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 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-686- 22.63% |
$147K - $163K
|
2.35K
$491K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.27K+ 1.19% |
$271K - $300K
|
108K
$22.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.37K- 11.14% |
$293K - $325K
|
10.9K
$2.29M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-957- 1.73% |
$205K - $227K
|
54.4K
$11.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-19- 0.58% |
$4.06K - $4.5K
|
3.28K
$686K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
141+ 6.07% |
$30.2K - $33.4K
|
2.47K
$516K
|
|
|
Nov 05, 2025
Q3 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$364K - $403K
|
1.7K
$356K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
70New |
$15K - $16.6K
|
70
$14.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
65+ 0.42% |
$13.9K - $15.4K
|
15.7K
$3.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
1.91K+ 5.45% |
$408K - $453K
|
36.9K
$7.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-82- 3.82% |
$17.5K - $19.4K
|
2.07K
$432K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
126+ 3.13% |
$26.9K - $29.9K
|
4.15K
$867K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
23+ 1.65% |
$4.92K - $5.45K
|
1.42K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.02K- 7.98% |
$1.07M - $1.19M
|
57.9K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.73K- 7.19% |
$797K - $883K
|
48.1K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.67K- 0.66% |
$356K - $395K
|
249K
$52.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-120- 2.83% |
$25.7K - $28.5K
|
4.12K
$862K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
1.69K+ 15.95% |
$361K - $400K
|
12.3K
$2.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.06K+ 3.39% |
$227K - $252K
|
32.3K
$6.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.44K- 35.58% |
$308K - $341K
|
2.61K
$545K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-991- 1.68% |
$212K - $235K
|
58K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-981- 8.41% |
$210K - $233K
|
10.7K
$2.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
873+ 0.8% |
$187K - $207K
|
111K
$23.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Terra Alpha Investments LLC
Washington, DC |
SELL
|
- |
-1.59K- 7.19% |
$339K - $376K
|
20.5K
$4.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-286- 3.45% |
$61.2K - $67.8K
|
8K
$1.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
812+ 16.64% |
$174K - $193K
|
5.69K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1- 0.01% |
$214 - $237
|
15.3K
$3.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.15K- 2.06% |
$1.96M - $2.17M
|
436K
$91.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
282+ 11.92% |
$60.3K - $66.9K
|
2.65K
$554K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
11+ 0.06% |
$2.35K - $2.61K
|
17.3K
$3.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
427+ 1.6% |
$91.3K - $101K
|
27.1K
$5.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
18+ 2.02% |
$3.85K - $4.27K
|
907
$190K
|
|
|
Nov 04, 2025
Q3 2025
|
Arjuna Capital
|
BUY
|
- |
585+ 2.22% |
$125K - $139K
|
27K
$5.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.04% |
$428 - $474
|
5.58K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Palmer Knight CO
|
SELL
|
- |
-1.07K- 2.72% |
$228K - $253K
|
38.1K
$7.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.51K+ 21.51% |
$1.39M - $1.54M
|
36.8K
$7.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-6- 0.05% |
$1.28K - $1.42K
|
13.1K
$2.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.04% |
$214 - $237
|
2.62K
$547K
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
BUY
|
- |
3+ 15.0% |
$642 - $711
|
23
$4.81K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-39- 1.45% |
$8.34K - $9.25K
|
2.65K
$553K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
31+ 19.14% |
$6.63K - $7.35K
|
193
$40.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
514+ 5.62% |
$110K - $122K
|
9.67K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
10.2K+ 90.57% |
$2.18M - $2.41M
|
21.4K
$4.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.67K- 0.66% |
$784K - $869K
|
549K
$115M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-217- 1.09% |
$46.4K - $51.5K
|
19.6K
$4.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.55K+ 12.39% |
$1.19M - $1.32M
|
50.4K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-16- 12.8% |
$3.42K - $3.79K
|
109
$22.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-47- 0.78% |
$10.1K - $11.1K
|
5.99K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.16K+ 2.43% |
$248K - $275K
|
49K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
3.37K+ 59.5% |
$721K - $799K
|
9.04K
$1.89M
|
|