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 |
---|---|---|---|---|---|
Roanoke Asset Management Corp
Jersey City, NJ |
Aug 14, 2024 Q2 2024 |
8,760
shares
|
$1.87 Million
0.62% of portfolio
|
Q2 2024
New holding
|
|
Lgt Group Foundation
|
Aug 07, 2024 Q2 2024 |
8,755
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2024
Added 1.39%
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
8,746
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2024
Reduced 60.42%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
8,728
shares
|
$1.86 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Buckingham Capital Management, Inc.
|
Jul 15, 2024 Q2 2024 |
8,708
shares
|
$1.86 Million
0.22% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
8,707
shares
|
$1.86 Million
0.1% of portfolio
|
Q2 2024
Added 1.44%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
8,667
shares
|
$1.85 Million
0.2% of portfolio
|
Q2 2024
Added 0.83%
|
|
Lmcg Investments, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
8,655
shares
|
$1.84 Million
0.11% of portfolio
|
Q2 2024
Added 0.17%
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
8,597
shares
|
$1.83 Million
0.19% of portfolio
|
Q2 2024
Added 1.09%
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2024 Q2 2024 |
8,552
shares
|
$1.82 Million
0.19% of portfolio
|
Q2 2024
Added 229.68%
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 07, 2024 Q2 2024 |
8,545
shares
|
$1.82 Million
1.21% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
8,495
shares
|
$1.81 Million
0.37% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
8,447
shares
|
$1.8 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
8,407
shares
|
$1.79 Million
0.57% of portfolio
|
Q3 2024
Added 5.7%
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Jul 26, 2024 Q2 2024 |
8,389
shares
|
$1.79 Million
0.89% of portfolio
|
Q2 2024
Added 1.05%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
8,357
shares
|
$1.78 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
8,351
shares
|
$1.78 Million
0.13% of portfolio
|
Q2 2024
Added 6.15%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
8,328
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2024
Added 0.52%
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
8,323
shares
|
$1.77 Million
0.38% of portfolio
|
Q3 2024
Added 9.27%
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
8,299
shares
|
$1.77 Million
0.18% of portfolio
|
Q1 2024
Added 0.67%
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
8,295
shares
|
$1.77 Million
1.36% of portfolio
|
Q3 2024
New holding
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
8,292
shares
|
$1.77 Million
0.09% of portfolio
|
Q2 2022
Added 56.31%
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Aug 01, 2024 Q2 2024 |
8,280
shares
|
$1.76 Million
0.44% of portfolio
|
Q2 2024
Added 2.51%
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Aug 06, 2024 Q2 2024 |
8,275
shares
|
$1.76 Million
0.24% of portfolio
|
Q2 2023
Added 0.33%
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 15, 2024 Q2 2024 |
8,269
shares
|
$1.76 Million
0.55% of portfolio
|
Q2 2024
Reduced 0.73%
|