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 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18+ 1.25% |
$3.55K - $4.02K
|
1.45K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
17+ 0.49% |
$3.35K - $3.8K
|
3.47K
$780K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 3.5% |
$3.35K - $3.8K
|
503
$113K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
16+ 0.38% |
$3.15K - $3.58K
|
4.19K
$942K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16+ 1.16% |
$3.15K - $3.58K
|
1.4K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
15+ 5.15% |
$2.95K - $3.35K
|
306
$68.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15+ 0.27% |
$2.95K - $3.35K
|
5.63K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
15+ 0.09% |
$2.95K - $3.35K
|
17.1K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 1.11% |
$2.36K - $2.68K
|
1.09K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.46% |
$2.36K - $2.68K
|
2.6K
$585K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
12+ 1.23% |
$2.36K - $2.68K
|
988
$222K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
11+ 1.02% |
$2.17K - $2.46K
|
1.09K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 12.9% |
$1.58K - $1.79K
|
70
$15.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8+ 0.51% |
$1.58K - $1.79K
|
1.56K
$351K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$1.58K - $1.79K
|
8
$1.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8+ 2.86% |
$1.58K - $1.79K
|
288
$64.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
8+ 0.13% |
$1.58K - $1.79K
|
5.98K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.14% |
$1.58K - $1.79K
|
5.6K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7+ 0.06% |
$1.38K - $1.56K
|
12.4K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.22% |
$1.38K - $1.56K
|
3.14K
$706K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7+ 0.72% |
$1.38K - $1.56K
|
982
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6+ 0.58% |
$1.18K - $1.34K
|
1.05K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
6+ 0.12% |
$1.18K - $1.34K
|
5.21K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
6New |
$1.18K - $1.34K
|
6
$1.35K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6New |
$1.18K - $1.34K
|
6
$1.35K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.54% |
$1.18K - $1.34K
|
1.11K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 100.0% |
$985 - $1.12K
|
10
$2.25K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
5New |
$985 - $1.12K
|
5
$1.12K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 0.74% |
$985 - $1.12K
|
680
$153K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
5+ 0.06% |
$985 - $1.12K
|
8.81K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4+ 0.34% |
$788 - $894
|
1.19K
$269K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
4+ 0.38% |
$788 - $894
|
1.04K
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.2% |
$788 - $894
|
1.97K
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.29% |
$591 - $670
|
1.04K
$233K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.18% |
$591 - $670
|
1.63K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2+ 0.16% |
$394 - $447
|
1.29K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2+ 0.11% |
$394 - $447
|
1.85K
$416K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2+ 0.12% |
$394 - $447
|
1.73K
$390K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$394 - $447
|
1.85K
$416K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.21% |
$394 - $447
|
969
$218K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 14.29% |
$394 - $447
|
16
$3.6K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.19% |
$197 - $223
|
533
$120K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.5% |
$197 - $223
|
202
$45.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$197 - $223
|
9.22K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1+ 0.04% |
$197 - $223
|
2.65K
$595K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.34% |
$197 - $223
|
292
$65.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$197 - $223
|
12.8K
$2.87M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.03% |
$197 - $223
|
3.56K
$801K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
BUY
|
- |
1+ 0.07% |
$197 - $223
|
1.36K
$306K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 3.45% |
$197 - $223
|
30
$6.75K
|