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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
300+ 43.67% |
$60.5K - $68.5K
|
987
$230K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
300+ 5.85% |
$60.5K - $68.5K
|
5.43K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
298+ 14.62% |
$60.1K - $68.1K
|
2.34K
$544K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
297+ 9.82% |
$59.9K - $67.9K
|
3.32K
$773K
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
297+ 0.22% |
$59.9K - $67.9K
|
135K
$31.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
297+ 3.14% |
$59.9K - $67.9K
|
9.75K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
295+ 3.38% |
$59.5K - $67.4K
|
9.02K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
BUY
|
- |
294+ 1.01% |
$59.3K - $67.2K
|
29.4K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
290+ 2071.43% |
$58.5K - $66.3K
|
304
$70.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
289+ 9.34% |
$58.3K - $66K
|
3.38K
$788K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
285+ 0.87% |
$57.5K - $65.1K
|
33K
$7.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
278+ 1.77% |
$56.1K - $63.5K
|
16K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
277+ 2.29% |
$55.9K - $63.3K
|
12.4K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
276+ 3.43% |
$55.7K - $63.1K
|
8.33K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
270New |
$54.5K - $61.7K
|
270
$62.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
265+ 1.33% |
$53.5K - $60.5K
|
20.2K
$4.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
262+ 25.41% |
$52.9K - $59.9K
|
1.29K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
256+ 10.39% |
$51.7K - $58.5K
|
2.72K
$633K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
254+ 58.39% |
$51.3K - $58K
|
689
$160K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
250+ 7.43% |
$50.4K - $57.1K
|
3.61K
$841K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
248New |
$50K - $56.7K
|
248
$57.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
245+ 3.25% |
$49.4K - $56K
|
7.77K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
245+ 2.35% |
$49.4K - $56K
|
10.7K
$2.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
244+ 8.99% |
$49.2K - $55.7K
|
2.96K
$689K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
239+ 4.94% |
$48.2K - $54.6K
|
5.08K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
237+ 3.21% |
$47.8K - $54.1K
|
7.62K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
236+ 10.36% |
$47.6K - $53.9K
|
2.51K
$585K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
232+ 1.34% |
$46.8K - $53K
|
17.6K
$4.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
232+ 13.03% |
$46.8K - $53K
|
2.01K
$469K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
232+ 19.4% |
$46.8K - $53K
|
1.43K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
230+ 15.81% |
$46.4K - $52.5K
|
1.69K
$392K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
228+ 2.7% |
$46K - $52.1K
|
8.68K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
227+ 1.9% |
$45.8K - $51.9K
|
12.1K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
227+ 1.37% |
$45.8K - $51.9K
|
16.8K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
226+ 13.66% |
$45.6K - $51.6K
|
1.88K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
226+ 0.99% |
$45.6K - $51.6K
|
23K
$5.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
220+ 3.74% |
$44.4K - $50.3K
|
6.1K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
219+ 1.06% |
$44.2K - $50K
|
20.8K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
218+ 2.2% |
$44K - $49.8K
|
10.1K
$2.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
217+ 3.05% |
$43.8K - $49.6K
|
7.32K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
216+ 1.6% |
$43.6K - $49.3K
|
13.7K
$3.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
214+ 0.46% |
$43.2K - $48.9K
|
47K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
211+ 3.34% |
$42.6K - $48.2K
|
6.53K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
210+ 4.95% |
$42.4K - $48K
|
4.45K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
204+ 0.75% |
$41.2K - $46.6K
|
27.5K
$6.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
202+ 2.35% |
$40.8K - $46.1K
|
8.78K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
201+ 14.53% |
$40.6K - $45.9K
|
1.58K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
201+ 15.06% |
$40.6K - $45.9K
|
1.54K
$358K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200+ 45.87% |
$40.4K - $45.7K
|
636
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
200New |
$40.4K - $45.7K
|
200
$46.6K
|