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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
862+ 11.14% |
$173K - $202K
|
8.6K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.17K+ 92.11% |
$1.24M - $1.44M
|
12.9K
$2.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8+ 0.74% |
$1.6K - $1.87K
|
1.09K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-87- 5.57% |
$17.4K - $20.3K
|
1.48K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-5- 0.32% |
$1K - $1.17K
|
1.56K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
3.64K+ 24.99% |
$730K - $851K
|
18.2K
$4.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
963New |
$193K - $225K
|
963
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-35- 21.88% |
$7.02K - $8.18K
|
125
$28.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 12.99% |
$243K - $283K
|
10.5K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.51% |
$401 - $468
|
392
$90.5K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.28K+ 4.18% |
$256K - $299K
|
31.9K
$7.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.14K+ 4.3% |
$229K - $267K
|
27.7K
$6.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
2.28K+ 1.69% |
$458K - $534K
|
138K
$31.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.96K+ 11.38% |
$392K - $457K
|
19.1K
$4.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.05K+ 13.81% |
$1.01M - $1.18M
|
41.7K
$9.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-71- 1.47% |
$14.2K - $16.6K
|
4.75K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.03KNew |
$408K - $475K
|
2.03K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
88+ 24.24% |
$17.6K - $20.6K
|
451
$104K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
389+ 11.85% |
$78K - $90.9K
|
3.67K
$848K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
237+ 18.62% |
$47.5K - $55.4K
|
1.51K
$349K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
69+ 0.14% |
$13.8K - $16.1K
|
48.9K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.08K+ 66.88% |
$618K - $721K
|
7.69K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-183- 1.94% |
$36.7K - $42.8K
|
9.23K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-1.19K- 22.32% |
$239K - $279K
|
4.15K
$959K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
114+ 2.04% |
$22.9K - $26.7K
|
5.7K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
37+ 2.31% |
$7.42K - $8.65K
|
1.64K
$379K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-354- 2.12% |
$71K - $82.8K
|
16.3K
$3.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-835- 1.54% |
$167K - $195K
|
53.5K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-23- 0.56% |
$4.61K - $5.38K
|
4.09K
$945K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
17+ 18.28% |
$3.41K - $3.97K
|
110
$25.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-491- 25.22% |
$98.5K - $115K
|
1.46K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.8KNew |
$1.16M - $1.36M
|
5.8K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-255- 12.11% |
$51.1K - $59.6K
|
1.85K
$427K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-675- 4.73% |
$135K - $158K
|
13.6K
$3.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
966New |
$194K - $226K
|
966
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
901New |
$181K - $211K
|
901
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
243+ 1.16% |
$48.7K - $56.8K
|
21.2K
$4.89M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-253- 29.98% |
$50.7K - $59.1K
|
591
$136K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.9M- 99.57% |
$381M - $444M
|
8.25K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.29KNew |
$259K - $302K
|
1.29K
$298K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.22K+ 1.78% |
$245K - $285K
|
70K
$16.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
46+ 3.06% |
$9.22K - $10.8K
|
1.55K
$357K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
18+ 1.57% |
$3.61K - $4.21K
|
1.17K
$269K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.09K+ 3.26% |
$218K - $254K
|
34.4K
$7.95M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-100- 8.16% |
$20.1K - $23.4K
|
1.13K
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
27+ 2.29% |
$5.41K - $6.31K
|
1.21K
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
118+ 2.59% |
$23.7K - $27.6K
|
4.67K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
650+ 9.37% |
$130K - $152K
|
7.59K
$1.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8+ 0.12% |
$1.6K - $1.87K
|
6.82K
$1.57M
|