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 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
52+ 0.71% |
$10.5K - $11.9K
|
7.36K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
52+ 3.58% |
$10.5K - $11.9K
|
1.51K
$350K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
50+ 2.17% |
$10.1K - $11.4K
|
2.35K
$547K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
50+ 0.71% |
$10.1K - $11.4K
|
7.14K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
50+ 37.88% |
$10.1K - $11.4K
|
182
$42.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
50New |
$10.1K - $11.4K
|
50
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
49+ 0.27% |
$9.89K - $11.2K
|
18.5K
$4.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
49+ 2.37% |
$9.89K - $11.2K
|
2.12K
$493K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
49+ 0.11% |
$9.89K - $11.2K
|
43.7K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
49+ 0.09% |
$9.89K - $11.2K
|
54.9K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49+ 1.61% |
$9.89K - $11.2K
|
3.09K
$720K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
49New |
$9.89K - $11.2K
|
49
$11.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
49+ 0.58% |
$9.89K - $11.2K
|
8.51K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
49+ 13.28% |
$9.89K - $11.2K
|
418
$97.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
48+ 2.41% |
$9.69K - $11K
|
2.04K
$475K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
48+ 4.12% |
$9.69K - $11K
|
1.21K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
48+ 8.0% |
$9.69K - $11K
|
648
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
48+ 3.32% |
$9.69K - $11K
|
1.49K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
46+ 3.95% |
$9.28K - $10.5K
|
1.21K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
46+ 0.44% |
$9.28K - $10.5K
|
10.4K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
46+ 8.17% |
$9.28K - $10.5K
|
609
$142K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
45+ 0.38% |
$9.08K - $10.3K
|
11.8K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
45+ 0.67% |
$9.08K - $10.3K
|
6.77K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
45+ 0.17% |
$9.08K - $10.3K
|
27.3K
$6.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
44+ 9.84% |
$8.88K - $10.1K
|
491
$114K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
44+ 0.38% |
$8.88K - $10.1K
|
11.7K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
44+ 1.15% |
$8.88K - $10.1K
|
3.87K
$900K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
44+ 0.59% |
$8.88K - $10.1K
|
7.53K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
43+ 1.51% |
$8.68K - $9.82K
|
2.9K
$674K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
43+ 2.08% |
$8.68K - $9.82K
|
2.12K
$492K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
42+ 0.23% |
$8.48K - $9.6K
|
18.7K
$4.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
42New |
$8.48K - $9.6K
|
42
$9.78K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
42+ 3.25% |
$8.48K - $9.6K
|
1.33K
$311K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
41+ 3.21% |
$8.27K - $9.37K
|
1.32K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
41+ 7.06% |
$8.27K - $9.37K
|
622
$145K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
40+ 0.49% |
$8.07K - $9.14K
|
8.2K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
38+ 3.12% |
$7.67K - $8.68K
|
1.26K
$292K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
37+ 0.64% |
$7.47K - $8.45K
|
5.84K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
36+ 0.75% |
$7.26K - $8.22K
|
4.82K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
35+ 2.95% |
$7.06K - $8K
|
1.22K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
34+ 1.78% |
$6.86K - $7.77K
|
1.94K
$452K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
33+ 0.93% |
$6.66K - $7.54K
|
3.59K
$836K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
33+ 1.12% |
$6.66K - $7.54K
|
2.97K
$692K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
32+ 1.07% |
$6.46K - $7.31K
|
3.03K
$705K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31+ 0.83% |
$6.26K - $7.08K
|
3.76K
$876K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
31+ 30.39% |
$6.26K - $7.08K
|
133
$31K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30+ 0.2% |
$6.05K - $6.85K
|
15.3K
$3.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
30+ 0.26% |
$6.05K - $6.85K
|
11.4K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
30New |
$6.05K - $6.85K
|
30
$6.98K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
29+ 2.91% |
$5.85K - $6.63K
|
1.03K
$239K
|