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 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.15KNew |
$231K - $262K
|
1.15K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
1.05KNew |
$211K - $239K
|
1.05K
$219K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
1K+ 19.61% |
$202K - $228K
|
6.1K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
883New |
$178K - $202K
|
883
$185K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
708New |
$143K - $162K
|
708
$148K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
698New |
$141K - $159K
|
698
$146K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
638New |
$129K - $146K
|
638
$133K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
559New |
$113K - $128K
|
559
$117K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
526+ 8.07% |
$106K - $120K
|
7.04K
$1.47M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
500New |
$101K - $114K
|
500
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
500+ 1.52% |
$101K - $114K
|
33.4K
$6.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
500New |
$101K - $114K
|
500
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
446+ 32.87% |
$90K - $102K
|
1.8K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
381New |
$76.9K - $87K
|
381
$79.7K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
348New |
$70.2K - $79.5K
|
348
$72.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
276+ 3.43% |
$55.7K - $63.1K
|
8.33K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
248New |
$50K - $56.7K
|
248
$51.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
232+ 19.4% |
$46.8K - $53K
|
1.43K
$299K
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
193New |
$38.9K - $44.1K
|
193
$40.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
188New |
$37.9K - $43K
|
188
$39.3K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
182New |
$36.7K - $41.6K
|
182
$38.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
173New |
$34.9K - $39.5K
|
173
$36.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
172New |
$34.7K - $39.3K
|
172
$36K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
120New |
$24.2K - $27.4K
|
120
$25.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
104+ 5.35% |
$21K - $23.8K
|
2.05K
$428K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
100New |
$20.2K - $22.8K
|
100
$20.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$20.2K - $22.8K
|
100
$20.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
100New |
$20.2K - $22.8K
|
100
$20.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
71+ 5.98% |
$14.3K - $16.2K
|
1.26K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
66New |
$13.3K - $15.1K
|
66
$13.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
61New |
$12.3K - $13.9K
|
61
$12.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
54New |
$10.9K - $12.3K
|
54
$11.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
49New |
$9.89K - $11.2K
|
49
$10.2K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
42+ 3.25% |
$8.48K - $9.6K
|
1.33K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31+ 0.83% |
$6.26K - $7.08K
|
3.76K
$787K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29New |
$5.85K - $6.63K
|
29
$6.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
22+ 0.71% |
$4.44K - $5.03K
|
3.11K
$650K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22+ 5.49% |
$4.44K - $5.03K
|
423
$88.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20New |
$4.04K - $4.57K
|
20
$4.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
18+ 0.36% |
$3.63K - $4.11K
|
5.02K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
18New |
$3.63K - $4.11K
|
18
$3.77K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
17New |
$3.43K - $3.88K
|
17
$3.56K
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
15+ 0.76% |
$3.03K - $3.43K
|
1.99K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
15+ 1.14% |
$3.03K - $3.43K
|
1.33K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
14+ 2.54% |
$2.83K - $3.2K
|
565
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
13New |
$2.62K - $2.97K
|
13
$2.72K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
12New |
$2.42K - $2.74K
|
12
$2.51K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12+ 0.59% |
$2.42K - $2.74K
|
2.03K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
11New |
$2.22K - $2.51K
|
11
$2.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.08% |
$2.22K - $2.51K
|
1.03K
$214K
|
|