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 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.53% |
$64.9K - $72.6K
|
19.3K
$4.26M
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-300- 0.75% |
$64.9K - $72.6K
|
39.9K
$8.81M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-303- 25.85% |
$65.6K - $73.4K
|
869
$192K
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-303- 2.01% |
$65.6K - $73.4K
|
14.8K
$3.27M
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-305- 4.07% |
$66K - $73.8K
|
7.19K
$1.59M
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-307- 0.42% |
$66.5K - $74.3K
|
72.9K
$16.1M
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-310- 40.58% |
$67.1K - $75.1K
|
454
$100K
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-310- 4.34% |
$67.1K - $75.1K
|
6.84K
$1.51M
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-315- 1.32% |
$68.2K - $76.3K
|
23.6K
$5.21M
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-320- 3.04% |
$69.3K - $77.5K
|
10.2K
$2.26M
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-323- 0.23% |
$69.9K - $78.2K
|
137K
$30.3M
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-326- 7.72% |
$70.6K - $78.9K
|
3.9K
$860K
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-332- 4.25% |
$71.9K - $80.4K
|
7.47K
$1.65M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-335- 1.75% |
$72.5K - $81.1K
|
18.8K
$4.16M
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-335- 0.39% |
$72.5K - $81.1K
|
85.5K
$18.9M
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-338- 4.3% |
$73.2K - $81.8K
|
7.52K
$1.66M
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-342- 8.47% |
$74K - $82.8K
|
3.7K
$816K
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-342- 17.75% |
$74K - $82.8K
|
1.59K
$350K
|
|
Aug 13, 2025
Q2 2025
|
F
|
SELL
|
- |
-346- 0.62% |
$74.9K - $83.8K
|
55.6K
$12.3M
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-349- 22.09% |
$75.5K - $84.5K
|
1.23K
$272K
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-355- 1.31% |
$76.8K - $85.9K
|
26.8K
$5.92M
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-361- 29.79% |
$78.1K - $87.4K
|
851
$188K
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-362- 20.6% |
$78.4K - $87.6K
|
1.4K
$308K
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-364- 25.94% |
$78.8K - $88.1K
|
1.04K
$229K
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-367- 18.83% |
$79.4K - $88.9K
|
1.58K
$349K
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-370- 5.72% |
$80.1K - $89.6K
|
6.1K
$1.35M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-371- 2.35% |
$80.3K - $89.8K
|
15.4K
$3.41M
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-380- 3.12% |
$82.3K - $92K
|
11.8K
$2.6M
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-383- 10.54% |
$82.9K - $92.7K
|
3.25K
$718K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-384- 4.62% |
$83.1K - $93K
|
7.93K
$1.75M
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-392- 4.81% |
$84.9K - $94.9K
|
7.76K
$1.71M
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-400- 22.78% |
$86.6K - $96.8K
|
1.36K
$299K
|
|
Aug 14, 2025
Q2 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-409- 8.97% |
$88.5K - $99K
|
4.15K
$917K
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-416- 1.86% |
$90.1K - $101K
|
22K
$4.86M
|
|
Jul 25, 2025
Q2 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-425- 0.48% |
$92K - $103K
|
88.7K
$19.6M
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-426- 7.42% |
$92.2K - $103K
|
5.32K
$1.17M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-430- 0.5% |
$93.1K - $104K
|
85.4K
$18.9M
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-431- 24.94% |
$93.3K - $104K
|
1.3K
$286K
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-433- 6.43% |
$93.7K - $105K
|
6.3K
$1.39M
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-434- 6.2% |
$93.9K - $105K
|
6.57K
$1.45M
|
|
Aug 12, 2025
Q2 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-452- 0.21% |
$97.8K - $109K
|
210K
$46.3M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-456- 1.49% |
$98.7K - $110K
|
30.1K
$6.64M
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-459- 0.33% |
$99.4K - $111K
|
140K
$30.9M
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-463- 0.68% |
$100K - $112K
|
67.9K
$15M
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-467- 52.06% |
$101K - $113K
|
430
$95K
|
|
Aug 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-467- 1.97% |
$101K - $113K
|
23.3K
$5.14M
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-467- 13.58% |
$101K - $113K
|
2.97K
$656K
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-469- 13.06% |
$102K - $114K
|
3.12K
$689K
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-471- 7.08% |
$102K - $114K
|
6.19K
$1.37M
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-471- 3.22% |
$102K - $114K
|
14.1K
$3.12M
|