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 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
35+ 0.64% |
$7.58K - $8.47K
|
5.48K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
35+ 12.5% |
$7.58K - $8.47K
|
315
$69.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
35+ 0.2% |
$7.58K - $8.47K
|
17.7K
$3.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
33+ 8.51% |
$7.14K - $7.99K
|
421
$93K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
33+ 183.33% |
$7.14K - $7.99K
|
51
$11.3K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
33+ 17.01% |
$7.14K - $7.99K
|
227
$50.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32+ 0.2% |
$6.93K - $7.75K
|
16.4K
$3.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
31+ 0.54% |
$6.71K - $7.51K
|
5.75K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
31+ 2.0% |
$6.71K - $7.51K
|
1.58K
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
30+ 2.14% |
$6.49K - $7.26K
|
1.43K
$316K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
29+ 93.55% |
$6.28K - $7.02K
|
60
$13.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.42% |
$6.28K - $7.02K
|
6.87K
$1.52M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
28+ 2.17% |
$6.06K - $6.78K
|
1.32K
$291K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
28+ 3.17% |
$6.06K - $6.78K
|
912
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
28+ 1.06% |
$6.06K - $6.78K
|
2.67K
$589K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
27+ 14.52% |
$5.84K - $6.54K
|
213
$47K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
27+ 65.85% |
$5.84K - $6.54K
|
68
$15K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
27+ 1.1% |
$5.84K - $6.54K
|
2.47K
$546K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
26+ 1.27% |
$5.63K - $6.29K
|
2.08K
$460K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 2.92% |
$5.63K - $6.29K
|
915
$202K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
25+ 8.59% |
$5.41K - $6.05K
|
316
$69.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
25+ 1.03% |
$5.41K - $6.05K
|
2.45K
$541K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
25New |
$5.41K - $6.05K
|
25
$5.52K
|
|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
25New |
$5.41K - $6.05K
|
25
$5.52K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24+ 0.26% |
$5.2K - $5.81K
|
9.23K
$2.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
24+ 31.58% |
$5.2K - $5.81K
|
100
$22.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
24+ 0.52% |
$5.2K - $5.81K
|
4.62K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
24+ 0.8% |
$5.2K - $5.81K
|
3.02K
$668K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
23+ 1.08% |
$4.98K - $5.57K
|
2.16K
$476K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
23+ 0.33% |
$4.98K - $5.57K
|
7.07K
$1.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 1.07% |
$4.98K - $5.57K
|
2.18K
$481K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
23+ 2.02% |
$4.98K - $5.57K
|
1.16K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
23+ 1.14% |
$4.98K - $5.57K
|
2.04K
$450K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
23New |
$4.98K - $5.57K
|
23
$5.08K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
22+ 1.08% |
$4.76K - $5.33K
|
2.06K
$455K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
22+ 0.39% |
$4.76K - $5.33K
|
5.72K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
21+ 0.18% |
$4.55K - $5.08K
|
11.5K
$2.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
21New |
$4.55K - $5.08K
|
21
$4.64K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
21+ 1.72% |
$4.55K - $5.08K
|
1.24K
$274K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
21+ 2.95% |
$4.55K - $5.08K
|
733
$162K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
20+ 2.09% |
$4.33K - $4.84K
|
977
$216K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
20+ 1.4% |
$4.33K - $4.84K
|
1.44K
$319K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
20+ 0.71% |
$4.33K - $4.84K
|
2.85K
$630K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
20+ 1.51% |
$4.33K - $4.84K
|
1.35K
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
19+ 0.71% |
$4.11K - $4.6K
|
2.69K
$593K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
19+ 316.67% |
$4.11K - $4.6K
|
25
$5.52K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
19New |
$4.11K - $4.6K
|
19
$4.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
18+ 0.2% |
$3.9K - $4.36K
|
8.96K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
17+ 1.3% |
$3.68K - $4.12K
|
1.32K
$292K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
17+ 1.18% |
$3.68K - $4.12K
|
1.45K
$321K
|