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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
764+ 6.54% |
$165K - $185K
|
12.5K
$2.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
718+ 1.23% |
$155K - $174K
|
59K
$13.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
703+ 0.63% |
$152K - $170K
|
112K
$25.4M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
602+ 52.71% |
$130K - $146K
|
1.74K
$394K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
595+ 49.5% |
$129K - $144K
|
1.8K
$406K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
590+ 2.66% |
$128K - $143K
|
22.7K
$5.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
589+ 3.03% |
$128K - $143K
|
20.1K
$4.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
549+ 43.99% |
$119K - $133K
|
1.8K
$406K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
543+ 5.65% |
$118K - $131K
|
10.2K
$2.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
515+ 1.69% |
$111K - $125K
|
30.9K
$6.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
491+ 3.46% |
$106K - $119K
|
14.7K
$3.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
491+ 143.99% |
$106K - $119K
|
832
$188K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
478+ 265.56% |
$103K - $116K
|
658
$149K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
455+ 14.58% |
$98.5K - $110K
|
3.58K
$807K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
444New |
$96.1K - $107K
|
444
$100K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
442+ 7.07% |
$95.7K - $107K
|
6.69K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
423+ 2.62% |
$91.6K - $102K
|
16.6K
$3.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
420+ 12.82% |
$90.9K - $102K
|
3.7K
$834K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
417+ 0.15% |
$90.3K - $101K
|
276K
$62.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
411+ 5.99% |
$89K - $99.5K
|
7.28K
$1.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
403+ 1.79% |
$87.2K - $97.6K
|
23K
$5.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
397+ 4.58% |
$85.9K - $96.1K
|
9.06K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
396+ 8.6% |
$85.7K - $95.9K
|
5K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
394+ 5.14% |
$85.3K - $95.4K
|
8.07K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
393+ 0.88% |
$85.1K - $95.1K
|
45.1K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
386+ 37.81% |
$83.6K - $93.5K
|
1.41K
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
384+ 34.69% |
$83.1K - $93K
|
1.49K
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
378+ 2.08% |
$81.8K - $91.5K
|
18.6K
$4.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
356+ 34.5% |
$77.1K - $86.2K
|
1.39K
$313K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
352+ 3.41% |
$76.2K - $85.2K
|
10.7K
$2.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
329+ 8.9% |
$71.2K - $79.7K
|
4.03K
$909K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
327New |
$70.8K - $79.2K
|
327
$73.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
327+ 3.69% |
$70.8K - $79.2K
|
9.18K
$2.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
327+ 37.85% |
$70.8K - $79.2K
|
1.19K
$269K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
318+ 46.76% |
$68.8K - $77K
|
998
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
300+ 17.7% |
$64.9K - $72.6K
|
2K
$450K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
296+ 1.63% |
$64.1K - $71.7K
|
18.5K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
266+ 2.07% |
$57.6K - $64.4K
|
13.1K
$2.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
198+ 3.55% |
$42.9K - $47.9K
|
5.78K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
196+ 1.81% |
$42.4K - $47.5K
|
11K
$2.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
195+ 1.89% |
$42.2K - $47.2K
|
10.5K
$2.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
183+ 7.3% |
$39.6K - $44.3K
|
2.69K
$607K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
180+ 73.77% |
$39K - $43.6K
|
424
$95.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
177+ 3.79% |
$38.3K - $42.9K
|
4.85K
$1.09M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
168+ 2.27% |
$36.4K - $40.7K
|
7.56K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
159+ 24.61% |
$34.4K - $38.5K
|
805
$182K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
154+ 1.06% |
$33.3K - $37.3K
|
14.6K
$3.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
151+ 11.97% |
$32.7K - $36.6K
|
1.41K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
140+ 14.26% |
$30.3K - $33.9K
|
1.12K
$253K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
140+ 0.84% |
$30.3K - $33.9K
|
16.8K
$3.78M
|