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 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
700New |
$98.5K - $119K
|
700
$157K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
586+ 9.14% |
$82.4K - $99.4K
|
7K
$1.57M
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
539+ 2.49% |
$75.8K - $91.4K
|
22.2K
$4.98M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
365+ 25.45% |
$51.3K - $61.9K
|
1.8K
$405K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
239New |
$33.6K - $40.5K
|
239
$53.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
123New |
$17.3K - $20.9K
|
123
$27.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
100+ 2.25% |
$14.1K - $17K
|
4.54K
$1.02M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
96+ 20.73% |
$13.5K - $16.3K
|
559
$126K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
80New |
$11.3K - $13.6K
|
80
$18K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
78+ 24.22% |
$11K - $13.2K
|
400
$90K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
77New |
$10.8K - $13.1K
|
77
$17.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
67+ 0.56% |
$9.42K - $11.4K
|
12K
$2.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
65New |
$9.14K - $11K
|
65
$14.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
49+ 306.25% |
$6.89K - $8.31K
|
65
$14.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
47+ 1.53% |
$6.61K - $7.97K
|
3.11K
$700K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
41New |
$5.77K - $6.96K
|
41
$9.22K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
38New |
$5.34K - $6.45K
|
38
$8.55K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
26New |
$3.66K - $4.41K
|
26
$5.85K
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
25+ 1.67% |
$3.52K - $4.24K
|
1.53K
$343K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7New |
$985 - $1.19K
|
7
$1.57K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
932KNew |
$131M - $153M
|
932K
$210M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
21.6KNew |
$3.04M - $3.55M
|
21.6K
$4.86M
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
PUT |
2.74KNew |
$385K - $450K
|
2.74K
$616K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.49KNew |
$209K - $244K
|
1.49K
$334K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1K+ 28.17% |
$141K - $164K
|
4.55K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
70New |
$9.84K - $11.5K
|
70
$15.7K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
53New |
$7.45K - $8.71K
|
53
$11.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
31New |
$4.36K - $5.09K
|
31
$6.97K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
25+ 51.02% |
$3.52K - $4.11K
|
74
$16.6K
|
|
|
May 16, 2022
Q1 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
15New |
$2.11K - $2.46K
|
15
$3.37K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
12+ 0.32% |
$1.69K - $1.97K
|
3.74K
$840K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
5New |
$703 - $822
|
5
$1.12K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
13.3KNew |
$1.98M - $2.22M
|
13.3K
$2.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.26KNew |
$634K - $711K
|
4.26K
$958K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.03KNew |
$450K - $505K
|
3.03K
$681K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.22KNew |
$330K - $370K
|
2.22K
$499K
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.66KNew |
$248K - $278K
|
1.66K
$374K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$179K - $200K
|
1.2K
$270K
|
|
|
Jan 14, 2022
Q4 2021
|
Viking Fund Management LLC
|
BUY
|
- |
1K+ 8.33% |
$149K - $167K
|
13K
$2.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
900New |
$134K - $150K
|
900
$202K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
700New |
$104K - $117K
|
700
$157K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
PUT |
490New |
$72.9K - $81.8K
|
490
$110K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
284New |
$42.3K - $47.4K
|
284
$63.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
262New |
$39K - $43.7K
|
262
$58.9K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
202New |
$30.1K - $33.7K
|
202
$45.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
78New |
$11.6K - $13K
|
78
$17.5K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
27New |
$4.02K - $4.51K
|
27
$6.07K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
22New |
$3.27K - $3.67K
|
22
$4.95K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
PUT |
190K+ 3385.71% |
$26.8M - $29.5M
|
195K
$43.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
1.55KNew |
$219K - $242K
|
1.55K
$349K
|
|