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 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
91+ 8.74% |
$18.4K - $20.8K
|
1.13K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
91+ 5.16% |
$18.4K - $20.8K
|
1.86K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
91+ 2.26% |
$18.4K - $20.8K
|
4.13K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
91New |
$18.4K - $20.8K
|
91
$21.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
87+ 1.42% |
$17.6K - $19.9K
|
6.23K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
86+ 2.39% |
$17.4K - $19.6K
|
3.68K
$857K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
86+ 0.31% |
$17.4K - $19.6K
|
27.6K
$6.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
86+ 1.73% |
$17.4K - $19.6K
|
5.05K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
85+ 2.78% |
$17.2K - $19.4K
|
3.15K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
84+ 0.13% |
$17K - $19.2K
|
66.9K
$15.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
84+ 1.12% |
$17K - $19.2K
|
7.57K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
84+ 7.4% |
$17K - $19.2K
|
1.22K
$284K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
83+ 1.24% |
$16.7K - $19K
|
6.78K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
83+ 6.97% |
$16.7K - $19K
|
1.27K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
82+ 2.65% |
$16.5K - $18.7K
|
3.18K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
81+ 7.93% |
$16.3K - $18.5K
|
1.1K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
80+ 3.88% |
$16.1K - $18.3K
|
2.14K
$498K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
80+ 1.24% |
$16.1K - $18.3K
|
6.53K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
78+ 0.68% |
$15.7K - $17.8K
|
11.6K
$2.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
78+ 0.56% |
$15.7K - $17.8K
|
14K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
75+ 1.03% |
$15.1K - $17.1K
|
7.39K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
75+ 2.3% |
$15.1K - $17.1K
|
3.33K
$775K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
74+ 5.7% |
$14.9K - $16.9K
|
1.37K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
74+ 5.51% |
$14.9K - $16.9K
|
1.42K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
73+ 0.72% |
$14.7K - $16.7K
|
10.3K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
71+ 5.98% |
$14.3K - $16.2K
|
1.26K
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
70+ 1.62% |
$14.1K - $16K
|
4.4K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
69+ 65.71% |
$13.9K - $15.8K
|
174
$40.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
67+ 4.7% |
$13.5K - $15.3K
|
1.49K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
66New |
$13.3K - $15.1K
|
66
$15.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
66+ 1.12% |
$13.3K - $15.1K
|
5.95K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
66+ 0.21% |
$13.3K - $15.1K
|
31.3K
$7.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
64+ 3.66% |
$12.9K - $14.6K
|
1.81K
$422K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
63+ 3.28% |
$12.7K - $14.4K
|
1.99K
$462K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
62+ 5.02% |
$12.5K - $14.2K
|
1.3K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
62+ 12.4% |
$12.5K - $14.2K
|
562
$131K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
61New |
$12.3K - $13.9K
|
61
$14.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
60+ 115.38% |
$12.1K - $13.7K
|
112
$26.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 7.37% |
$12.1K - $13.7K
|
874
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
59+ 3.67% |
$11.9K - $13.5K
|
1.67K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
58+ 2.79% |
$11.7K - $13.3K
|
2.14K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
58+ 5.73% |
$11.7K - $13.3K
|
1.07K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
57+ 5.18% |
$11.5K - $13K
|
1.16K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
56+ 2.48% |
$11.3K - $12.8K
|
2.31K
$538K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
55+ 166.67% |
$11.1K - $12.6K
|
88
$20.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
54New |
$10.9K - $12.3K
|
54
$12.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
54+ 0.09% |
$10.9K - $12.3K
|
59.3K
$13.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
54+ 1.13% |
$10.9K - $12.3K
|
4.81K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
54New |
$10.9K - $12.3K
|
54
$12.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
53+ 2.79% |
$10.7K - $12.1K
|
1.95K
$454K
|