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
|
Peterson Wealth Management
|
BUY
|
- |
415+ 10.41% |
$83.7K - $94.8K
|
4.4K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
414+ 25.49% |
$83.5K - $94.6K
|
2.04K
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
413+ 0.87% |
$83.3K - $94.4K
|
48.1K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
412+ 2.11% |
$83.1K - $94.1K
|
20K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
408+ 5.81% |
$82.3K - $93.2K
|
7.43K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
405+ 4.34% |
$81.7K - $92.5K
|
9.73K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
403+ 31.73% |
$81.3K - $92.1K
|
1.67K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
402+ 0.66% |
$81.1K - $91.8K
|
61.5K
$14.3M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
400+ 22.01% |
$80.7K - $91.4K
|
2.22K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
400+ 11.75% |
$80.7K - $91.4K
|
3.8K
$885K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
399+ 1.47% |
$80.5K - $91.2K
|
27.6K
$6.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
395+ 6.39% |
$79.7K - $90.2K
|
6.58K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
389+ 32.66% |
$78.5K - $88.9K
|
1.58K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
BUY
|
- |
381+ 0.15% |
$76.9K - $87K
|
250K
$58.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
381New |
$76.9K - $87K
|
381
$88.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
379+ 7.29% |
$76.5K - $86.6K
|
5.58K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
376+ 2685.71% |
$75.9K - $85.9K
|
390
$90.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
375+ 1.91% |
$75.7K - $85.7K
|
20K
$4.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
371+ 11.2% |
$74.9K - $84.8K
|
3.68K
$858K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
369+ 10.75% |
$74.5K - $84.3K
|
3.8K
$885K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
367+ 11.36% |
$74.1K - $83.8K
|
3.6K
$838K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
363New |
$73.2K - $82.9K
|
363
$84.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
362+ 3.22% |
$73K - $82.7K
|
11.6K
$2.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
362+ 15.75% |
$73K - $82.7K
|
2.66K
$619K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
361+ 5.9% |
$72.8K - $82.5K
|
6.48K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
360+ 22.81% |
$72.6K - $82.2K
|
1.94K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
357+ 3.1% |
$72K - $81.6K
|
11.9K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
356+ 1.11% |
$71.8K - $81.3K
|
32.5K
$7.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
355+ 6.32% |
$71.6K - $81.1K
|
5.97K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
353+ 5.25% |
$71.2K - $80.6K
|
7.08K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
350+ 36.84% |
$70.6K - $80K
|
1.3K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
348+ 1.89% |
$70.2K - $79.5K
|
18.8K
$4.37M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
348New |
$70.2K - $79.5K
|
348
$81K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
347+ 15.36% |
$70K - $79.3K
|
2.61K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
340+ 3.95% |
$68.6K - $77.7K
|
8.95K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
339+ 6.52% |
$68.4K - $77.4K
|
5.54K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
339+ 1.25% |
$68.4K - $77.4K
|
27.5K
$6.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
338+ 2.37% |
$68.2K - $77.2K
|
14.6K
$3.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
332+ 7.87% |
$67K - $75.8K
|
4.55K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
327+ 2.62% |
$66K - $74.7K
|
12.8K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
326+ 2.84% |
$65.8K - $74.5K
|
11.8K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
320+ 11.55% |
$64.6K - $73.1K
|
3.09K
$720K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
316+ 2.14% |
$63.8K - $72.2K
|
15.1K
$3.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
312+ 0.53% |
$63K - $71.3K
|
59.7K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
312+ 286.24% |
$63K - $71.3K
|
421
$98K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
308+ 18.47% |
$62.2K - $70.4K
|
1.98K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
302+ 1.16% |
$60.9K - $69K
|
26.3K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
302+ 11.26% |
$60.9K - $69K
|
2.98K
$695K
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
301+ 0.94% |
$60.7K - $68.8K
|
32.2K
$7.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
300+ 18.42% |
$60.5K - $68.5K
|
1.93K
$449K
|