Institutional Ownership Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM). We have compiled data on the 2,169 institutions that hold shares in the stock, with a total of 330 Million shares, which have been reported (via 13F filing form) to have a value of $70.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Aug 05, 2024 Q2 2024 |
20,091
shares
|
$4.28 Million
0.04% of portfolio
|
Q2 2024
Added 102.04%
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 11, 2024 Q2 2024 |
20,083
shares
|
$4.28 Million
1.07% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
20,054
shares
|
$4.27 Million
0.23% of portfolio
|
Q3 2022
Added 0.33%
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
20,051
shares
|
$4.27 Million
0.22% of portfolio
|
Q2 2022
Reduced 1.39%
|
|
Wambolt & Associates, LLC
|
Aug 07, 2024 Q2 2024 |
20,030
shares
|
$4.27 Million
1.25% of portfolio
|
Q2 2024
Added 1.08%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
20,030
shares
|
$4.27 Million
0.02% of portfolio
|
Q2 2024
Added 33.08%
|
|
Opus Investment Management Inc
|
Aug 13, 2024 Q2 2024 |
20,000
shares
|
$4.26 Million
2.75% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
19,945
shares
|
$4.25 Million
0.13% of portfolio
|
Q3 2024
Added 0.69%
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 25, 2024 Q2 2024 |
19,923
shares
|
$4.25 Million
0.92% of portfolio
|
Q2 2024
Added 4.64%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
19,871
shares
|
$4.23 Million
0.37% of portfolio
|
Q2 2024
Added 4.63%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
19,852
shares
|
$4.23 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
Nbw Capital LLC
|
Aug 14, 2024 Q2 2024 |
19,770
shares
|
$4.21 Million
0.85% of portfolio
|
Q2 2024
Added 4.18%
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
19,671
shares
|
$4.19 Million
0.77% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
Ethic Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
19,635
shares
|
$4.18 Million
0.1% of portfolio
|
Q2 2024
Added 7.77%
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2024 Q2 2024 |
19,611
shares
|
$4.18 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
19,562
shares
|
$4.17 Million
0.65% of portfolio
|
Q3 2024
Added 3.32%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
19,552
shares
|
$4.17 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
19,534
shares
|
$4.16 Million
1.16% of portfolio
|
Q2 2024
Added 0.91%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
19,421
shares
|
$4.14 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
19,411
shares
|
$4.14 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
Panagora Asset Management Inc
Boston, MA |
Jul 29, 2024 Q2 2024 |
19,328
shares
|
$4.12 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
Signet Investment Advisory Group, Inc.
|
Jul 19, 2024 Q2 2024 |
19,297
shares
|
$4.11 Million
2.21% of portfolio
|
Q2 2024
Added 1.44%
|
|
Advisors Management Group Inc
|
Jul 31, 2024 Q2 2024 |
19,248
shares
|
$4.1 Million
1.03% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
19,191
shares
|
$4.09 Million
0.09% of portfolio
|
Q4 2022
New holding
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
19,116
shares
|
$4.07 Million
1.64% of portfolio
|
Q4 2023
Reduced 59.75%
|