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 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
687+ 11.01% |
$139K - $157K
|
6.93K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
681+ 12.8% |
$137K - $156K
|
6K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
680+ 58.42% |
$137K - $155K
|
1.84K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
672+ 2.02% |
$136K - $154K
|
34K
$7.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
668+ 9.45% |
$135K - $153K
|
7.74K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
664+ 21.23% |
$134K - $152K
|
3.79K
$835K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
649+ 3.19% |
$131K - $148K
|
21K
$4.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
646+ 46.34% |
$130K - $148K
|
2.04K
$449K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
BUY
|
- |
631+ 0.62% |
$127K - $144K
|
103K
$22.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
619+ 24.11% |
$125K - $141K
|
3.19K
$702K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
615+ 1.63% |
$124K - $141K
|
38.4K
$8.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
608New |
$123K - $139K
|
608
$134K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
607+ 4.72% |
$122K - $139K
|
13.5K
$2.97M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
603+ 9.02% |
$122K - $138K
|
7.29K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
597+ 0.97% |
$120K - $136K
|
62K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
526+ 8.07% |
$106K - $120K
|
7.04K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
506+ 29.75% |
$102K - $116K
|
2.21K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
500New |
$101K - $114K
|
500
$110K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
499+ 5.66% |
$101K - $114K
|
9.32K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
482+ 5.99% |
$97.3K - $110K
|
8.52K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
481+ 0.08% |
$97.1K - $110K
|
583K
$128M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
480New |
$96.9K - $110K
|
480
$106K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
477+ 3.97% |
$96.3K - $109K
|
12.5K
$2.75M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
475+ 7.85% |
$95.9K - $109K
|
6.53K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
472+ 0.58% |
$95.2K - $108K
|
82.4K
$18.1M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
471+ 0.75% |
$95K - $108K
|
63K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
465+ 16.55% |
$93.8K - $106K
|
3.28K
$721K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
454+ 0.94% |
$91.6K - $104K
|
48.9K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
441+ 8.57% |
$89K - $101K
|
5.59K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
417+ 1.96% |
$84.1K - $95.3K
|
21.7K
$4.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
414+ 25.49% |
$83.5K - $94.6K
|
2.04K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
413+ 0.87% |
$83.3K - $94.4K
|
48.1K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
412+ 2.11% |
$83.1K - $94.1K
|
20K
$4.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
403+ 31.73% |
$81.3K - $92.1K
|
1.67K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
402+ 0.66% |
$81.1K - $91.8K
|
61.5K
$13.6M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
400+ 22.01% |
$80.7K - $91.4K
|
2.22K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
400+ 11.75% |
$80.7K - $91.4K
|
3.8K
$838K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
389+ 32.66% |
$78.5K - $88.9K
|
1.58K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
379+ 7.29% |
$76.5K - $86.6K
|
5.58K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
376+ 2685.71% |
$75.9K - $85.9K
|
390
$85.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
375+ 1.91% |
$75.7K - $85.7K
|
20K
$4.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
369+ 10.75% |
$74.5K - $84.3K
|
3.8K
$838K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
362+ 15.75% |
$73K - $82.7K
|
2.66K
$586K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
362+ 3.22% |
$73K - $82.7K
|
11.6K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
360+ 22.81% |
$72.6K - $82.2K
|
1.94K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
356+ 1.11% |
$71.8K - $81.3K
|
32.5K
$7.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
355+ 6.32% |
$71.6K - $81.1K
|
5.97K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
353+ 5.25% |
$71.2K - $80.6K
|
7.08K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
350+ 36.84% |
$70.6K - $80K
|
1.3K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
348New |
$70.2K - $79.5K
|
348
$76.7K
|