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 $70.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,788
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2022
Added 242.69%
|
|
Pekin Hardy Strauss, Inc.
|
Aug 09, 2024 Q2 2024 |
5,777
shares
|
$1.23 Million
0.18% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
5,771
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.25%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
5,763
shares
|
$1.23 Million
0.15% of portfolio
|
Q2 2024
Added 7.3%
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
5,759
shares
|
$1.23 Million
0.38% of portfolio
|
Q3 2024
Added 4.05%
|
|
Detalus Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
5,746
shares
|
$1.22 Million
0.44% of portfolio
|
Q2 2024
Added 3.46%
|
|
Mainstay Capital Management LLC
|
Jul 30, 2024 Q2 2024 |
5,732
shares
|
$1.22 Million
0.23% of portfolio
|
Q2 2024
Added 7.1%
|
|
Mengis Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
5,730
shares
|
$1.22 Million
0.25% of portfolio
|
Q2 2024
Reduced 17.72%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
5,723
shares
|
$1.22 Million
0.52% of portfolio
|
Q1 2024
Added 2.69%
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
5,722
shares
|
$1.22 Million
0.5% of portfolio
|
Q3 2024
Added 1.08%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
5,710
shares
|
$1.21 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
5,688
shares
|
$1.21 Million
0.18% of portfolio
|
Q2 2024
Added 4.48%
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
5,680
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2024
Added 9.53%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
5,651
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
Red Cedar Investment Management, LLC
|
Jul 25, 2024 Q2 2024 |
5,642
shares
|
$1.2 Million
0.16% of portfolio
|
Q2 2024
Added 128.79%
|
|
Y Intercept (Hong Kong) LTD
|
Aug 14, 2024 Q2 2024 |
5,624
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
5,618
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2024
Added 2.39%
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
5,600
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2024
Added 0.14%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,586
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2024
Added 24.35%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
5,567
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 57.44%
|
|
Tandem Capital Management Corp
|
Jul 08, 2024 Q2 2024 |
5,561
shares
|
$1.18 Million
0.71% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
5,555
shares
|
$1.18 Million
0.18% of portfolio
|
Q1 2024
Added 0.02%
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
5,533
shares
|
$1.18 Million
0.98% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
5,533
shares
|
$1.18 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
5,528
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2024
Added 0.2%
|