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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.43K+ 38.69% |
$310K - $347K
|
5.14K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.43KNew |
$310K - $346K
|
1.43K
$316K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.41KNew |
$305K - $341K
|
1.41K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.38K+ 35.24% |
$299K - $334K
|
5.29K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.38KNew |
$298K - $333K
|
1.38K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.37K+ 3.85% |
$297K - $333K
|
37.1K
$8.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
1.37K+ 80.36% |
$296K - $331K
|
3.07K
$678K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
1.37K+ 14.82% |
$296K - $331K
|
10.6K
$2.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.36KNew |
$295K - $330K
|
1.36K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.33K+ 7.58% |
$289K - $323K
|
18.9K
$4.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.33KNew |
$287K - $321K
|
1.33K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.31KNew |
$284K - $318K
|
1.31K
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.31K+ 13.92% |
$283K - $316K
|
10.7K
$2.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.31K+ 25.88% |
$283K - $316K
|
6.35K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
1.24KNew |
$268K - $300K
|
1.24K
$274K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.24K+ 28.02% |
$267K - $299K
|
5.64K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
1.23KNew |
$266K - $297K
|
1.23K
$271K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.2KNew |
$259K - $290K
|
1.2K
$264K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.18K+ 47.19% |
$255K - $285K
|
3.67K
$810K
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
1.17K+ 13.06% |
$253K - $283K
|
10.1K
$2.24M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.17K+ 107.56% |
$252K - $282K
|
2.25K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.16KNew |
$250K - $280K
|
1.16K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.15KNew |
$249K - $279K
|
1.15K
$254K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.15K+ 122.58% |
$249K - $279K
|
2.09K
$462K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.15K+ 5.3% |
$248K - $278K
|
22.8K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.13K+ 4.51% |
$245K - $274K
|
26.2K
$5.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.13K+ 32.03% |
$244K - $273K
|
4.65K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.13K+ 0.84% |
$244K - $273K
|
135K
$29.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.12K+ 7.83% |
$242K - $271K
|
15.4K
$3.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.12KNew |
$242K - $270K
|
1.12K
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.11KNew |
$239K - $268K
|
1.11K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.11KNew |
$239K - $268K
|
1.11K
$244K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.1K+ 2.37% |
$239K - $267K
|
47.6K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.1K+ 4.73% |
$238K - $266K
|
24.3K
$5.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.09K+ 35.1% |
$235K - $263K
|
4.18K
$924K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.08KNew |
$234K - $262K
|
1.08K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.08KNew |
$233K - $261K
|
1.08K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.07KNew |
$232K - $260K
|
1.07K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.07K+ 61.74% |
$231K - $258K
|
2.79K
$616K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.06K+ 10.69% |
$230K - $258K
|
11K
$2.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 13.73% |
$229K - $256K
|
8.75K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.06K+ 8.78% |
$228K - $255K
|
13.1K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.05K+ 4.39% |
$228K - $255K
|
25K
$5.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.03K+ 7.99% |
$223K - $250K
|
13.9K
$3.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.02KNew |
$221K - $247K
|
1.02K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.01KNew |
$219K - $245K
|
1.01K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.01KNew |
$219K - $245K
|
1.01K
$223K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
1.01KNew |
$218K - $244K
|
1.01K
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1K+ 172.88% |
$217K - $242K
|
1.58K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1K+ 41.67% |
$216K - $242K
|
3.4K
$751K
|