
$8.44K - $9.44K
|
1.27K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
39+ 2.5% |
$8.44K - $9.44K
|
1.6K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 15.2% |
$8.23K - $9.2K
|
288
$63.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
38+ 3.97% |
$8.23K - $9.2K
|
996
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
38+ 1.52% |
$8.23K - $9.2K
|
2.54K
$560K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
38+ 76.0% |
$8.23K - $9.2K
|
88
$19.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
38+ 1.55% |
$8.23K - $9.2K
|
2.49K
$550K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
37+ 370.0% |
$8.01K - $8.96K
|
47
$10.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
37+ 3.62% |
$8.01K - $8.96K
|
1.06K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
37+ 0.75% |
$8.01K - $8.96K
|
4.95K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
36+ 2.05% |
$7.79K - $8.72K
|
1.8K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
36+ 1.12% |
$7.79K - $8.72K
|
3.24K
$716K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
36+ 1.21% |
$7.79K - $8.72K
|
3.01K
$665K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
36+ 2.45% |
$7.79K - $8.72K
|
1.51K
$333K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
35+ 1.02% |
$7.58K - $8.47K
|
3.47K
$765K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
35+ 0.61% |
$7.58K - $8.47K
|
5.75K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
35+ 2.3% |
$7.58K - $8.47K
|
1.56K
$343K
|