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 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.99K+ 9.71% |
$430K - $481K
|
22.4K
$4.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.97K+ 7.12% |
$427K - $478K
|
29.7K
$6.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.97KNew |
$427K - $477K
|
1.97K
$435K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.96K+ 20.07% |
$424K - $474K
|
11.7K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.94K+ 1.01% |
$420K - $470K
|
194K
$42.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.93KNew |
$417K - $466K
|
1.93K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.92K+ 87.32% |
$416K - $465K
|
4.12K
$910K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.91KNew |
$413K - $462K
|
1.91K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.9K+ 25.05% |
$411K - $460K
|
9.49K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.89K+ 4.13% |
$409K - $457K
|
47.6K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.87K+ 75.61% |
$405K - $453K
|
4.35K
$960K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.85K+ 6.97% |
$400K - $448K
|
28.4K
$6.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.84K+ 4.48% |
$397K - $444K
|
42.8K
$9.46M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.83K+ 5.79% |
$395K - $442K
|
33.4K
$7.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.83K+ 43.38% |
$395K - $442K
|
6.03K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.81K+ 4.16% |
$392K - $438K
|
45.4K
$10M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.81K+ 26.07% |
$392K - $438K
|
8.75K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.8KNew |
$389K - $435K
|
1.8K
$396K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.78KNew |
$385K - $431K
|
1.78K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.76KNew |
$382K - $427K
|
1.76K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.72K+ 7.68% |
$373K - $417K
|
24.2K
$5.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.71K+ 41.18% |
$370K - $414K
|
5.86K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.71K+ 29.2% |
$369K - $413K
|
7.54K
$1.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.7K+ 3.07% |
$368K - $411K
|
57.1K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.7K+ 1.62% |
$367K - $411K
|
107K
$23.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.7K+ 4.33% |
$367K - $411K
|
40.9K
$9.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.68K+ 2.87% |
$364K - $407K
|
60.3K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.68KNew |
$364K - $407K
|
1.68K
$371K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.67K+ 25.76% |
$361K - $403K
|
8.13K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.67K+ 9.74% |
$360K - $403K
|
18.8K
$4.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.65K+ 25.52% |
$357K - $399K
|
8.12K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.64K+ 346.72% |
$355K - $397K
|
2.11K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.64KNew |
$354K - $396K
|
1.64K
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.61K+ 15.65% |
$349K - $390K
|
11.9K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.6KNew |
$346K - $387K
|
1.6K
$353K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.58K+ 102.01% |
$341K - $382K
|
3.12K
$689K
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
1.57KNew |
$341K - $381K
|
1.57K
$348K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.57K+ 19.05% |
$340K - $380K
|
9.82K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.57K+ 3.21% |
$340K - $380K
|
50.5K
$11.2M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.55KNew |
$336K - $376K
|
1.55K
$343K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.51K+ 912.12% |
$326K - $364K
|
1.67K
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.5K+ 20.23% |
$325K - $364K
|
8.93K
$1.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.5K+ 1.0% |
$325K - $363K
|
151K
$33.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 67.17% |
$325K - $363K
|
3.73K
$824K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 129.38% |
$321K - $359K
|
2.63K
$581K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.45K+ 6.06% |
$313K - $350K
|
25.3K
$5.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.45K+ 1.54% |
$313K - $350K
|
95.4K
$21.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
1.44K+ 1.09% |
$312K - $349K
|
134K
$29.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.44KNew |
$311K - $348K
|
1.44K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.44KNew |
$311K - $348K
|
1.44K
$317K
|