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 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 87.5% |
$1.52K - $1.69K
|
15
$3.31K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7+ 25.93% |
$1.52K - $1.69K
|
34
$7.51K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7+ 0.22% |
$1.52K - $1.69K
|
3.18K
$703K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7+ 6.03% |
$1.52K - $1.69K
|
123
$27.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7New |
$1.52K - $1.69K
|
7
$1.55K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7+ 0.35% |
$1.52K - $1.69K
|
2.02K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
7New |
$1.52K - $1.69K
|
7
$1.55K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.35% |
$1.3K - $1.45K
|
1.71K
$378K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6+ 4.92% |
$1.3K - $1.45K
|
128
$28.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6+ 0.44% |
$1.3K - $1.45K
|
1.36K
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6+ 0.65% |
$1.3K - $1.45K
|
934
$206K
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
6+ 0.14% |
$1.3K - $1.45K
|
4.24K
$936K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
5+ 0.26% |
$1.08K - $1.21K
|
1.93K
$427K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5+ 125.0% |
$1.08K - $1.21K
|
9
$1.99K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5+ 0.2% |
$1.08K - $1.21K
|
2.5K
$551K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.54% |
$1.08K - $1.21K
|
928
$205K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5+ 0.16% |
$1.08K - $1.21K
|
3.21K
$710K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
5+ 0.33% |
$1.08K - $1.21K
|
1.53K
$337K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
5+ 0.38% |
$1.08K - $1.21K
|
1.33K
$294K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 7.58% |
$1.08K - $1.21K
|
71
$15.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5+ 0.16% |
$1.08K - $1.21K
|
3.15K
$696K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5+ 0.42% |
$1.08K - $1.21K
|
1.2K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.18% |
$1.08K - $1.21K
|
2.83K
$624K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.33% |
$1.08K - $1.21K
|
1.53K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5+ 0.3% |
$1.08K - $1.21K
|
1.65K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 27.78% |
$1.08K - $1.21K
|
23
$5.08K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.27% |
$866 - $968
|
1.46K
$323K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4+ 0.31% |
$866 - $968
|
1.31K
$289K
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
4+ 0.04% |
$866 - $968
|
9.69K
$2.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4+ 0.05% |
$866 - $968
|
7.34K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4+ 0.36% |
$866 - $968
|
1.13K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$649 - $726
|
1.12K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3+ 0.04% |
$649 - $726
|
8.47K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$649 - $726
|
14.9K
$3.29M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.18% |
$649 - $726
|
1.65K
$363K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.18% |
$649 - $726
|
1.68K
$370K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.34% |
$649 - $726
|
895
$198K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3+ 1.72% |
$649 - $726
|
177
$39.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$649 - $726
|
2.51K
$554K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.34% |
$649 - $726
|
898
$198K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3+ 0.81% |
$649 - $726
|
373
$82.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3+ 0.15% |
$649 - $726
|
1.97K
$436K
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
3+ 0.14% |
$649 - $726
|
2.13K
$469K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3+ 0.34% |
$649 - $726
|
877
$194K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3+ 0.16% |
$649 - $726
|
1.89K
$416K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3+ 0.05% |
$649 - $726
|
5.62K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3+ 0.31% |
$649 - $726
|
956
$211K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.37% |
$433 - $484
|
537
$119K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.08% |
$433 - $484
|
2.44K
$539K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.1% |
$433 - $484
|
1.97K
$435K
|