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 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
197+ 1.44% |
$39.8K - $45K
|
13.8K
$3.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
196+ 2.45% |
$39.6K - $44.8K
|
8.2K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
196+ 1.03% |
$39.6K - $44.8K
|
19.2K
$4.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
195+ 2.69% |
$39.3K - $44.5K
|
7.46K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
195+ 7.42% |
$39.3K - $44.5K
|
2.82K
$657K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
190+ 3.35% |
$38.3K - $43.4K
|
5.87K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
190+ 15.47% |
$38.3K - $43.4K
|
1.42K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
189New |
$38.1K - $43.2K
|
189
$44K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
188New |
$37.9K - $43K
|
188
$43.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
188+ 3.29% |
$37.9K - $43K
|
5.91K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
186+ 17.82% |
$37.5K - $42.5K
|
1.23K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
185+ 5.85% |
$37.3K - $42.3K
|
3.35K
$779K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
180+ 17.51% |
$36.3K - $41.1K
|
1.21K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
178New |
$35.9K - $40.7K
|
178
$41.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
178+ 17.8% |
$35.9K - $40.7K
|
1.18K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
176+ 1.17% |
$35.5K - $40.2K
|
15.2K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
176+ 0.3% |
$35.5K - $40.2K
|
59.7K
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
173New |
$34.9K - $39.5K
|
173
$40.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
173+ 0.71% |
$34.9K - $39.5K
|
24.4K
$5.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
172New |
$34.7K - $39.3K
|
172
$40K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
172+ 11.36% |
$34.7K - $39.3K
|
1.69K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
170+ 11.44% |
$34.3K - $38.8K
|
1.66K
$385K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
169+ 2.01% |
$34.1K - $38.6K
|
8.58K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
169+ 2.98% |
$34.1K - $38.6K
|
5.85K
$1.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
168+ 0.55% |
$33.9K - $38.4K
|
30.8K
$7.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
168New |
$33.9K - $38.4K
|
168
$39.1K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
166+ 1.35% |
$33.5K - $37.9K
|
12.5K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
166New |
$33.5K - $37.9K
|
166
$38.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
BUY
|
- |
165+ 0.41% |
$33.3K - $37.7K
|
40K
$9.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
164+ 3.0% |
$33.1K - $37.5K
|
5.63K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
164+ 1.15% |
$33.1K - $37.5K
|
14.4K
$3.35M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
163+ 81.5% |
$32.9K - $37.2K
|
363
$84.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
161+ 4.8% |
$32.5K - $36.8K
|
3.52K
$819K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
158+ 0.52% |
$31.9K - $36.1K
|
30.8K
$7.17M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
158+ 8.63% |
$31.9K - $36.1K
|
1.99K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
156+ 1.41% |
$31.5K - $35.6K
|
11.2K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
155+ 1.29% |
$31.3K - $35.4K
|
12.1K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
154New |
$31.1K - $35.2K
|
154
$35.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
150+ 8.26% |
$30.3K - $34.3K
|
1.97K
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
148+ 15.21% |
$29.9K - $33.8K
|
1.12K
$261K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
145New |
$29.3K - $33.1K
|
145
$33.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
145+ 1.25% |
$29.3K - $33.1K
|
11.8K
$2.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
144+ 32.36% |
$29.1K - $32.9K
|
589
$137K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
144+ 0.14% |
$29.1K - $32.9K
|
105K
$24.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
141+ 2.22% |
$28.5K - $32.2K
|
6.5K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
139New |
$28K - $31.8K
|
139
$32.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
136+ 5.06% |
$27.4K - $31.1K
|
2.83K
$658K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
136+ 0.58% |
$27.4K - $31.1K
|
23.5K
$5.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
132+ 8.8% |
$26.6K - $30.2K
|
1.63K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
130+ 5.99% |
$26.2K - $29.7K
|
2.3K
$536K
|