Latest Institutional Transactions on Waste Management Inc (WM)
This table provides information on the latest institutional transactions involving Waste Management Inc (WM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-241- 11.15% |
$51.5K - $57.1K
|
1.92K
$402K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2- 0.07% |
$428 - $474
|
2.85K
$596K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
537+ 50.0% |
$115K - $127K
|
1.61K
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.52KNew |
$539K - $597K
|
2.52K
$527K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
12+ 0.93% |
$2.57K - $2.85K
|
1.31K
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
17+ 0.35% |
$3.64K - $4.03K
|
4.93K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
3.2KNew |
$684K - $758K
|
3.2K
$669K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.43KNew |
$307K - $340K
|
1.43K
$300K
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
31+ 0.95% |
$6.63K - $7.35K
|
3.28K
$686K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
114K+ 7.82% |
$24.5M - $27.1M
|
1.58M
$330M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-105- 1.83% |
$22.5K - $24.9K
|
5.64K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
3New |
$642 - $711
|
3
$628
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-97- 2.36% |
$20.7K - $23K
|
4.02K
$841K
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-28- 2.78% |
$5.99K - $6.64K
|
980
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2+ 0.16% |
$428 - $474
|
1.25K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 1.91% |
$2.99K - $3.32K
|
747
$156K
|
|
|
Nov 12, 2025
Q3 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
190+ 4.19% |
$40.6K - $45K
|
4.73K
$989K
|
|
|
Nov 12, 2025
Q3 2025
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-7.56K- 97.94% |
$1.62M - $1.79M
|
159
$33.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
677+ 3.83% |
$145K - $161K
|
18.4K
$3.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
2.05K+ 3.69% |
$439K - $487K
|
57.8K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1+ 0.09% |
$214 - $237
|
1.06K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
6.99K+ 7.91% |
$1.5M - $1.66M
|
95.3K
$19.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-48- 4.27% |
$10.3K - $11.4K
|
1.08K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
182+ 2.13% |
$38.9K - $43.2K
|
8.71K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
118+ 0.63% |
$25.2K - $28K
|
19K
$3.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-342- 10.68% |
$73.1K - $81.1K
|
2.86K
$598K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.08% |
$428 - $474
|
2.54K
$531K
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
7+ 0.38% |
$1.5K - $1.66K
|
1.86K
$390K
|
|
|
Nov 12, 2025
Q3 2025
|
Corient Ia LLC
Miami, FL |
SELL
|
- |
-50- 2.44% |
$10.7K - $11.9K
|
2K
$418K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
7+ 0.32% |
$1.5K - $1.66K
|
2.18K
$456K
|
|
|
Nov 12, 2025
Q3 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
3.95KNew |
$844K - $936K
|
3.95K
$825K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.23KNew |
$262K - $291K
|
1.23K
$257K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-71- 0.06% |
$15.2K - $16.8K
|
121K
$25.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-5.68K- 4.11% |
$1.22M - $1.35M
|
133K
$27.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-97- 0.62% |
$20.7K - $23K
|
15.5K
$3.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-150- 12.25% |
$32.1K - $35.6K
|
1.07K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-410- 14.7% |
$87.7K - $97.2K
|
2.38K
$498K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
525+ 0.29% |
$112K - $124K
|
180K
$37.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
84+ 0.04% |
$18K - $19.9K
|
191K
$40M
|
|
|
Nov 12, 2025
Q3 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-369- 1.38% |
$78.9K - $87.5K
|
26.3K
$5.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.73K- 3.79% |
$799K - $885K
|
94.7K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-116K- 5.05% |
$24.8M - $27.5M
|
2.18M
$457M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-472- 1.82% |
$101K - $112K
|
25.4K
$5.32M
|
|
|
Nov 12, 2025
Q3 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-53- 0.74% |
$11.3K - $12.6K
|
7.08K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.12% |
$428 - $474
|
1.61K
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-848- 35.45% |
$181K - $201K
|
1.54K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-74- 1.59% |
$15.8K - $17.5K
|
4.57K
$956K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-10- 0.51% |
$2.14K - $2.37K
|
1.95K
$408K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.76K- 4.07% |
$804K - $891K
|
88.6K
$18.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-88- 0.43% |
$18.8K - $20.9K
|
20.6K
$4.3M
|
|