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 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 1.63% |
$404 - $457
|
125
$27.5K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.11% |
$404 - $457
|
1.81K
$398K
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2+ 0.08% |
$404 - $457
|
2.58K
$569K
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
1+ 0.06% |
$202 - $228
|
1.69K
$372K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.13% |
$202 - $228
|
791
$174K
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.07% |
$202 - $228
|
1.47K
$324K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$202 - $228
|
3.02K
$664K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1+ 0.08% |
$202 - $228
|
1.3K
$285K
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$202 - $228
|
1.5K
$331K
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.03% |
$202 - $228
|
3.21K
$707K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$202 - $228
|
365
$80.4K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 20.0% |
$202 - $228
|
6
$1.32K
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.04% |
$202 - $228
|
2.33K
$513K
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.07% |
$202 - $228
|
1.48K
$326K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.41% |
$202 - $228
|
246
$54.2K
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.08% |
$202 - $228
|
1.24K
$274K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$202 - $228
|
1.41K
$310K
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$202 - $228
|
1.57K
$345K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$202 - $228
|
816
$180K
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1+ 0.02% |
$202 - $228
|
4.12K
$907K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.29% |
$202 - $228
|
341
$75.1K
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1+ 0.08% |
$202 - $228
|
1.28K
$281K
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- 0.01% |
$202 - $228
|
13.1K
$2.88M
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$202 - $228
|
86.1K
$19M
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.19% |
$404 - $457
|
1.05K
$231K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 3.85% |
$404 - $457
|
50
$11K
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-3- 0.1% |
$605 - $685
|
2.87K
$631K
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3- 0.07% |
$605 - $685
|
4.12K
$907K
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-3- 0.3% |
$605 - $685
|
995
$219K
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-4- 0.05% |
$807 - $914
|
7.36K
$1.62M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 0.7% |
$807 - $914
|
565
$124K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5- 0.15% |
$1.01K - $1.14K
|
3.37K
$741K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 2.14% |
$1.01K - $1.14K
|
229
$50.4K
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-5- 0.1% |
$1.01K - $1.14K
|
4.84K
$1.07M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-5- 0.22% |
$1.01K - $1.14K
|
2.28K
$503K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-6- 0.15% |
$1.21K - $1.37K
|
3.87K
$852K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7- 0.12% |
$1.41K - $1.6K
|
6.06K
$1.33M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-8- 0.69% |
$1.61K - $1.83K
|
1.15K
$253K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-8- 0.05% |
$1.61K - $1.83K
|
16K
$3.53M
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-10- 0.65% |
$2.02K - $2.28K
|
1.53K
$336K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 1.34% |
$2.02K - $2.28K
|
734
$162K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-10- 0.15% |
$2.02K - $2.28K
|
6.81K
$1.5M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 11.46% |
$2.22K - $2.51K
|
85
$18.7K
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.06% |
$2.42K - $2.74K
|
19K
$4.19M
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-12- 0.83% |
$2.42K - $2.74K
|
1.44K
$317K
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-15- 0.39% |
$3.03K - $3.43K
|
3.83K
$844K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-15- 1.17% |
$3.03K - $3.43K
|
1.26K
$278K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-15- 0.4% |
$3.03K - $3.43K
|
3.78K
$832K
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-16- 0.76% |
$3.23K - $3.66K
|
2.08K
$458K
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-18- 0.19% |
$3.63K - $4.11K
|
9.4K
$2.07M
|