Purchases and Sales Made in Q4 2024 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
60+ 115.38% |
$12.1K - $13.7K
|
112
$25.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 7.37% |
$12.1K - $13.7K
|
874
$197K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
59+ 3.67% |
$11.9K - $13.5K
|
1.67K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
58+ 2.79% |
$11.7K - $13.3K
|
2.14K
$480K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
57+ 5.18% |
$11.5K - $13K
|
1.16K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
56+ 2.48% |
$11.3K - $12.8K
|
2.31K
$520K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
54+ 1.13% |
$10.9K - $12.3K
|
4.81K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
54New |
$10.9K - $12.3K
|
54
$12.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
54New |
$10.9K - $12.3K
|
54
$12.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
54+ 0.09% |
$10.9K - $12.3K
|
59.3K
$13.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
53+ 2.79% |
$10.7K - $12.1K
|
1.95K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
50+ 2.17% |
$10.1K - $11.4K
|
2.35K
$529K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
50+ 0.71% |
$10.1K - $11.4K
|
7.14K
$1.61M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
49+ 2.37% |
$9.89K - $11.2K
|
2.12K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
49+ 0.11% |
$9.89K - $11.2K
|
43.7K
$9.84M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
49+ 0.09% |
$9.89K - $11.2K
|
54.9K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
48+ 2.41% |
$9.69K - $11K
|
2.04K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
48+ 4.12% |
$9.69K - $11K
|
1.21K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
46+ 3.95% |
$9.28K - $10.5K
|
1.21K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
46+ 0.44% |
$9.28K - $10.5K
|
10.4K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
45+ 0.38% |
$9.08K - $10.3K
|
11.8K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
45+ 0.67% |
$9.08K - $10.3K
|
6.77K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
44+ 0.38% |
$8.88K - $10.1K
|
11.7K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
44+ 9.84% |
$8.88K - $10.1K
|
491
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
43+ 1.51% |
$8.68K - $9.82K
|
2.9K
$651K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
42New |
$8.48K - $9.6K
|
42
$9.45K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
42+ 0.23% |
$8.48K - $9.6K
|
18.7K
$4.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
41+ 3.21% |
$8.27K - $9.37K
|
1.32K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
41+ 7.06% |
$8.27K - $9.37K
|
622
$140K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
38+ 3.12% |
$7.67K - $8.68K
|
1.26K
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
37+ 0.64% |
$7.47K - $8.45K
|
5.84K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
36+ 0.75% |
$7.26K - $8.22K
|
4.82K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
35+ 2.95% |
$7.06K - $8K
|
1.22K
$275K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
34+ 1.78% |
$6.86K - $7.77K
|
1.94K
$437K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
33+ 1.12% |
$6.66K - $7.54K
|
2.97K
$668K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
33+ 0.93% |
$6.66K - $7.54K
|
3.59K
$808K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31+ 0.83% |
$6.26K - $7.08K
|
3.76K
$846K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30+ 0.2% |
$6.05K - $6.85K
|
15.3K
$3.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
30+ 0.26% |
$6.05K - $6.85K
|
11.4K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
30New |
$6.05K - $6.85K
|
30
$6.75K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
29+ 2.91% |
$5.85K - $6.63K
|
1.03K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29New |
$5.85K - $6.63K
|
29
$6.52K
|
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
28+ 0.05% |
$5.65K - $6.4K
|
55.6K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28+ 0.13% |
$5.65K - $6.4K
|
20.9K
$4.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
28+ 0.09% |
$5.65K - $6.4K
|
32.7K
$7.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28+ 2.03% |
$5.65K - $6.4K
|
1.41K
$316K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
28+ 2.32% |
$5.65K - $6.4K
|
1.24K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
26+ 1.34% |
$5.25K - $5.94K
|
1.97K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 12.2% |
$5.04K - $5.71K
|
230
$51.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
25+ 0.33% |
$5.04K - $5.71K
|
7.61K
$1.71M
|