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 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 2.14% |
$1.01K - $1.14K
|
229
$51.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5- 0.15% |
$1.01K - $1.14K
|
3.37K
$760K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-5- 1.09% |
$1.01K - $1.14K
|
454
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.2% |
$1.01K - $1.14K
|
2.47K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-5- 0.06% |
$1.01K - $1.14K
|
8.07K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-6- 0.15% |
$1.21K - $1.37K
|
3.87K
$873K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7- 0.12% |
$1.41K - $1.6K
|
6.06K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7- 21.21% |
$1.41K - $1.6K
|
26
$5.87K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-8- 0.05% |
$1.61K - $1.83K
|
16K
$3.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-8- 0.69% |
$1.61K - $1.83K
|
1.15K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-10- 0.15% |
$2.02K - $2.28K
|
6.81K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-10- 0.65% |
$2.02K - $2.28K
|
1.53K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 1.34% |
$2.02K - $2.28K
|
734
$166K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-10- 0.58% |
$2.02K - $2.28K
|
1.72K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-10- 0.16% |
$2.02K - $2.28K
|
6.3K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-10- 0.22% |
$2.02K - $2.28K
|
4.56K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-10- 0.52% |
$2.02K - $2.28K
|
1.92K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-10- 0.65% |
$2.02K - $2.28K
|
1.52K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 11.46% |
$2.22K - $2.51K
|
85
$19.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-11- 0.42% |
$2.22K - $2.51K
|
2.64K
$595K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.06% |
$2.42K - $2.74K
|
19K
$4.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-12- 0.83% |
$2.42K - $2.74K
|
1.44K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-12- 1.16% |
$2.42K - $2.74K
|
1.02K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-12- 0.31% |
$2.42K - $2.74K
|
3.89K
$879K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-13- 1.2% |
$2.62K - $2.97K
|
1.07K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-13- 0.46% |
$2.62K - $2.97K
|
2.81K
$633K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-14- 0.5% |
$2.83K - $3.2K
|
2.81K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-14- 0.66% |
$2.83K - $3.2K
|
2.11K
$477K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-15- 0.4% |
$3.03K - $3.43K
|
3.78K
$853K
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-15- 0.39% |
$3.03K - $3.43K
|
3.83K
$865K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-15- 1.17% |
$3.03K - $3.43K
|
1.26K
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-15- 0.26% |
$3.03K - $3.43K
|
5.76K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-15- 1.15% |
$3.03K - $3.43K
|
1.29K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-15- 0.09% |
$3.03K - $3.43K
|
17.6K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.18% |
$3.03K - $3.43K
|
8.46K
$1.91M
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-15- 8.29% |
$3.03K - $3.43K
|
166
$37.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-16- 0.76% |
$3.23K - $3.66K
|
2.08K
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-16- 0.22% |
$3.23K - $3.66K
|
7.19K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-18- 0.19% |
$3.63K - $4.11K
|
9.4K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-18Closed |
$3.63K - $4.11K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-19- 0.71% |
$3.83K - $4.34K
|
2.65K
$597K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-20- 0.17% |
$4.04K - $4.57K
|
12K
$2.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-20- 0.23% |
$4.04K - $4.57K
|
8.62K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-21- 1.29% |
$4.24K - $4.8K
|
1.61K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-21- 1.05% |
$4.24K - $4.8K
|
1.98K
$447K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-21- 0.22% |
$4.24K - $4.8K
|
9.61K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-22- 0.53% |
$4.44K - $5.03K
|
4.09K
$923K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-22- 0.33% |
$4.44K - $5.03K
|
6.57K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-22- 0.34% |
$4.44K - $5.03K
|
6.39K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-23- 2.23% |
$4.64K - $5.25K
|
1.01K
$227K
|