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 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.02K+ 21.7% |
$408K - $461K
|
11.3K
$2.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2KNew |
$404K - $458K
|
2K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2K+ 59.28% |
$404K - $457K
|
5.38K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.99KNew |
$402K - $455K
|
1.99K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.95KNew |
$394K - $446K
|
1.95K
$449K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.94K+ 29.42% |
$390K - $442K
|
8.51K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.92K+ 2.43% |
$388K - $439K
|
81K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.92KNew |
$387K - $438K
|
1.92K
$441K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.91KNew |
$386K - $437K
|
1.91K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.91K+ 13.04% |
$385K - $436K
|
16.6K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.89K+ 72.61% |
$380K - $431K
|
4.48K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.88KNew |
$379K - $430K
|
1.88K
$432K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.88K+ 7.59% |
$378K - $428K
|
26.6K
$6.11M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
1.87KNew |
$378K - $427K
|
1.87K
$430K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.87K+ 2.15% |
$377K - $427K
|
88.8K
$20.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.86KNew |
$376K - $425K
|
1.86K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.85K+ 1.54% |
$374K - $424K
|
122K
$28.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.85K+ 38.23% |
$374K - $423K
|
6.69K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.85K+ 6.2% |
$373K - $422K
|
31.6K
$7.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.84K+ 2.59% |
$371K - $420K
|
72.9K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.82K+ 0.63% |
$368K - $416K
|
291K
$67M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.82K+ 40.75% |
$367K - $416K
|
6.29K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.82K+ 14.34% |
$366K - $415K
|
14.5K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.8K+ 1.65% |
$364K - $412K
|
111K
$25.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.8K+ 32.3% |
$363K - $411K
|
7.37K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.8K+ 18.91% |
$363K - $411K
|
11.3K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.8K+ 3.26% |
$362K - $410K
|
56.9K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.79K+ 4.05% |
$361K - $409K
|
46K
$10.6M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.78KNew |
$359K - $406K
|
1.78K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.77K+ 2.89% |
$357K - $404K
|
63K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.76K+ 11.4% |
$355K - $402K
|
17.2K
$3.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.75KNew |
$352K - $399K
|
1.75K
$401K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.74K+ 54.8% |
$352K - $398K
|
4.92K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.73K+ 13.16% |
$350K - $396K
|
14.9K
$3.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.72K+ 155.53% |
$346K - $392K
|
2.82K
$649K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.71KNew |
$345K - $391K
|
1.71K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.71K+ 173.6% |
$345K - $391K
|
2.7K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.71KNew |
$344K - $390K
|
1.71K
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.71KNew |
$344K - $390K
|
1.71K
$392K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.7K+ 3.07% |
$342K - $388K
|
56.9K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.67KNew |
$336K - $381K
|
1.67K
$383K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
1.66K+ 0.8% |
$335K - $379K
|
209K
$48M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.66K+ 121.42% |
$334K - $378K
|
3.02K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.65KNew |
$333K - $377K
|
1.65K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
1.64KNew |
$331K - $374K
|
1.64K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
1.64KNew |
$330K - $374K
|
1.64K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.63K+ 5.74% |
$330K - $373K
|
30.1K
$6.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.61K+ 99.88% |
$325K - $368K
|
3.23K
$742K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.6K+ 18.67% |
$323K - $366K
|
10.2K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.59K+ 11.84% |
$321K - $363K
|
15K
$3.46M
|