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 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-152- 0.81% |
$32.9K - $36.8K
|
18.7K
$4.23M
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-154- 0.69% |
$33.3K - $37.3K
|
22.1K
$5M
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-160- 0.28% |
$34.6K - $38.7K
|
56.9K
$12.8M
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-173- 0.54% |
$37.4K - $41.9K
|
31.7K
$7.15M
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-178- 5.7% |
$38.5K - $43.1K
|
2.94K
$664K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-182- 88.78% |
$39.4K - $44.1K
|
23
$5.19K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-193- 3.84% |
$41.8K - $46.7K
|
4.84K
$1.09M
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-193- 1.44% |
$41.8K - $46.7K
|
13.2K
$2.97M
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-200- 7.22% |
$43.3K - $48.4K
|
2.57K
$580K
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-200- 5.0% |
$43.3K - $48.4K
|
3.8K
$858K
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-203- 14.49% |
$43.9K - $49.1K
|
1.2K
$270K
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-207- 7.05% |
$44.8K - $50.1K
|
2.73K
$616K
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-216- 0.58% |
$46.8K - $52.3K
|
37.1K
$8.38M
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-216- 1.95% |
$46.8K - $52.3K
|
10.9K
$2.46M
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-220- 5.79% |
$47.6K - $53.3K
|
3.58K
$808K
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-235- 2.62% |
$50.9K - $56.9K
|
8.74K
$1.97M
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-235- 5.74% |
$50.9K - $56.9K
|
3.86K
$871K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-239- 14.2% |
$51.7K - $57.9K
|
1.44K
$326K
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-240- 2.95% |
$52K - $58.1K
|
7.91K
$1.78M
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-243- 29.89% |
$52.6K - $58.8K
|
570
$129K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-272- 3.11% |
$58.9K - $65.9K
|
8.48K
$1.91M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-273- 4.8% |
$59.1K - $66.1K
|
5.42K
$1.22M
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-278- 4.66% |
$60.2K - $67.3K
|
5.69K
$1.28M
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-279- 15.34% |
$60.4K - $67.5K
|
1.54K
$348K
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-283- 1.63% |
$61.3K - $68.5K
|
17.1K
$3.85M
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-289- 2.61% |
$62.6K - $70K
|
10.8K
$2.44M
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-293- 1.85% |
$63.4K - $70.9K
|
15.6K
$3.51M
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-295- 0.86% |
$63.9K - $71.4K
|
33.9K
$7.66M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-300- 11.76% |
$64.9K - $72.6K
|
2.25K
$508K
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-315- 1.32% |
$68.2K - $76.3K
|
23.6K
$5.32M
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-332- 4.25% |
$71.9K - $80.4K
|
7.47K
$1.69M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-335- 1.75% |
$72.5K - $81.1K
|
18.8K
$4.25M
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-338- 4.3% |
$73.2K - $81.8K
|
7.52K
$1.7M
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-342- 8.47% |
$74K - $82.8K
|
3.7K
$834K
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-349- 22.09% |
$75.5K - $84.5K
|
1.23K
$278K
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-355- 1.31% |
$76.8K - $85.9K
|
26.8K
$6.05M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-371- 2.35% |
$80.3K - $89.8K
|
15.4K
$3.49M
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-380- 3.12% |
$82.3K - $92K
|
11.8K
$2.66M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-384- 4.62% |
$83.1K - $93K
|
7.93K
$1.79M
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-400- 22.78% |
$86.6K - $96.8K
|
1.36K
$306K
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-426- 7.42% |
$92.2K - $103K
|
5.32K
$1.2M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-430- 0.5% |
$93.1K - $104K
|
85.4K
$19.3M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-456- 1.49% |
$98.7K - $110K
|
30.1K
$6.79M
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-463- 0.68% |
$100K - $112K
|
67.9K
$15.3M
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-467- 52.06% |
$101K - $113K
|
430
$97.1K
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-488- 13.85% |
$106K - $118K
|
3.04K
$685K
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-527- 14.71% |
$114K - $128K
|
3.06K
$690K
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-555- 3.79% |
$120K - $134K
|
14.1K
$3.18M
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-567- 14.22% |
$123K - $137K
|
3.42K
$772K
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-582- 3.57% |
$126K - $141K
|
15.7K
$3.55M
|