Purchases and Sales Made in Q4 2024 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q4 2024. The information is specifically focused on institutions that hold shares of WASTE MANAGEMENT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
872+ 5.8% |
$176K - $199K
|
15.9K
$3.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
854+ 29.02% |
$172K - $195K
|
3.8K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
845+ 5.91% |
$171K - $193K
|
15.1K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
840+ 21.16% |
$170K - $192K
|
4.81K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
807+ 26.41% |
$163K - $184K
|
3.86K
$899K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
786+ 4.77% |
$159K - $180K
|
17.3K
$4.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
785+ 13.29% |
$158K - $179K
|
6.69K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
785+ 9.15% |
$158K - $179K
|
9.37K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
776+ 14.08% |
$157K - $177K
|
6.29K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
758+ 242.17% |
$153K - $173K
|
1.07K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
755+ 13.01% |
$152K - $172K
|
6.56K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
740+ 0.15% |
$149K - $169K
|
508K
$118M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
740New |
$149K - $169K
|
740
$172K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
734+ 16.15% |
$148K - $168K
|
5.28K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
734+ 0.74% |
$148K - $168K
|
100K
$23.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
732+ 1.81% |
$148K - $167K
|
41.2K
$9.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
732+ 10.71% |
$148K - $167K
|
7.57K
$1.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
727+ 30.41% |
$147K - $166K
|
3.12K
$726K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
722+ 0.63% |
$146K - $165K
|
116K
$26.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
718+ 26.22% |
$145K - $164K
|
3.46K
$804K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
715+ 12.12% |
$144K - $163K
|
6.61K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
715+ 80.16% |
$144K - $163K
|
1.61K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
708New |
$143K - $162K
|
708
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
707+ 2.49% |
$143K - $162K
|
29.1K
$6.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
705+ 1.6% |
$142K - $161K
|
44.6K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
705+ 5.58% |
$142K - $161K
|
13.3K
$3.1M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
698New |
$141K - $159K
|
698
$162K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
696+ 7.33% |
$140K - $159K
|
10.2K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
693+ 3.32% |
$140K - $158K
|
21.6K
$5.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
690+ 3.76% |
$139K - $158K
|
19K
$4.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
689+ 6.37% |
$139K - $157K
|
11.5K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
687+ 11.01% |
$139K - $157K
|
6.93K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
681+ 12.8% |
$137K - $156K
|
6K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
680+ 58.42% |
$137K - $155K
|
1.84K
$429K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
672+ 2.02% |
$136K - $154K
|
34K
$7.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
668+ 9.45% |
$135K - $153K
|
7.74K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
664+ 21.23% |
$134K - $152K
|
3.79K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
650+ 1.72% |
$131K - $148K
|
38.5K
$8.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
650+ 3.04% |
$131K - $148K
|
22.1K
$5.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
649+ 3.19% |
$131K - $148K
|
21K
$4.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
646+ 46.34% |
$130K - $148K
|
2.04K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
645+ 1.99% |
$130K - $147K
|
33K
$7.69M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
640+ 3.27% |
$129K - $146K
|
20.2K
$4.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
638New |
$129K - $146K
|
638
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
BUY
|
- |
631+ 0.62% |
$127K - $144K
|
103K
$24M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
630+ 13.77% |
$127K - $144K
|
5.21K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
625+ 10.41% |
$126K - $143K
|
6.63K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
621+ 46.45% |
$125K - $142K
|
1.96K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
619+ 24.11% |
$125K - $141K
|
3.19K
$742K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
618+ 4.5% |
$125K - $141K
|
14.3K
$3.34M
|