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 |
---|---|---|---|---|---|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
11,501
shares
|
$2.45 Million
0.55% of portfolio
|
Q3 2024
Added 0.69%
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
11,500
shares
|
$2.45 Million
1.97% of portfolio
|
Q2 2022
New holding
|
|
Iron Bridge Private Wealth, LLC
|
Aug 14, 2024 Q2 2024 |
11,440
shares
|
$2.44 Million
0.96% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
11,427
shares
|
$2.43 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
11,379
shares
|
$2.42 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
11,309
shares
|
$2.41 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
11,296
shares
|
$2.41 Million
0.06% of portfolio
|
Q2 2024
Added 3.87%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
11,249
shares
|
$2.4 Million
0.31% of portfolio
|
Q3 2024
Added 2.11%
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
11,215
shares
|
$2.39 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
11,205
shares
|
$2.39 Million
0.4% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
11,129
shares
|
$2.37 Million
0.11% of portfolio
|
Q2 2024
Added 437.11%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
11,123
shares
|
$2.37 Million
0.12% of portfolio
|
Q2 2024
Added 3.74%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
11,108
shares
|
$2.37 Million
0.14% of portfolio
|
Q3 2023
Reduced 6.89%
|
|
Legacy Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
11,028
shares
|
$2.35 Million
0.29% of portfolio
|
Q2 2024
Added 6.65%
|
|
Yhb Investment Advisors, Inc.
|
Aug 01, 2024 Q2 2024 |
10,996
shares
|
$2.34 Million
0.21% of portfolio
|
Q1 2024
Added 5.17%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
10,898
shares
|
$2.32 Million
0.06% of portfolio
|
Q2 2024
Added 1.65%
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
10,885
shares
|
$2.32 Million
0.61% of portfolio
|
Q3 2024
Added 2.45%
|
|
Wt Wealth Management
|
Feb 08, 2024 Q4 2023 |
10,847
shares
|
$2.31 Million
0.81% of portfolio
|
Q4 2023
Added 34.93%
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
10,824
shares
|
$2.31 Million
0.19% of portfolio
|
Q3 2024
Added 0.08%
|
|
Orser Capital Management, LLC
|
Oct 04, 2024 Q3 2024 |
10,796
shares
|
$2.3 Million
1.71% of portfolio
|
Q2 2024
Added 0.03%
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
10,781
shares
|
$2.3 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
Aldebaran Financial Inc.
|
Aug 22, 2024 Q2 2024 |
10,721
shares
|
$2.28 Million
3.19% of portfolio
|
Q2 2024
Added 2.11%
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
10,715
shares
|
$2.28 Million
0.15% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
10,710
shares
|
$2.28 Million
0.24% of portfolio
|
Q3 2024
Added 6.04%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
10,701
shares
|
$2.28 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.3%
|