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 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
16+ 0.49% |
$3.23K - $3.66K
|
3.26K
$719K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
15+ 1.2% |
$3.03K - $3.43K
|
1.27K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15+ 0.05% |
$3.03K - $3.43K
|
29.8K
$6.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
15+ 0.21% |
$3.03K - $3.43K
|
7.05K
$1.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15+ 19.23% |
$3.03K - $3.43K
|
93
$20.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
15+ 1.14% |
$3.03K - $3.43K
|
1.33K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
14+ 0.94% |
$2.83K - $3.2K
|
1.5K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 1.28% |
$2.62K - $2.97K
|
1.03K
$226K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13+ 1.29% |
$2.62K - $2.97K
|
1.02K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
13+ 0.06% |
$2.62K - $2.97K
|
22.2K
$4.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 1.7% |
$2.62K - $2.97K
|
779
$172K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
13+ 0.4% |
$2.62K - $2.97K
|
3.29K
$725K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12+ 0.59% |
$2.42K - $2.74K
|
2.03K
$447K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12+ 0.73% |
$2.42K - $2.74K
|
1.66K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
12+ 1.19% |
$2.42K - $2.74K
|
1.02K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$2.22K - $2.51K
|
11
$2.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 6.63% |
$2.22K - $2.51K
|
177
$39K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.94% |
$2.22K - $2.51K
|
1.18K
$260K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10+ 0.24% |
$2.02K - $2.28K
|
4.2K
$924K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9+ 0.12% |
$1.82K - $2.06K
|
7.47K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
9+ 0.07% |
$1.82K - $2.06K
|
13K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.62% |
$1.82K - $2.06K
|
1.45K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
8+ 0.13% |
$1.61K - $1.83K
|
6.26K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
7+ 0.32% |
$1.41K - $1.6K
|
2.16K
$476K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.52% |
$1.41K - $1.6K
|
1.36K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.01% |
$1.41K - $1.6K
|
122K
$26.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.1% |
$1.41K - $1.6K
|
6.78K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
6+ 0.07% |
$1.21K - $1.37K
|
8.11K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
6+ 0.21% |
$1.21K - $1.37K
|
2.88K
$635K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6+ 1.91% |
$1.21K - $1.37K
|
320
$70.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5+ 0.26% |
$1.01K - $1.14K
|
1.95K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5+ 0.03% |
$1.01K - $1.14K
|
17.2K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
5+ 0.11% |
$1.01K - $1.14K
|
4.39K
$967K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5+ 0.49% |
$1.01K - $1.14K
|
1.02K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
5+ 0.5% |
$1.01K - $1.14K
|
1.01K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 1.39% |
$1.01K - $1.14K
|
365
$80.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.39% |
$1.01K - $1.14K
|
1.3K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 6.56% |
$807 - $914
|
65
$14.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4+ 0.2% |
$807 - $914
|
2.04K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4+ 0.24% |
$807 - $914
|
1.65K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.33% |
$807 - $914
|
1.22K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$605 - $685
|
2.5K
$551K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
3+ 0.07% |
$605 - $685
|
4.45K
$980K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$605 - $685
|
5.59K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.18% |
$605 - $685
|
1.64K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.04% |
$404 - $457
|
5.71K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 2.13% |
$404 - $457
|
96
$21.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
2+ 0.09% |
$404 - $457
|
2.26K
$497K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.17% |
$404 - $457
|
1.15K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
2+ 0.16% |
$404 - $457
|
1.23K
$270K
|