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 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.06K+ 18.35% |
$213K - $241K
|
6.82K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.05KNew |
$212K - $241K
|
1.05K
$238K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.05K+ 53.53% |
$212K - $241K
|
3.02K
$682K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.05KNew |
$212K - $240K
|
1.05K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
1.05KNew |
$211K - $239K
|
1.05K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
1.05K+ 4.74% |
$211K - $239K
|
23.1K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.04KNew |
$210K - $238K
|
1.04K
$235K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
1.03K+ 1.16% |
$208K - $236K
|
90.1K
$20.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.02K+ 57.64% |
$206K - $233K
|
2.8K
$631K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.02KNew |
$206K - $233K
|
1.02K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.01K+ 57.75% |
$203K - $230K
|
2.75K
$620K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1K+ 4.41% |
$202K - $228K
|
23.7K
$5.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1KNew |
$202K - $228K
|
1K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
998+ 28.94% |
$201K - $228K
|
4.45K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
994New |
$201K - $227K
|
994
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
987+ 2.65% |
$199K - $225K
|
38.3K
$8.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
984+ 12.58% |
$199K - $225K
|
8.81K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
980+ 1.55% |
$198K - $224K
|
64.3K
$14.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
950+ 7.12% |
$192K - $217K
|
14.3K
$3.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
946+ 26.18% |
$191K - $216K
|
4.56K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
939+ 16.67% |
$189K - $215K
|
6.57K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
926+ 2806.06% |
$187K - $212K
|
959
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
923+ 21.46% |
$186K - $211K
|
5.22K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
916+ 218.62% |
$185K - $209K
|
1.34K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
908+ 31.49% |
$183K - $207K
|
3.79K
$856K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
898+ 49.15% |
$181K - $205K
|
2.73K
$615K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
884+ 3.89% |
$178K - $202K
|
23.6K
$5.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
883New |
$178K - $202K
|
883
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
877+ 0.94% |
$177K - $200K
|
94.2K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
872+ 5.8% |
$176K - $199K
|
15.9K
$3.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
854+ 29.02% |
$172K - $195K
|
3.8K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
845+ 5.91% |
$171K - $193K
|
15.1K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
840+ 21.16% |
$170K - $192K
|
4.81K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
807+ 26.41% |
$163K - $184K
|
3.86K
$872K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
786+ 4.77% |
$159K - $180K
|
17.3K
$3.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
785+ 13.29% |
$158K - $179K
|
6.69K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
785+ 9.15% |
$158K - $179K
|
9.37K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
776+ 14.08% |
$157K - $177K
|
6.29K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
758+ 242.17% |
$153K - $173K
|
1.07K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
755+ 13.01% |
$152K - $172K
|
6.56K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
740+ 0.15% |
$149K - $169K
|
508K
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
740New |
$149K - $169K
|
740
$167K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
734+ 16.15% |
$148K - $168K
|
5.28K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
734+ 0.74% |
$148K - $168K
|
100K
$22.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
732+ 1.81% |
$148K - $167K
|
41.2K
$9.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
732+ 10.71% |
$148K - $167K
|
7.57K
$1.71M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
727+ 30.41% |
$147K - $166K
|
3.12K
$704K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
722+ 0.63% |
$146K - $165K
|
116K
$26.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
718+ 26.22% |
$145K - $164K
|
3.46K
$780K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
715+ 12.12% |
$144K - $163K
|
6.61K
$1.49M
|