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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
9New |
$1.8K - $1.92K
|
9
$1.89K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5New |
$1K - $1.07K
|
5
$1.05K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$201 - $213
|
1.09K
$229K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.04KNew |
$208K - $221K
|
1.04K
$217K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-107- 3.56% |
$21.5K - $22.8K
|
2.9K
$608K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-6- 0.43% |
$1.2K - $1.28K
|
1.38K
$289K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
180New |
$36.1K - $38.4K
|
180
$37.7K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-500- 71.43% |
$100K - $107K
|
200
$41.9K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
18+ 1.71% |
$3.61K - $3.84K
|
1.07K
$224K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
166+ 5.92% |
$33.3K - $35.4K
|
2.97K
$622K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
522New |
$105K - $111K
|
522
$109K
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-498- 6.68% |
$99.9K - $106K
|
6.96K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-20- 1.41% |
$4.01K - $4.27K
|
1.4K
$294K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2+ 0.14% |
$401 - $427
|
1.44K
$302K
|
|
|
Jul 22, 2024
Q2 2024
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-40- 0.05% |
$8.02K - $8.53K
|
85.5K
$17.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 400.0% |
$1.6K - $1.71K
|
10
$2.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
385New |
$77.2K - $82.1K
|
385
$80.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.54% |
$1.8K - $1.92K
|
1.65K
$346K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
5+ 0.21% |
$1K - $1.07K
|
2.39K
$500K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-20.9K- 43.67% |
$4.2M - $4.46M
|
27K
$5.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
550+ 2.3% |
$110K - $117K
|
24.4K
$5.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-48- 5.84% |
$9.63K - $10.2K
|
774
$162K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-750- 4.32% |
$150K - $160K
|
16.6K
$3.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
634+ 2.1% |
$127K - $135K
|
30.9K
$6.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
345New |
$69.2K - $73.6K
|
345
$72.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
300+ 16.67% |
$60.2K - $64K
|
2.1K
$440K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-250- 15.34% |
$50.1K - $53.3K
|
1.38K
$289K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13- 1.95% |
$2.61K - $2.77K
|
653
$137K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
91New |
$18.3K - $19.4K
|
91
$19.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
961+ 16.49% |
$193K - $205K
|
6.79K
$1.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.75KNew |
$351K - $373K
|
1.75K
$367K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-95- 13.55% |
$19.1K - $20.3K
|
606
$127K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.02KNew |
$405K - $431K
|
2.02K
$423K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
7.85K+ 37.38% |
$1.57M - $1.67M
|
28.9K
$6.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
214+ 5.08% |
$42.9K - $45.7K
|
4.43K
$928K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
118+ 16.91% |
$23.7K - $25.2K
|
816
$171K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20- 1.46% |
$4.01K - $4.27K
|
1.35K
$283K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-40- 4.52% |
$8.02K - $8.53K
|
844
$177K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-78- 7.65% |
$15.6K - $16.6K
|
942
$197K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 15.25% |
$1.8K - $1.92K
|
50
$10.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-65KClosed |
$13M - $13.9M
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.11KNew |
$824K - $876K
|
4.11K
$861K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
300+ 24.39% |
$60.2K - $64K
|
1.53K
$321K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.53KNew |
$307K - $326K
|
1.53K
$321K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 2.13% |
$602 - $640
|
144
$30.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.2% |
$401 - $427
|
1.02K
$213K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 23.99% |
$212K - $225K
|
3.35K
$701K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
982New |
$197K - $209K
|
982
$206K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
135+ 150.0% |
$27.1K - $28.8K
|
225
$47.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
147+ 7.37% |
$29.5K - $31.4K
|
2.14K
$449K
|