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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.95K+ 145.73% |
$390K - $415K
|
3.28K
$687K
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.77KNew |
$355K - $378K
|
1.77K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.72KNew |
$346K - $368K
|
1.72K
$360K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.53KNew |
$307K - $326K
|
1.53K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
1.53KNew |
$306K - $325K
|
1.53K
$319K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.47KNew |
$295K - $313K
|
1.47K
$307K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.3K+ 162.5% |
$261K - $277K
|
2.1K
$439K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.26KNew |
$252K - $268K
|
1.26K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.24KNew |
$249K - $265K
|
1.24K
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.2KNew |
$241K - $256K
|
1.2K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.13KNew |
$227K - $242K
|
1.13K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.01KNew |
$203K - $215K
|
1.01K
$211K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
982New |
$197K - $209K
|
982
$205K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
959New |
$192K - $205K
|
959
$201K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
849New |
$170K - $181K
|
849
$178K
|
|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
757+ 8.28% |
$152K - $161K
|
9.9K
$2.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
673New |
$135K - $144K
|
673
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
650New |
$130K - $139K
|
650
$136K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
634+ 2.1% |
$127K - $135K
|
30.9K
$6.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
522New |
$105K - $111K
|
522
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
473+ 35.59% |
$94.9K - $101K
|
1.8K
$377K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
447+ 1.88% |
$89.6K - $95.4K
|
24.2K
$5.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
385New |
$77.2K - $82.1K
|
385
$80.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
345New |
$69.2K - $73.6K
|
345
$72.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
300+ 16.67% |
$60.2K - $64K
|
2.1K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
191+ 19.39% |
$38.3K - $40.7K
|
1.18K
$246K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
180New |
$36.1K - $38.4K
|
180
$37.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
113New |
$22.7K - $24.1K
|
113
$23.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
98+ 3.05% |
$19.7K - $20.9K
|
3.32K
$693K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
91New |
$18.3K - $19.4K
|
91
$19K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
82+ 1171.43% |
$16.4K - $17.5K
|
89
$18.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
77New |
$15.4K - $16.4K
|
77
$16.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
72New |
$14.4K - $15.4K
|
72
$15.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
43New |
$8.62K - $9.17K
|
43
$8.99K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
40New |
$8.02K - $8.53K
|
40
$8.37K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
36+ 1.3% |
$7.22K - $7.68K
|
2.81K
$588K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
26New |
$5.21K - $5.55K
|
26
$5.44K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
20+ 0.23% |
$4.01K - $4.27K
|
8.8K
$1.84M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
18+ 1.71% |
$3.61K - $3.84K
|
1.07K
$223K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
17+ 3.62% |
$3.41K - $3.63K
|
487
$102K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
9New |
$1.8K - $1.92K
|
9
$1.88K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8New |
$1.6K - $1.71K
|
8
$1.67K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
6+ 0.06% |
$1.2K - $1.28K
|
9.34K
$1.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5New |
$1K - $1.07K
|
5
$1.05K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
5+ 0.21% |
$1K - $1.07K
|
2.39K
$499K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3New |
$602 - $640
|
3
$628
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1New |
$201 - $213
|
1
$209
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$201 - $213
|
1.09K
$229K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
275KNew |
$48.9M - $58.9M
|
275K
$57.6M
|
|
|
May 07, 2024
Q1 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
42.4K+ 32.39% |
$7.53M - $9.07M
|
173K
$36.2M
|
|