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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.39K- 2.8% |
$512K - $567K
|
83.2K
$17.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-8- 0.15% |
$1.71K - $1.9K
|
5.31K
$1.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
67+ 3.08% |
$14.3K - $15.9K
|
2.25K
$470K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.72K- 60.63% |
$1.65M - $1.83M
|
5.01K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$856 - $948
|
5.59K
$1.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-14- 12.73% |
$2.99K - $3.32K
|
96
$20.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
61.8KNew |
$13.2M - $14.7M
|
61.8K
$12.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Windward Capital Management CO
|
SELL
|
- |
-215- 0.74% |
$46K - $51K
|
29K
$6.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-56- 0.43% |
$12K - $13.3K
|
12.8K
$2.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-158- 11.73% |
$33.8K - $37.5K
|
1.19K
$249K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1.02KNew |
$219K - $242K
|
1.02K
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-113- 23.16% |
$24.2K - $26.8K
|
375
$78.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-16.3K- 9.91% |
$3.49M - $3.87M
|
148K
$31M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
254+ 1.73% |
$54.3K - $60.2K
|
14.9K
$3.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
411+ 14.5% |
$87.9K - $97.4K
|
3.25K
$679K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
355+ 27.78% |
$75.9K - $84.2K
|
1.63K
$342K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-133- 5.38% |
$28.4K - $31.5K
|
2.34K
$490K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
39+ 3.9% |
$8.34K - $9.25K
|
1.04K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-145- 10.4% |
$31K - $34.4K
|
1.25K
$261K
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
99+ 1.79% |
$21.2K - $23.5K
|
5.62K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-9- 0.13% |
$1.92K - $2.13K
|
6.73K
$1.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
359+ 2.89% |
$76.8K - $85.1K
|
12.8K
$2.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.15KNew |
$245K - $271K
|
1.15K
$239K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
136+ 0.13% |
$29.1K - $32.2K
|
104K
$21.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.1KNew |
$235K - $261K
|
1.1K
$230K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-65- 0.64% |
$13.9K - $15.4K
|
10.1K
$2.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
612+ 36.87% |
$131K - $145K
|
2.27K
$475K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
14KNew |
$2.99M - $3.32M
|
14K
$2.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.74K- 7.35% |
$800K - $887K
|
47.2K
$9.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$642 - $711
|
2.51K
$525K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 0.27% |
$1.5K - $1.66K
|
2.61K
$545K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-68- 1.83% |
$14.5K - $16.1K
|
3.65K
$764K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2+ 0.15% |
$428 - $474
|
1.34K
$280K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
84+ 8.99% |
$18K - $19.9K
|
1.02K
$213K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
53New |
$11.3K - $12.6K
|
53
$11.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-303- 17.99% |
$64.8K - $71.8K
|
1.38K
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.69K+ 21.37% |
$361K - $400K
|
9.59K
$2.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
739+ 22.65% |
$158K - $175K
|
4K
$837K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
928New |
$198K - $220K
|
928
$194K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 0.12% |
$1.5K - $1.66K
|
5.63K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
15.5K+ 4.68% |
$3.32M - $3.68M
|
347K
$72.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.81K+ 2.24% |
$386K - $428K
|
82.4K
$17.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
769+ 10.02% |
$164K - $182K
|
8.45K
$1.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-15- 0.73% |
$3.21K - $3.56K
|
2.03K
$425K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
33+ 0.68% |
$7.06K - $7.82K
|
4.89K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
525+ 20.26% |
$112K - $124K
|
3.12K
$652K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.1K+ 4.98% |
$877K - $972K
|
86.4K
$18.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
184K+ 36.35% |
$39.3M - $43.5M
|
689K
$144M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.88K- 11.51% |
$616K - $683K
|
22.1K
$4.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-98- 98.0% |
$21K - $23.2K
|
2
$418
|
|