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 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-12- 0.79% |
$2.6K - $2.91K
|
1.52K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-12- 5.24% |
$2.6K - $2.91K
|
217
$47.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12- 0.93% |
$2.6K - $2.91K
|
1.28K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-12- 1.26% |
$2.6K - $2.91K
|
940
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-12- 3.45% |
$2.6K - $2.91K
|
336
$74.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-12- 0.14% |
$2.6K - $2.91K
|
8.53K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-12- 1.3% |
$2.6K - $2.91K
|
914
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-12- 0.13% |
$2.6K - $2.91K
|
9.22K
$2.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-13- 1.05% |
$2.81K - $3.15K
|
1.23K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-14- 4.61% |
$3.03K - $3.39K
|
290
$64K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-14- 10.07% |
$3.03K - $3.39K
|
125
$27.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-14- 0.59% |
$3.03K - $3.39K
|
2.37K
$524K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-14- 46.67% |
$3.03K - $3.39K
|
16
$3.53K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-14- 0.71% |
$3.03K - $3.39K
|
1.95K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-14- 10.45% |
$3.03K - $3.39K
|
120
$26.5K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-15- 0.1% |
$3.25K - $3.63K
|
14.8K
$3.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-15- 1.55% |
$3.25K - $3.63K
|
955
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-16- 1.29% |
$3.46K - $3.87K
|
1.23K
$271K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-16- 0.95% |
$3.46K - $3.87K
|
1.67K
$368K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-16- 1.2% |
$3.46K - $3.87K
|
1.32K
$291K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-18- 1.13% |
$3.9K - $4.36K
|
1.58K
$348K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-19- 0.71% |
$4.11K - $4.6K
|
2.65K
$586K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-19- 0.95% |
$4.11K - $4.6K
|
1.99K
$439K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 0.82% |
$4.11K - $4.6K
|
2.3K
$508K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-20- 0.9% |
$4.33K - $4.84K
|
2.19K
$485K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-20- 0.11% |
$4.33K - $4.84K
|
17.9K
$3.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-22- 1.11% |
$4.76K - $5.33K
|
1.97K
$435K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-22- 1.27% |
$4.76K - $5.33K
|
1.71K
$378K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-22- 6.04% |
$4.76K - $5.33K
|
342
$75.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-22- 1.14% |
$4.76K - $5.33K
|
1.92K
$423K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-22- 0.55% |
$4.76K - $5.33K
|
4K
$883K
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-22- 0.8% |
$4.76K - $5.33K
|
2.74K
$605K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-22- 0.02% |
$4.76K - $5.33K
|
98.4K
$21.7M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-22- 2.39% |
$4.76K - $5.33K
|
900
$199K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-23- 0.22% |
$4.98K - $5.57K
|
10.3K
$2.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
SELL
|
- |
-23- 2.54% |
$4.98K - $5.57K
|
882
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-23- 0.94% |
$4.98K - $5.57K
|
2.43K
$536K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-24- 2.39% |
$5.2K - $5.81K
|
981
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-24- 0.79% |
$5.2K - $5.81K
|
3K
$662K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-24- 0.75% |
$5.2K - $5.81K
|
3.16K
$698K
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-24- 19.51% |
$5.2K - $5.81K
|
99
$21.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-24- 0.76% |
$5.2K - $5.81K
|
3.12K
$689K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-25- 2.19% |
$5.41K - $6.05K
|
1.12K
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 2.25% |
$5.41K - $6.05K
|
1.08K
$239K
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-25- 1.61% |
$5.41K - $6.05K
|
1.52K
$336K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-25- 1.3% |
$5.41K - $6.05K
|
1.9K
$420K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-25- 1.48% |
$5.41K - $6.05K
|
1.66K
$366K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-25- 0.32% |
$5.41K - $6.05K
|
7.89K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-25- 0.39% |
$5.41K - $6.05K
|
6.35K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 2.27% |
$5.41K - $6.05K
|
1.08K
$237K
|