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 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29New |
$5.85K - $6.63K
|
29
$6.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
29+ 2.34% |
$5.85K - $6.63K
|
1.27K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
29+ 2.4% |
$5.85K - $6.63K
|
1.24K
$288K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
28+ 2.32% |
$5.65K - $6.4K
|
1.24K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28+ 2.03% |
$5.65K - $6.4K
|
1.41K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28+ 0.13% |
$5.65K - $6.4K
|
20.9K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
28+ 0.05% |
$5.65K - $6.4K
|
55.6K
$13M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
28+ 0.09% |
$5.65K - $6.4K
|
32.7K
$7.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
28+ 0.94% |
$5.65K - $6.4K
|
3.02K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
28+ 2.37% |
$5.65K - $6.4K
|
1.21K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
26+ 1.34% |
$5.25K - $5.94K
|
1.97K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
25+ 1.7% |
$5.04K - $5.71K
|
1.5K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 1.21% |
$5.04K - $5.71K
|
2.1K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 12.2% |
$5.04K - $5.71K
|
230
$53.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
25+ 0.33% |
$5.04K - $5.71K
|
7.61K
$1.77M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
24+ 0.29% |
$4.84K - $5.48K
|
8.22K
$1.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
24+ 0.84% |
$4.84K - $5.48K
|
2.88K
$671K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
24New |
$4.84K - $5.48K
|
24
$5.59K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
24+ 0.21% |
$4.84K - $5.48K
|
11.6K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
24New |
$4.84K - $5.48K
|
24
$5.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
23+ 1.69% |
$4.64K - $5.25K
|
1.39K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23+ 1.82% |
$4.64K - $5.25K
|
1.29K
$300K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 2.32% |
$4.64K - $5.25K
|
1.01K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
22+ 0.1% |
$4.44K - $5.03K
|
21.9K
$5.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22+ 5.49% |
$4.44K - $5.03K
|
423
$98.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
22+ 0.71% |
$4.44K - $5.03K
|
3.11K
$723K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22+ 0.23% |
$4.44K - $5.03K
|
9.44K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 0.86% |
$4.24K - $4.8K
|
2.45K
$571K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 0.87% |
$4.24K - $4.8K
|
2.45K
$569K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
20+ 19.61% |
$4.04K - $4.57K
|
122
$28.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
20+ 0.23% |
$4.04K - $4.57K
|
8.75K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
20+ 0.57% |
$4.04K - $4.57K
|
3.56K
$828K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
20+ 1.41% |
$4.04K - $4.57K
|
1.44K
$335K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
20+ 0.21% |
$4.04K - $4.57K
|
9.58K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20New |
$4.04K - $4.57K
|
20
$4.66K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
19+ 1.93% |
$3.83K - $4.34K
|
1K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
18New |
$3.63K - $4.11K
|
18
$4.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
18+ 1.23% |
$3.63K - $4.11K
|
1.48K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
18+ 0.36% |
$3.63K - $4.11K
|
5.02K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
17New |
$3.43K - $3.88K
|
17
$3.96K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
17+ 0.91% |
$3.43K - $3.88K
|
1.89K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
16+ 0.71% |
$3.23K - $3.66K
|
2.26K
$527K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
16+ 0.49% |
$3.23K - $3.66K
|
3.26K
$760K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
16+ 1.43% |
$3.23K - $3.66K
|
1.13K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
16+ 0.76% |
$3.23K - $3.66K
|
2.12K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
16New |
$3.23K - $3.66K
|
16
$3.72K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
16+ 0.96% |
$3.23K - $3.66K
|
1.68K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
16+ 1.5% |
$3.23K - $3.66K
|
1.08K
$252K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15+ 19.23% |
$3.03K - $3.43K
|
93
$21.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15+ 0.05% |
$3.03K - $3.43K
|
29.8K
$6.93M
|