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 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
16New |
$3.46K - $3.87K
|
16
$3.61K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
14+ 1.44% |
$3.03K - $3.39K
|
985
$222K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
13+ 0.27% |
$2.81K - $3.15K
|
4.86K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11+ 0.13% |
$2.38K - $2.66K
|
8.7K
$1.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
11New |
$2.38K - $2.66K
|
11
$2.48K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
10+ 0.39% |
$2.16K - $2.42K
|
2.55K
$574K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9New |
$1.95K - $2.18K
|
9
$2.03K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9+ 0.84% |
$1.95K - $2.18K
|
1.08K
$244K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
7+ 0.06% |
$1.52K - $1.69K
|
11.1K
$2.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
7+ 0.69% |
$1.52K - $1.69K
|
1.02K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6+ 4.92% |
$1.3K - $1.45K
|
128
$28.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.35% |
$1.3K - $1.45K
|
1.71K
$387K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6+ 0.44% |
$1.3K - $1.45K
|
1.36K
$306K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.27% |
$866 - $968
|
1.46K
$330K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3+ 0.04% |
$649 - $726
|
8.47K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.34% |
$649 - $726
|
895
$202K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$649 - $726
|
14.9K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.18% |
$649 - $726
|
1.65K
$371K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$649 - $726
|
1.12K
$253K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.18% |
$649 - $726
|
1.68K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2+ 0.16% |
$433 - $484
|
1.23K
$278K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.37% |
$433 - $484
|
537
$121K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.08% |
$433 - $484
|
2.44K
$551K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.1% |
$433 - $484
|
1.97K
$444K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.08% |
$433 - $484
|
2.41K
$545K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.24% |
$216 - $242
|
422
$95.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.91% |
$216 - $242
|
111
$25.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$216 - $242
|
8.14K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.01% |
$216 - $242
|
7.36K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.23% |
$216 - $242
|
441
$99.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$216 - $242
|
1.57K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-1- 0.01% |
$216 - $242
|
9.58K
$2.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-1- 0.1% |
$216 - $242
|
1.05K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 1.79% |
$216 - $242
|
55
$12.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-2- 0.05% |
$433 - $484
|
4.07K
$919K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 1.54% |
$433 - $484
|
128
$28.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.31% |
$649 - $726
|
969
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-4- 0.16% |
$866 - $968
|
2.53K
$571K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4- 0.01% |
$866 - $968
|
46.7K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-5- 0.56% |
$1.08K - $1.21K
|
892
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-5- 0.29% |
$1.08K - $1.21K
|
1.7K
$383K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-7- 0.23% |
$1.52K - $1.69K
|
3.04K
$685K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 1.72% |
$2.16K - $2.42K
|
572
$129K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10- 0.74% |
$2.16K - $2.42K
|
1.34K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-11- 7.1% |
$2.38K - $2.66K
|
144
$32.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-12- 0.79% |
$2.6K - $2.91K
|
1.52K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-12- 5.24% |
$2.6K - $2.91K
|
217
$49K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12- 0.93% |
$2.6K - $2.91K
|
1.28K
$290K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-14- 10.07% |
$3.03K - $3.39K
|
125
$28.2K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-15- 0.1% |
$3.25K - $3.63K
|
14.8K
$3.35M
|