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 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.45K+ 13.08% |
$293K - $332K
|
12.6K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.45K+ 21.69% |
$292K - $331K
|
8.12K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.44KNew |
$290K - $328K
|
1.44K
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.4KNew |
$283K - $320K
|
1.4K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.39K+ 43.38% |
$280K - $317K
|
4.58K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.38K+ 7.54% |
$279K - $316K
|
19.7K
$4.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.37K+ 0.72% |
$275K - $312K
|
192K
$42.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.35K+ 54.27% |
$272K - $308K
|
3.83K
$844K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 45.49% |
$266K - $301K
|
4.21K
$927K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.32KNew |
$265K - $300K
|
1.32K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.3KNew |
$262K - $296K
|
1.3K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1.29K+ 20.96% |
$260K - $294K
|
7.43K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.27K+ 31.53% |
$257K - $291K
|
5.31K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.27KNew |
$256K - $289K
|
1.27K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.24K+ 30.14% |
$250K - $283K
|
5.34K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.23K+ 117.25% |
$248K - $281K
|
2.28K
$502K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.22K+ 35.76% |
$247K - $279K
|
4.64K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.21K+ 1.28% |
$244K - $277K
|
96K
$21.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
1.17K+ 4.23% |
$236K - $268K
|
28.9K
$6.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.15K+ 12.33% |
$233K - $264K
|
10.5K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.15KNew |
$231K - $262K
|
1.15K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.14K+ 8.63% |
$230K - $260K
|
14.3K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.08K+ 159.03% |
$219K - $247K
|
1.76K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.08K+ 10.11% |
$219K - $247K
|
11.8K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.07KNew |
$217K - $245K
|
1.07K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.07K+ 4.03% |
$217K - $245K
|
27.7K
$6.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.06K+ 18.35% |
$213K - $241K
|
6.82K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.05KNew |
$212K - $240K
|
1.05K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
1.05K+ 4.74% |
$211K - $239K
|
23.1K
$5.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.02KNew |
$206K - $233K
|
1.02K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1K+ 4.41% |
$202K - $228K
|
23.7K
$5.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
1K+ 19.61% |
$202K - $228K
|
6.1K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
998+ 28.94% |
$201K - $228K
|
4.45K
$979K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
994New |
$201K - $227K
|
994
$219K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
984+ 12.58% |
$199K - $225K
|
8.81K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
980+ 1.55% |
$198K - $224K
|
64.3K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
950+ 7.12% |
$192K - $217K
|
14.3K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
946+ 26.18% |
$191K - $216K
|
4.56K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
898+ 49.15% |
$181K - $205K
|
2.73K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
877+ 0.94% |
$177K - $200K
|
94.2K
$20.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
807+ 26.41% |
$163K - $184K
|
3.86K
$851K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
785+ 13.29% |
$158K - $179K
|
6.69K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
758+ 242.17% |
$153K - $173K
|
1.07K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
734+ 0.74% |
$148K - $168K
|
100K
$22M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
734+ 16.15% |
$148K - $168K
|
5.28K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
732+ 1.81% |
$148K - $167K
|
41.2K
$9.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
718+ 26.22% |
$145K - $164K
|
3.46K
$761K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
705+ 5.58% |
$142K - $161K
|
13.3K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
705+ 1.6% |
$142K - $161K
|
44.6K
$9.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
689+ 6.37% |
$139K - $157K
|
11.5K
$2.54M
|