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 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
17+ 0.02% |
$3.68K - $4.12K
|
81.1K
$17.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
17+ 0.46% |
$3.68K - $4.12K
|
3.71K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
17+ 0.11% |
$3.68K - $4.12K
|
15K
$3.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
16+ 3.92% |
$3.46K - $3.87K
|
424
$93.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
16New |
$3.46K - $3.87K
|
16
$3.53K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
16+ 1.66% |
$3.46K - $3.87K
|
978
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
16+ 0.44% |
$3.46K - $3.87K
|
3.67K
$811K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
15+ 2.79% |
$3.25K - $3.63K
|
553
$122K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
15+ 1.41% |
$3.25K - $3.63K
|
1.08K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 5.38% |
$3.25K - $3.63K
|
294
$64.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
14+ 1.44% |
$3.03K - $3.39K
|
985
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
14+ 0.69% |
$3.03K - $3.39K
|
2.05K
$452K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
14+ 0.61% |
$3.03K - $3.39K
|
2.31K
$511K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14+ 0.63% |
$3.03K - $3.39K
|
2.22K
$490K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
13+ 0.27% |
$2.81K - $3.15K
|
4.86K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13+ 13.54% |
$2.81K - $3.15K
|
109
$24.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
13+ 1.19% |
$2.81K - $3.15K
|
1.11K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 17.11% |
$2.81K - $3.15K
|
89
$19.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
12+ 0.41% |
$2.6K - $2.91K
|
2.97K
$655K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
12+ 0.62% |
$2.6K - $2.91K
|
1.96K
$432K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
12+ 0.65% |
$2.6K - $2.91K
|
1.86K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
12+ 600.0% |
$2.6K - $2.91K
|
14
$3.09K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
12New |
$2.6K - $2.91K
|
12
$2.65K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11+ 0.13% |
$2.38K - $2.66K
|
8.7K
$1.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
11New |
$2.38K - $2.66K
|
11
$2.43K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
11New |
$2.38K - $2.66K
|
11
$2.43K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
11+ 1.19% |
$2.38K - $2.66K
|
935
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
11+ 0.32% |
$2.38K - $2.66K
|
3.42K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
11+ 1.24% |
$2.38K - $2.66K
|
900
$199K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 0.2% |
$2.38K - $2.66K
|
5.63K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
11+ 0.41% |
$2.38K - $2.66K
|
2.67K
$590K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
10+ 0.39% |
$2.16K - $2.42K
|
2.55K
$562K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
10+ 0.31% |
$2.16K - $2.42K
|
3.2K
$707K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10+ 1.04% |
$2.16K - $2.42K
|
973
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
10+ 0.35% |
$2.16K - $2.42K
|
2.83K
$626K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
10New |
$2.16K - $2.42K
|
10
$2.21K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10+ 0.17% |
$2.16K - $2.42K
|
5.76K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9New |
$1.95K - $2.18K
|
9
$1.99K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9+ 0.84% |
$1.95K - $2.18K
|
1.08K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9+ 2.54% |
$1.95K - $2.18K
|
363
$80.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9+ 150.0% |
$1.95K - $2.18K
|
15
$3.31K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
9+ 45.0% |
$1.95K - $2.18K
|
29
$6.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
9+ 34.62% |
$1.95K - $2.18K
|
35
$7.73K
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
8+ 0.25% |
$1.73K - $1.94K
|
3.2K
$707K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
8+ 8.79% |
$1.73K - $1.94K
|
99
$21.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
8+ 0.75% |
$1.73K - $1.94K
|
1.08K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$1.73K - $1.94K
|
11.6K
$2.55M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8+ 0.01% |
$1.73K - $1.94K
|
98.4K
$21.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
7+ 0.06% |
$1.52K - $1.69K
|
11.1K
$2.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
7+ 0.69% |
$1.52K - $1.69K
|
1.02K
$224K
|