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 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-16- 1.29% |
$3.46K - $3.87K
|
1.23K
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-18- 1.13% |
$3.9K - $4.36K
|
1.58K
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-20- 0.9% |
$4.33K - $4.84K
|
2.19K
$495K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-22- 1.27% |
$4.76K - $5.33K
|
1.71K
$386K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-22- 1.11% |
$4.76K - $5.33K
|
1.97K
$444K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-23- 0.22% |
$4.98K - $5.57K
|
10.3K
$2.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-24- 2.39% |
$5.2K - $5.81K
|
981
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-24- 0.79% |
$5.2K - $5.81K
|
3K
$677K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-25- 2.19% |
$5.41K - $6.05K
|
1.12K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-26- 1.76% |
$5.63K - $6.29K
|
1.45K
$327K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-28- 0.51% |
$6.06K - $6.78K
|
5.48K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-28- 1.72% |
$6.06K - $6.78K
|
1.6K
$361K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-29- 0.59% |
$6.28K - $7.02K
|
4.9K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-30- 1.81% |
$6.49K - $7.26K
|
1.63K
$368K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-34- 2.88% |
$7.36K - $8.23K
|
1.15K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-37- 0.61% |
$8.01K - $8.96K
|
6.04K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-40- 0.69% |
$8.66K - $9.68K
|
5.79K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-40- 0.16% |
$8.66K - $9.68K
|
25.5K
$5.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-42- 54.55% |
$9.09K - $10.2K
|
35
$7.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-54- 0.42% |
$11.7K - $13.1K
|
12.9K
$2.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-56- 3.36% |
$12.1K - $13.6K
|
1.61K
$364K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-60- 1.12% |
$13K - $14.5K
|
5.3K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-60- 0.44% |
$13K - $14.5K
|
13.5K
$3.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-64- 6.2% |
$13.9K - $15.5K
|
969
$219K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-68- 1.88% |
$14.7K - $16.5K
|
3.54K
$799K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-71- 4.03% |
$15.4K - $17.2K
|
1.69K
$382K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-72- 0.08% |
$15.6K - $17.4K
|
92.7K
$20.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-74- 4.2% |
$16K - $17.9K
|
1.69K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-77- 1.56% |
$16.7K - $18.6K
|
4.87K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-81- 3.37% |
$17.5K - $19.6K
|
2.32K
$524K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-83- 7.01% |
$18K - $20.1K
|
1.1K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-91- 0.04% |
$19.7K - $22K
|
230K
$52M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.59% |
$21.6K - $24.2K
|
6.19K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-105- 3.15% |
$22.7K - $25.4K
|
3.23K
$728K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-105- 7.92% |
$22.7K - $25.4K
|
1.22K
$275K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-110- 3.72% |
$23.8K - $26.6K
|
2.85K
$643K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-116- 49.57% |
$25.1K - $28.1K
|
118
$26.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-124- 7.33% |
$26.8K - $30K
|
1.57K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-125- 8.9% |
$27.1K - $30.3K
|
1.28K
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-125- 4.1% |
$27.1K - $30.3K
|
2.93K
$660K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-130- 0.71% |
$28.1K - $31.5K
|
18.2K
$4.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-131- 0.39% |
$28.4K - $31.7K
|
33.2K
$7.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-136- 4.69% |
$29.4K - $32.9K
|
2.76K
$624K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-137- 0.19% |
$29.7K - $33.2K
|
72.2K
$16.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-139- 4.16% |
$30.1K - $33.7K
|
3.2K
$722K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-139- 1.73% |
$30.1K - $33.7K
|
7.92K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.79% |
$30.3K - $33.9K
|
7.67K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-145- 8.47% |
$31.4K - $35.1K
|
1.57K
$354K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-146- 3.2% |
$31.6K - $35.3K
|
4.41K
$996K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-149- 0.83% |
$32.3K - $36.1K
|
17.9K
$4.04M
|