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 |
|---|---|---|---|---|---|---|---|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-473- 19.16% |
$102K - $115K
|
2K
$441K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-477- 1.12% |
$103K - $115K
|
42K
$9.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-477- 2.19% |
$103K - $115K
|
21.3K
$4.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-488- 13.85% |
$106K - $118K
|
3.04K
$670K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-490- 22.9% |
$106K - $119K
|
1.65K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-491- 0.21% |
$106K - $119K
|
236K
$52M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-494- 0.92% |
$107K - $120K
|
53K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-500- 16.13% |
$108K - $121K
|
2.6K
$574K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-510- 11.26% |
$110K - $123K
|
4.02K
$888K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-510- 1.62% |
$110K - $123K
|
31K
$6.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-521- 5.03% |
$113K - $126K
|
9.83K
$2.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-523- 6.29% |
$113K - $127K
|
7.79K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-527- 14.71% |
$114K - $128K
|
3.06K
$675K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-537- 43.55% |
$116K - $130K
|
696
$154K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-539- 6.11% |
$117K - $130K
|
8.29K
$1.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-555- 3.79% |
$120K - $134K
|
14.1K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-556- 35.44% |
$120K - $135K
|
1.01K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-567- 14.22% |
$123K - $137K
|
3.42K
$755K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-573- 5.5% |
$124K - $139K
|
9.84K
$2.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-574- 15.19% |
$124K - $139K
|
3.21K
$708K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-576- 1.92% |
$125K - $139K
|
29.5K
$6.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-582- 3.57% |
$126K - $141K
|
15.7K
$3.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-591- 6.58% |
$128K - $143K
|
8.39K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-600- 6.98% |
$130K - $145K
|
8K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-615- 26.53% |
$133K - $149K
|
1.7K
$376K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-622- 1.75% |
$135K - $151K
|
34.8K
$7.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-629- 4.59% |
$136K - $152K
|
13.1K
$2.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-650- 9.02% |
$141K - $157K
|
6.56K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-667- 0.55% |
$144K - $161K
|
121K
$26.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-667- 2.44% |
$144K - $161K
|
26.7K
$5.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-669- 0.5% |
$145K - $162K
|
134K
$29.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-689- 3.96% |
$149K - $167K
|
16.7K
$3.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-694- 9.33% |
$150K - $168K
|
6.74K
$1.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-696- 5.1% |
$151K - $169K
|
12.9K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Corient Ia LLC
Miami, FL |
SELL
|
- |
-700- 25.45% |
$152K - $169K
|
2.05K
$453K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-703- 0.85% |
$152K - $170K
|
82.3K
$18.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-729- 3.72% |
$158K - $176K
|
18.9K
$4.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-741- 4.42% |
$160K - $179K
|
16K
$3.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-743- 25.78% |
$161K - $180K
|
2.14K
$472K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-748- 40.43% |
$162K - $181K
|
1.1K
$243K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-757- 6.49% |
$164K - $183K
|
10.9K
$2.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-761- 1.13% |
$165K - $184K
|
66.3K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-763- 23.29% |
$165K - $185K
|
2.51K
$555K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-769- 4.1% |
$166K - $186K
|
18K
$3.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-780- 5.31% |
$169K - $189K
|
13.9K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-784- 2.61% |
$170K - $190K
|
29.2K
$6.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-785- 27.29% |
$170K - $190K
|
2.09K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-801- 1.85% |
$173K - $194K
|
42.6K
$9.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-809- 2.97% |
$175K - $196K
|
26.4K
$5.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-811- 3.66% |
$176K - $196K
|
21.3K
$4.71M
|