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 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
132+ 8.55% |
$28.6K - $32K
|
1.68K
$378K
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
126+ 2.04% |
$27.3K - $30.5K
|
6.29K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
126+ 4.37% |
$27.3K - $30.5K
|
3.01K
$679K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
123+ 0.81% |
$26.6K - $29.8K
|
15.2K
$3.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
117+ 2.8% |
$25.3K - $28.3K
|
4.3K
$971K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
116+ 1.03% |
$25.1K - $28.1K
|
11.3K
$2.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
112+ 7.12% |
$24.2K - $27.1K
|
1.68K
$380K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
107+ 0.06% |
$23.2K - $25.9K
|
189K
$42.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
105+ 9.55% |
$22.7K - $25.4K
|
1.21K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
104+ 9.88% |
$22.5K - $25.2K
|
1.16K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
100+ 1.02% |
$21.6K - $24.2K
|
9.93K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Diamant Asset Management, Inc.
|
BUY
|
- |
100+ 6.99% |
$21.6K - $24.2K
|
1.53K
$345K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
96+ 2.1% |
$20.8K - $23.2K
|
4.66K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
93+ 7.0% |
$20.1K - $22.5K
|
1.42K
$321K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
91+ 1.15% |
$19.7K - $22K
|
7.98K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
87+ 2.59% |
$18.8K - $21.1K
|
3.45K
$778K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
86+ 0.54% |
$18.6K - $20.8K
|
16K
$3.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
85+ 8.85% |
$18.4K - $20.6K
|
1.05K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
80+ 5.4% |
$17.3K - $19.4K
|
1.56K
$353K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
80+ 5.3% |
$17.3K - $19.4K
|
1.59K
$359K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
78+ 1.25% |
$16.9K - $18.9K
|
6.3K
$1.42M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
75+ 4.31% |
$16.2K - $18.2K
|
1.82K
$410K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
60+ 3.89% |
$13K - $14.5K
|
1.6K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
59+ 0.35% |
$12.8K - $14.3K
|
17.1K
$3.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
57+ 0.25% |
$12.3K - $13.8K
|
22.9K
$5.17M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
57+ 0.88% |
$12.3K - $13.8K
|
6.56K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
54+ 2.71% |
$11.7K - $13.1K
|
2.05K
$463K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
53+ 1.13% |
$11.5K - $12.8K
|
4.76K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
52+ 5.4% |
$11.3K - $12.6K
|
1.02K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
51+ 0.36% |
$11K - $12.3K
|
14.1K
$3.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
47+ 1.32% |
$10.2K - $11.4K
|
3.61K
$814K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
44+ 0.45% |
$9.52K - $10.7K
|
9.78K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
40+ 2.56% |
$8.66K - $9.68K
|
1.6K
$362K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 15.2% |
$8.23K - $9.2K
|
288
$65K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
37+ 3.62% |
$8.01K - $8.96K
|
1.06K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
36+ 2.05% |
$7.79K - $8.72K
|
1.8K
$405K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
35+ 1.02% |
$7.58K - $8.47K
|
3.47K
$782K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
33+ 8.51% |
$7.14K - $7.99K
|
421
$95K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
33+ 183.33% |
$7.14K - $7.99K
|
51
$11.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
30+ 2.14% |
$6.49K - $7.26K
|
1.43K
$323K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
28+ 2.17% |
$6.06K - $6.78K
|
1.32K
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
26+ 1.27% |
$5.63K - $6.29K
|
2.08K
$470K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
25+ 8.59% |
$5.41K - $6.05K
|
316
$71.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
25+ 1.03% |
$5.41K - $6.05K
|
2.45K
$553K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24+ 0.26% |
$5.2K - $5.81K
|
9.23K
$2.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
22+ 1.08% |
$4.76K - $5.33K
|
2.06K
$465K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
22+ 0.39% |
$4.76K - $5.33K
|
5.72K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
21+ 0.18% |
$4.55K - $5.08K
|
11.5K
$2.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
20+ 2.09% |
$4.33K - $4.84K
|
977
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
19+ 0.71% |
$4.11K - $4.6K
|
2.69K
$606K
|