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 |
---|---|---|---|---|---|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,310
shares
|
$3.05 Million
0.07% of portfolio
|
Q4 2023
Added 0.27%
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
14,283
shares
|
$3.04 Million
1.0% of portfolio
|
Q3 2024
Added 2.64%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 20, 2024 Q2 2024 |
14,241
shares
|
$3.03 Million
1.08% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
Beta Wealth Group, Inc.
|
Aug 12, 2024 Q2 2024 |
14,225
shares
|
$3.03 Million
1.56% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
14,177
shares
|
$3.02 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
13,981
shares
|
$2.98 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
13,939
shares
|
$2.97 Million
1.21% of portfolio
|
Q3 2024
Added 1.86%
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
13,911
shares
|
$2.96 Million
0.39% of portfolio
|
Q2 2024
Reduced 24.43%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
13,841
shares
|
$2.95 Million
0.04% of portfolio
|
Q2 2024
Added 1.07%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
13,766
shares
|
$2.93 Million
0.03% of portfolio
|
Q2 2024
Added 50.65%
|
|
Covenant Asset Management, LLC
|
Aug 02, 2024 Q2 2024 |
13,726
shares
|
$2.92 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
13,702
shares
|
$2.92 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.01%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
13,572
shares
|
$2.89 Million
0.07% of portfolio
|
Q2 2024
Added 14.75%
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
13,549
shares
|
$2.89 Million
0.44% of portfolio
|
Q2 2024
Reduced 9.53%
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Jul 31, 2024 Q2 2024 |
13,548
shares
|
$2.89 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
13,442
shares
|
$2.86 Million
0.78% of portfolio
|
Q2 2024
Reduced 5.46%
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
13,400
shares
|
$2.86 Million
0.11% of portfolio
|
Q2 2024
Reduced 63.59%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
13,375
shares
|
$2.85 Million
0.13% of portfolio
|
Q3 2024
Reduced 35.96%
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2024 Q2 2024 |
13,364
shares
|
$2.85 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
13,352
shares
|
$2.85 Million
1.21% of portfolio
|
Q3 2024
Added 0.75%
|
|
Resources Management Corp
West Hartford, CT |
Aug 14, 2024 Q2 2024 |
13,343
shares
|
$2.84 Million
0.41% of portfolio
|
Q2 2024
Added 33.87%
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
13,295
shares
|
$2.83 Million
2.57% of portfolio
|
Q4 2021
New holding
|
|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
13,294
shares
|
$2.83 Million
0.06% of portfolio
|
Q2 2024
Reduced 7.18%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
13,259
shares
|
$2.83 Million
0.05% of portfolio
|
Q2 2024
Added 48.98%
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2024 Q2 2024 |
13,215
shares
|
$2.82 Million
0.25% of portfolio
|
Q2 2024
Added 2.42%
|