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 |
---|---|---|---|---|---|
Nikulski Financial, Inc.
|
Jul 30, 2024 Q2 2024 |
10,632
shares
|
$2.27 Million
0.72% of portfolio
|
Q2 2024
Added 4.93%
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
10,521
shares
|
$2.24 Million
0.39% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
10,511
shares
|
$2.24 Million
0.08% of portfolio
|
Q2 2024
Added 193.93%
|
|
United Community Bank
Greenville, SC |
Aug 02, 2024 Q2 2024 |
10,469
shares
|
$2.23 Million
0.9% of portfolio
|
Q2 2024
Reduced 5.58%
|
|
Aigen Investment Management, LP
|
Aug 09, 2024 Q2 2024 |
10,418
shares
|
$2.22 Million
0.45% of portfolio
|
Q2 2024
Added 336.08%
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
10,372
shares
|
$2.21 Million
0.54% of portfolio
|
Q3 2024
Added 1.53%
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jul 26, 2024 Q2 2024 |
10,354
shares
|
$2.21 Million
0.11% of portfolio
|
Q2 2024
Added 4.64%
|
|
Quest Partners LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
10,350
shares
|
$2.21 Million
0.3% of portfolio
|
Q2 2024
Added 59.23%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
10,249
shares
|
$2.18 Million
0.1% of portfolio
|
Q4 2022
Added 55.65%
|
|
Ballentine Partners, LLC
Waltham, MA |
Aug 06, 2024 Q2 2024 |
10,231
shares
|
$2.18 Million
0.04% of portfolio
|
Q2 2024
Added 5.26%
|
|
Assenagon Asset Management S.A.
|
Jul 18, 2024 Q2 2024 |
10,172
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2024
Reduced 51.24%
|
|
United Services Automobile Association
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
10,162
shares
|
$2.17 Million
0.06% of portfolio
|
Q2 2024
Reduced 6.88%
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
10,018
shares
|
$2.13 Million
0.15% of portfolio
|
Q3 2022
Added 62.26%
|
|
Bw Gestao De Investimentos Ltda.
|
Aug 01, 2024 Q2 2024 |
10,000
shares
|
$2.13 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
9,992
shares
|
$2.13 Million
1.13% of portfolio
|
Q1 2024
Added 1.49%
|
|
Mitchell Sinkler & Starr
|
Aug 07, 2024 Q2 2024 |
9,942
shares
|
$2.12 Million
0.55% of portfolio
|
Q2 2024
Added 13.66%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
9,932
shares
|
$2.12 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
9,926
shares
|
$2.12 Million
0.13% of portfolio
|
Q3 2023
Reduced 2.55%
|
|
Tkg Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
9,918
shares
|
$2.11 Million
1.18% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,887
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.18%
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,788
shares
|
$2.09 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
Garner Asset Management Corp
|
Aug 12, 2024 Q2 2024 |
9,771
shares
|
$2.08 Million
0.99% of portfolio
|
Q2 2024
Added 1.83%
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
9,763
shares
|
$2.08 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
9,760
shares
|
$2.08 Million
0.07% of portfolio
|
Q2 2024
Added 5.37%
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Aug 05, 2024 Q2 2024 |
9,721
shares
|
$2.07 Million
0.88% of portfolio
|
Q2 2024
Added 0.05%
|