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 |
---|---|---|---|---|---|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
15,564
shares
|
$3.32 Million
0.14% of portfolio
|
Q2 2024
Added 13.52%
|
|
Ossiam
Paris, I0 |
Aug 13, 2024 Q2 2024 |
15,546
shares
|
$3.31 Million
0.06% of portfolio
|
Q2 2024
Added 1.24%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
15,316
shares
|
$3.26 Million
0.35% of portfolio
|
Q3 2024
Added 0.19%
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
15,303
shares
|
$3.26 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Forte Capital LLC
|
Aug 13, 2024 Q2 2024 |
15,296
shares
|
$3.26 Million
0.4% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
15,231
shares
|
$3.25 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 09, 2024 Q2 2024 |
15,204
shares
|
$3.24 Million
0.03% of portfolio
|
Q2 2024
Added 41.78%
|
|
Guyasuta Investment Advisors Inc
|
Jul 22, 2024 Q2 2024 |
15,106
shares
|
$3.22 Million
0.22% of portfolio
|
Q4 2023
Reduced 1.02%
|
|
Graphene Investments Sas
Paris, I0 |
Oct 15, 2024 Q3 2024 |
15,100
shares
|
$3.22 Million
2.01% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Jul 25, 2024 Q2 2024 |
15,091
shares
|
$3.22 Million
0.28% of portfolio
|
Q1 2019
New holding
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
15,088
shares
|
$3.21 Million
0.71% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Everence Capital Management Inc
|
Jul 03, 2024 Q2 2024 |
15,064
shares
|
$3.21 Million
0.22% of portfolio
|
Q4 2023
Reduced 21.76%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
14,820
shares
|
$3.16 Million
0.09% of portfolio
|
Q2 2024
Added 3.05%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 08, 2024 Q2 2024 |
14,790
shares
|
$3.15 Million
0.37% of portfolio
|
Q2 2024
New holding
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
14,740
shares
|
$3.14 Million
1.46% of portfolio
|
Q3 2024
Added 0.73%
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 06, 2024 Q2 2024 |
14,718
shares
|
$3.14 Million
1.06% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Toth Financial Advisory Corp
|
Jul 16, 2024 Q2 2024 |
14,691
shares
|
$3.13 Million
0.41% of portfolio
|
Q2 2024
Added 2.0%
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
14,632
shares
|
$3.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
14,605
shares
|
$3.11 Million
1.12% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
Pettee Investors, Inc.
|
Aug 02, 2024 Q2 2024 |
14,553
shares
|
$3.1 Million
1.55% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 08, 2024 Q2 2024 |
14,548
shares
|
$3.1 Million
2.55% of portfolio
|
Q2 2024
Added 0.68%
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
14,489
shares
|
$3.09 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
Veriti Management LLC
|
Aug 02, 2024 Q2 2024 |
14,465
shares
|
$3.08 Million
0.19% of portfolio
|
Q2 2024
Added 17.03%
|
|
Outfitter Financial LLC
|
Jul 30, 2024 Q2 2024 |
14,462
shares
|
$3.08 Million
2.59% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
East Coast Asset Management, Llc.
Essex, MA |
Aug 14, 2024 Q2 2024 |
14,457
shares
|
$3.08 Million
1.19% of portfolio
|
Q2 2024
Reduced 1.23%
|