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 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
50New |
$7.06K - $7.79K
|
50
$10.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-60Closed |
$8.47K - $9.35K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-10.3KClosed |
$1.46M - $1.61M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
PUT |
190K+ 3385.71% |
$26.8M - $29.5M
|
195K
$40.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-26Closed |
$3.67K - $4.05K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.79KClosed |
$253K - $279K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-5.79KClosed |
$817K - $902K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-1.41KClosed |
$199K - $220K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-525- 39.62% |
$74.1K - $81.8K
|
800
$167K
|
|
|
Oct 25, 2021
Q3 2021
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-127KClosed |
$17.9M - $19.7M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
1.38KNew |
$194K - $214K
|
1.38K
$288K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 38.46% |
$35.3K - $39K
|
400
$83.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-7Closed |
$988 - $1.09K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.49KClosed |
$211K - $233K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$28.2K - $31.2K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-8.8KClosed |
$1.24M - $1.37M
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-2K- 48.78% |
$282K - $312K
|
2.1K
$439K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-391Closed |
$55.2K - $60.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-624Closed |
$80.7K - $89.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.64KNew |
$599K - $664K
|
4.64K
$970K
|
|
|
Aug 16, 2021
Q2 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
PUT |
2.5K+ 25.0% |
$323K - $358K
|
12.5K
$2.61M
|
|
|
Aug 16, 2021
Q2 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-800Closed |
$103K - $115K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-21.1KClosed |
$2.72M - $3.02M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-4.72KClosed |
$610K - $676K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
63.5KNew |
$8.21M - $9.1M
|
63.5K
$13.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.35KClosed |
$562K - $623K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-14Closed |
$1.81K - $2.01K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-2.1KClosed |
$271K - $301K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-140Closed |
$18.1K - $20.1K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-67Closed |
$8.66K - $9.6K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-199Closed |
$25.7K - $28.5K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-231Closed |
$29.9K - $33.1K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
61+ 1.21% |
$7.89K - $8.74K
|
5.1K
$1.07M
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-200Closed |
$25.9K - $28.7K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-2.37KClosed |
$306K - $340K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-100Closed |
$12.9K - $14.3K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-185Closed |
$23.9K - $26.5K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-52Closed |
$6.72K - $7.45K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Distillate Capital Partners LLC
|
SELL
|
- |
-20.7KClosed |
$2.67M - $2.96M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-200Closed |
$25.9K - $28.7K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
21.3KNew |
$2.76M - $3.06M
|
21.3K
$4.46M
|
|
|
Jul 21, 2021
Q2 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-19KClosed |
$2.46M - $2.72M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-400Closed |
$51.7K - $57.3K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10- 8.93% |
$1.29K - $1.43K
|
102
$21.3K
|
|
|
Jul 06, 2021
Q2 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-10.7KClosed |
$1.38M - $1.53M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 02, 2025
Q1 2021
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-9.37K- 89.75% |
$1.03M - $1.22M
|
1.07K
$224K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-721Closed |
$79.3K - $94K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-123Closed |
$13.5K - $16K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-721Closed |
$79.3K - $94K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-9.37KClosed |
$1.03M - $1.22M
|
0
$0
|
|