Latest Institutional Purchases of Waste Management Inc (WM)
This list provides information on the latest institutional transactions involving Waste Management Inc (WM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 12.2% |
$5.04K - $5.71K
|
230
$51.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 1.21% |
$5.04K - $5.71K
|
2.1K
$471K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
25+ 1.7% |
$5.04K - $5.71K
|
1.5K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
24+ 0.84% |
$4.84K - $5.48K
|
2.88K
$648K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
24+ 0.29% |
$4.84K - $5.48K
|
8.22K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
23+ 1.69% |
$4.64K - $5.25K
|
1.39K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
22+ 0.1% |
$4.44K - $5.03K
|
21.9K
$4.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 0.87% |
$4.24K - $4.8K
|
2.45K
$550K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 0.86% |
$4.24K - $4.8K
|
2.45K
$551K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
20+ 0.21% |
$4.04K - $4.57K
|
9.58K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
20+ 1.41% |
$4.04K - $4.57K
|
1.44K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
20+ 0.57% |
$4.04K - $4.57K
|
3.56K
$800K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
20+ 0.23% |
$4.04K - $4.57K
|
8.75K
$1.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
20+ 19.61% |
$4.04K - $4.57K
|
122
$27.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
18New |
$3.63K - $4.11K
|
18
$4.05K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
17New |
$3.43K - $3.88K
|
17
$3.82K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
16+ 1.43% |
$3.23K - $3.66K
|
1.13K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
16+ 0.49% |
$3.23K - $3.66K
|
3.26K
$734K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
16+ 0.71% |
$3.23K - $3.66K
|
2.26K
$509K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
15+ 0.21% |
$3.03K - $3.43K
|
7.05K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
15+ 1.2% |
$3.03K - $3.43K
|
1.27K
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
15+ 1.14% |
$3.03K - $3.43K
|
1.33K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15+ 0.05% |
$3.03K - $3.43K
|
29.8K
$6.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15+ 19.23% |
$3.03K - $3.43K
|
93
$20.9K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
14+ 0.94% |
$2.83K - $3.2K
|
1.5K
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13+ 0.06% |
$2.62K - $2.97K
|
22.5K
$5.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 1.7% |
$2.62K - $2.97K
|
779
$175K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 1.28% |
$2.62K - $2.97K
|
1.03K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
13+ 0.06% |
$2.62K - $2.97K
|
22.2K
$4.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
13+ 0.4% |
$2.62K - $2.97K
|
3.29K
$740K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13+ 1.29% |
$2.62K - $2.97K
|
1.02K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12+ 0.17% |
$2.42K - $2.74K
|
7.16K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
12New |
$2.42K - $2.74K
|
12
$2.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
12+ 1.19% |
$2.42K - $2.74K
|
1.02K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12+ 0.59% |
$2.42K - $2.74K
|
2.03K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12+ 0.73% |
$2.42K - $2.74K
|
1.66K
$372K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11+ 8.03% |
$2.22K - $2.51K
|
148
$33.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 6.63% |
$2.22K - $2.51K
|
177
$39.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$2.22K - $2.51K
|
11
$2.47K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.94% |
$2.22K - $2.51K
|
1.18K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$2.02K - $2.28K
|
10
$2.25K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 6.1% |
$2.02K - $2.28K
|
174
$39.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10+ 0.97% |
$2.02K - $2.28K
|
1.04K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10+ 0.24% |
$2.02K - $2.28K
|
4.2K
$944K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9+ 0.12% |
$1.82K - $2.06K
|
7.47K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
9+ 0.07% |
$1.82K - $2.06K
|
13K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
8+ 0.1% |
$1.61K - $1.83K
|
8.28K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
8+ 0.13% |
$1.61K - $1.83K
|
6.26K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.01% |
$1.41K - $1.6K
|
122K
$27.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.1% |
$1.41K - $1.6K
|
6.78K
$1.52M
|