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 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 3.77% |
$40.4K - $45.7K
|
5.11K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-200- 5.75% |
$40.4K - $45.7K
|
3.28K
$693K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-200- 10.75% |
$40.4K - $45.7K
|
1.66K
$351K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-202- 10.45% |
$40.8K - $46.1K
|
1.73K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-219- 0.3% |
$44.2K - $50K
|
71.6K
$15.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-233- 1.61% |
$47K - $53.2K
|
14.3K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-242- 2.31% |
$48.8K - $55.3K
|
10.2K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-264- 2.89% |
$53.3K - $60.3K
|
8.86K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-269- 4.59% |
$54.3K - $61.5K
|
5.59K
$1.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-288- 6.08% |
$58.1K - $65.8K
|
4.45K
$941K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-300- 23.08% |
$60.5K - $68.5K
|
1K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-300- 11.24% |
$60.5K - $68.5K
|
2.37K
$501K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-322- 0.71% |
$65K - $73.6K
|
45.3K
$9.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-325- 15.12% |
$65.6K - $74.2K
|
1.82K
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-350- 2.92% |
$70.6K - $80K
|
11.6K
$2.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-363- 0.53% |
$73.2K - $82.9K
|
68.8K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-374- 19.78% |
$75.5K - $85.4K
|
1.52K
$321K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-376- 8.57% |
$75.9K - $85.9K
|
4.01K
$848K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-387- 22.9% |
$78.1K - $88.4K
|
1.3K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-396- 7.83% |
$79.9K - $90.5K
|
4.66K
$986K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-433- 17.8% |
$87.4K - $98.9K
|
2K
$423K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-455- 10.81% |
$91.8K - $104K
|
3.75K
$794K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-461- 4.24% |
$93K - $105K
|
10.4K
$2.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-520- 47.66% |
$105K - $119K
|
571
$121K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-532- 1.18% |
$107K - $122K
|
44.7K
$9.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-543- 7.72% |
$110K - $124K
|
6.49K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-550- 0.95% |
$111K - $126K
|
57.5K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-556- 1.21% |
$112K - $127K
|
45.5K
$9.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-586- 8.24% |
$118K - $134K
|
6.52K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-647- 19.34% |
$131K - $148K
|
2.7K
$571K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-664- 1.98% |
$134K - $152K
|
32.9K
$6.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-722- 9.21% |
$146K - $165K
|
7.12K
$1.51M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-724- 9.13% |
$146K - $165K
|
7.21K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-777- 46.64% |
$157K - $178K
|
889
$188K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-859- 8.31% |
$173K - $196K
|
9.48K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-919- 0.73% |
$185K - $210K
|
124K
$26.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.07K- 47.71% |
$216K - $245K
|
1.17K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.07K- 3.39% |
$217K - $245K
|
30.6K
$6.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.22K- 1.56% |
$246K - $278K
|
77K
$16.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.23K- 0.53% |
$249K - $282K
|
230K
$48.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.3K- 23.64% |
$262K - $297K
|
4.2K
$888K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.39K- 31.62% |
$281K - $318K
|
3.01K
$636K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.58K- 5.26% |
$319K - $362K
|
28.5K
$6.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.83K- 42.29% |
$369K - $418K
|
2.5K
$528K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.93K- 12.81% |
$389K - $441K
|
13.1K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2K- 33.7% |
$404K - $457K
|
3.94K
$832K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.37K- 4.18% |
$479K - $542K
|
54.4K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.68K- 66.16% |
$541K - $612K
|
1.37K
$290K
|
|
|
Jan 15, 2025
Q4 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-2.85K- 23.66% |
$574K - $650K
|
9.18K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.08K- 99.9% |
$824K - $933K
|
4
$846
|