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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-1- 0.01% |
$216 - $242
|
9.58K
$2.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 1.79% |
$216 - $242
|
55
$12.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-1- 0.1% |
$216 - $242
|
1.05K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.13% |
$216 - $242
|
780
$172K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 1.54% |
$433 - $484
|
128
$28.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-2- 0.05% |
$433 - $484
|
4.07K
$899K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-2- 0.08% |
$433 - $484
|
2.46K
$543K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.12% |
$433 - $484
|
1.66K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 33.33% |
$433 - $484
|
4
$883
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.31% |
$649 - $726
|
969
$214K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-4- 0.16% |
$866 - $968
|
2.53K
$558K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4- 0.01% |
$866 - $968
|
46.7K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4- 0.21% |
$866 - $968
|
1.88K
$416K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-5- 0.56% |
$1.08K - $1.21K
|
892
$197K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-5- 0.29% |
$1.08K - $1.21K
|
1.7K
$375K
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-5- 0.08% |
$1.08K - $1.21K
|
6.05K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 83.33% |
$1.08K - $1.21K
|
1
$221
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-5- 0.07% |
$1.08K - $1.21K
|
7.6K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-5- 0.03% |
$1.08K - $1.21K
|
15K
$3.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-5- 50.0% |
$1.08K - $1.21K
|
5
$1.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-5- 0.23% |
$1.08K - $1.21K
|
2.18K
$481K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-5- 0.27% |
$1.08K - $1.21K
|
1.86K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-5- 0.51% |
$1.08K - $1.21K
|
976
$216K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-5- 0.23% |
$1.08K - $1.21K
|
2.18K
$480K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5- 0.67% |
$1.08K - $1.21K
|
745
$165K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-6- 0.39% |
$1.3K - $1.45K
|
1.53K
$337K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-6- 0.51% |
$1.3K - $1.45K
|
1.16K
$256K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-6- 11.32% |
$1.3K - $1.45K
|
47
$10.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-6- 10.0% |
$1.3K - $1.45K
|
54
$11.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 0.76% |
$1.3K - $1.45K
|
787
$174K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-7- 0.23% |
$1.52K - $1.69K
|
3.04K
$670K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-7- 0.36% |
$1.52K - $1.69K
|
1.91K
$422K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-7- 14.89% |
$1.52K - $1.69K
|
40
$8.83K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-8- 1.17% |
$1.73K - $1.94K
|
677
$150K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-8- 0.05% |
$1.73K - $1.94K
|
17.3K
$3.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-8- 0.37% |
$1.73K - $1.94K
|
2.17K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-8- 0.47% |
$1.73K - $1.94K
|
1.69K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-8- 0.26% |
$1.73K - $1.94K
|
3.03K
$670K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-9- 0.31% |
$1.95K - $2.18K
|
2.86K
$631K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-9- 0.07% |
$1.95K - $2.18K
|
12.6K
$2.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-9- 0.2% |
$1.95K - $2.18K
|
4.41K
$973K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-9- 0.52% |
$1.95K - $2.18K
|
1.71K
$377K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-9Closed |
$1.95K - $2.18K
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10- 0.74% |
$2.16K - $2.42K
|
1.34K
$296K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 1.72% |
$2.16K - $2.42K
|
572
$126K
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-10- 0.26% |
$2.16K - $2.42K
|
3.78K
$835K
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-10- 0.46% |
$2.16K - $2.42K
|
2.16K
$476K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-11- 7.1% |
$2.38K - $2.66K
|
144
$31.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-11- 5.5% |
$2.38K - $2.66K
|
189
$41.7K
|