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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
23+ 1.65% |
$4.92K - $5.45K
|
1.42K
$297K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
23+ 2.06% |
$4.92K - $5.45K
|
1.14K
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
23+ 0.09% |
$4.92K - $5.45K
|
26.8K
$5.61M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21+ 0.23% |
$4.49K - $4.98K
|
9.32K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
21+ 0.64% |
$4.49K - $4.98K
|
3.29K
$689K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
21+ 2.33% |
$4.49K - $4.98K
|
922
$193K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
21+ 1.28% |
$4.49K - $4.98K
|
1.66K
$348K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
21+ 0.95% |
$4.49K - $4.98K
|
2.24K
$469K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
21+ 2.17% |
$4.49K - $4.98K
|
990
$207K
|
|
|
Nov 07, 2025
Q3 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
20+ 1.19% |
$4.28K - $4.74K
|
1.7K
$355K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
20+ 0.62% |
$4.28K - $4.74K
|
3.23K
$675K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
19+ 0.97% |
$4.06K - $4.5K
|
1.97K
$413K
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
18+ 0.24% |
$3.85K - $4.27K
|
7.61K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
18+ 2.02% |
$3.85K - $4.27K
|
907
$190K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
18+ 1.47% |
$3.85K - $4.27K
|
1.24K
$260K
|
|
|
Oct 28, 2025
Q3 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
18+ 0.48% |
$3.85K - $4.27K
|
3.8K
$795K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.72% |
$3.85K - $4.27K
|
1.06K
$222K
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
17+ 1.0% |
$3.64K - $4.03K
|
1.72K
$360K
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
17+ 0.83% |
$3.64K - $4.03K
|
2.06K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
17+ 0.35% |
$3.64K - $4.03K
|
4.93K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
17+ 0.9% |
$3.64K - $4.03K
|
1.9K
$398K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
17+ 0.95% |
$3.64K - $4.03K
|
1.81K
$379K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
16+ 1.09% |
$3.42K - $3.79K
|
1.49K
$312K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16+ 1.65% |
$3.42K - $3.79K
|
985
$206K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
15+ 1.91% |
$3.21K - $3.56K
|
802
$168K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15+ 0.43% |
$3.21K - $3.56K
|
3.49K
$730K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.62% |
$3.21K - $3.56K
|
2.43K
$508K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
15New |
$3.21K - $3.56K
|
15
$3.14K
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
14+ 12.96% |
$2.99K - $3.32K
|
122
$25.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 1.91% |
$2.99K - $3.32K
|
747
$156K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
14+ 100.0% |
$2.99K - $3.32K
|
28
$5.86K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
14+ 0.57% |
$2.99K - $3.32K
|
2.46K
$514K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14+ 82.35% |
$2.99K - $3.32K
|
31
$6.48K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.64% |
$2.99K - $3.32K
|
2.19K
$459K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
14+ 4.67% |
$2.99K - $3.32K
|
314
$65.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
13+ 0.24% |
$2.78K - $3.08K
|
5.49K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
12+ 0.93% |
$2.57K - $2.85K
|
1.31K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11+ 0.01% |
$2.35K - $2.61K
|
112K
$23.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
11+ 0.06% |
$2.35K - $2.61K
|
17.3K
$3.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
11+ 0.96% |
$2.35K - $2.61K
|
1.16K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
10+ 0.52% |
$2.14K - $2.37K
|
1.92K
$401K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
10+ 0.31% |
$2.14K - $2.37K
|
3.21K
$672K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
10+ 0.84% |
$2.14K - $2.37K
|
1.2K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
10New |
$2.14K - $2.37K
|
10
$2.09K
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
9+ 0.53% |
$1.92K - $2.13K
|
1.71K
$358K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
9New |
$1.92K - $2.13K
|
9
$1.88K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
8New |
$1.71K - $1.9K
|
8
$1.67K
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.04% |
$1.71K - $1.9K
|
20.8K
$4.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
8New |
$1.71K - $1.9K
|
8
$1.67K
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
7+ 0.2% |
$1.5K - $1.66K
|
3.42K
$716K
|
|