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 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
160+ 15.08% |
$34.2K - $37.9K
|
1.22K
$255K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
6+ 1.2% |
$1.28K - $1.42K
|
506
$106K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-143- 0.94% |
$30.6K - $33.9K
|
15K
$3.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-164- 4.17% |
$35.1K - $38.9K
|
3.77K
$789K
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.25K- 4.36% |
$481K - $533K
|
49.3K
$10.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-158- 9.48% |
$33.8K - $37.5K
|
1.51K
$315K
|
|
|
Nov 10, 2025
Q3 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-24- 0.29% |
$5.13K - $5.69K
|
8.2K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-162- 0.64% |
$34.6K - $38.4K
|
25.2K
$5.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
469+ 0.81% |
$100K - $111K
|
58.4K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
263+ 15.36% |
$56.3K - $62.4K
|
1.98K
$413K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
44.6K+ 1021.72% |
$9.54M - $10.6M
|
49K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
10.1K+ 10.45% |
$2.17M - $2.4M
|
107K
$22.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
100New |
$21.4K - $23.7K
|
100
$20.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-289- 1.36% |
$61.8K - $68.5K
|
21K
$4.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-107- 6.65% |
$22.9K - $25.4K
|
1.5K
$314K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52- 3.29% |
$11.1K - $12.3K
|
1.53K
$320K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-38.5K- 36.92% |
$8.24M - $9.13M
|
65.8K
$13.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
36+ 3.1% |
$7.7K - $8.54K
|
1.2K
$250K
|
|
|
Nov 10, 2025
Q3 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
315+ 0.85% |
$67.4K - $74.7K
|
37.4K
$7.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-602- 37.98% |
$129K - $143K
|
983
$206K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.02K+ 3.31% |
$219K - $242K
|
31.9K
$6.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
30+ 0.37% |
$6.42K - $7.11K
|
8.06K
$1.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
300+ 2.86% |
$64.2K - $71.1K
|
10.8K
$2.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-3.12K- 43.41% |
$666K - $739K
|
4.06K
$850K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.88K+ 23.15% |
$402K - $446K
|
9.99K
$2.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
12.3KNew |
$2.62M - $2.91M
|
12.3K
$2.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
17K+ 79.94% |
$3.64M - $4.03M
|
38.3K
$8M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
114+ 1.82% |
$24.4K - $27K
|
6.39K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
31.3K+ 11.21% |
$6.7M - $7.43M
|
311K
$65M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
71+ 3.93% |
$15.2K - $16.8K
|
1.88K
$393K
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.05K- 10.83% |
$225K - $249K
|
8.65K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-100- 8.55% |
$21.4K - $23.7K
|
1.07K
$224K
|
|
|
Nov 10, 2025
Q3 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
1.34KNew |
$287K - $318K
|
1.34K
$280K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1- 0.11% |
$214 - $237
|
939
$196K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
571+ 8.57% |
$122K - $135K
|
7.23K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
6+ 0.45% |
$1.28K - $1.42K
|
1.33K
$278K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
62.6K+ 339.45% |
$13.4M - $14.8M
|
81K
$16.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-241- 14.34% |
$51.5K - $57.1K
|
1.44K
$301K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.17K- 1.5% |
$678K - $751K
|
207K
$43.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
344+ 6.17% |
$73.6K - $81.6K
|
5.92K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.27K- 1.32% |
$271K - $300K
|
94.9K
$19.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1- 0.08% |
$214 - $237
|
1.27K
$266K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
49.6K+ 6.81% |
$10.6M - $11.8M
|
777K
$163M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
918New |
$196K - $218K
|
918
$192K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.53K+ 48.23% |
$1.61M - $1.78M
|
23.1K
$4.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.5K- 7.99% |
$320K - $355K
|
17.3K
$3.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
142+ 1.29% |
$30.4K - $33.7K
|
11.2K
$2.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-8- 0.19% |
$1.71K - $1.9K
|
4.3K
$899K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-6.74K- 74.27% |
$1.44M - $1.6M
|
2.34K
$488K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
787+ 17.98% |
$168K - $187K
|
5.16K
$1.08M
|
|