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 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
618+ 51.59% |
$125K - $141K
|
1.82K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
615+ 1.63% |
$124K - $141K
|
38.4K
$8.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
608New |
$123K - $139K
|
608
$142K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
607+ 4.72% |
$122K - $139K
|
13.5K
$3.13M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
603+ 9.02% |
$122K - $138K
|
7.29K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
597+ 0.97% |
$120K - $136K
|
62K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
585+ 19.94% |
$118K - $134K
|
3.52K
$819K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
580+ 49.15% |
$117K - $133K
|
1.76K
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
579+ 5.34% |
$117K - $132K
|
11.4K
$2.66M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
563+ 1.05% |
$114K - $129K
|
54.3K
$12.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
559New |
$113K - $128K
|
559
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
559+ 21.09% |
$113K - $128K
|
3.21K
$747K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
555+ 36.44% |
$112K - $127K
|
2.08K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
549+ 21.11% |
$111K - $125K
|
3.15K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
BUY
|
- |
538+ 2.67% |
$109K - $123K
|
20.7K
$4.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
538New |
$109K - $123K
|
538
$125K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
530+ 2.39% |
$107K - $121K
|
22.7K
$5.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
527+ 12.91% |
$106K - $120K
|
4.61K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
526+ 8.07% |
$106K - $120K
|
7.04K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
526+ 0.96% |
$106K - $120K
|
55.2K
$12.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
523+ 19.6% |
$106K - $119K
|
3.19K
$743K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
516New |
$104K - $118K
|
516
$120K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
514+ 1.52% |
$104K - $117K
|
34.4K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
511+ 2.34% |
$103K - $117K
|
22.4K
$5.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
506+ 29.75% |
$102K - $116K
|
2.21K
$514K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
505+ 3.6% |
$102K - $115K
|
14.5K
$3.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
500New |
$101K - $114K
|
500
$116K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
500+ 0.67% |
$101K - $114K
|
75.3K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
500+ 1.52% |
$101K - $114K
|
33.4K
$7.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
499+ 5.66% |
$101K - $114K
|
9.32K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
482+ 5.99% |
$97.3K - $110K
|
8.52K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
481+ 0.08% |
$97.1K - $110K
|
583K
$136M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
480New |
$96.9K - $110K
|
480
$112K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
477+ 3.97% |
$96.3K - $109K
|
12.5K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
475+ 7.85% |
$95.9K - $109K
|
6.53K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
472+ 0.58% |
$95.2K - $108K
|
82.4K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
471+ 0.75% |
$95K - $108K
|
63K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
469+ 0.55% |
$94.6K - $107K
|
86K
$20M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
465+ 16.55% |
$93.8K - $106K
|
3.28K
$762K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
461+ 16.84% |
$93K - $105K
|
3.2K
$745K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
454+ 0.94% |
$91.6K - $104K
|
48.9K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
446+ 32.87% |
$90K - $102K
|
1.8K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
444+ 26.91% |
$89.6K - $101K
|
2.09K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
443+ 98.66% |
$89.4K - $101K
|
892
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
441+ 8.57% |
$89K - $101K
|
5.59K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
441+ 8.09% |
$89K - $101K
|
5.89K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
438+ 3.31% |
$88.4K - $100K
|
13.7K
$3.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
432+ 1.3% |
$87.2K - $98.7K
|
33.7K
$7.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
430+ 19.37% |
$86.8K - $98.2K
|
2.65K
$617K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
417+ 1.96% |
$84.1K - $95.3K
|
21.7K
$5.04M
|