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 |
---|---|---|---|---|---|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
4,738
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 23, 2024 Q2 2024 |
4,732
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2024
Added 226.34%
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
4,713
shares
|
$1 Million
0.79% of portfolio
|
Q2 2023
Added 7.73%
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,705
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 12, 2024 Q2 2024 |
4,690
shares
|
$997,844
0.94% of portfolio
|
Q2 2024
Reduced 7.68%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
4,682
shares
|
$996,142
0.05% of portfolio
|
Q2 2024
Added 83.68%
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
4,655
shares
|
$990,397
0.02% of portfolio
|
Q2 2024
New holding
|
|
Country Club Bank
|
Jul 16, 2024 Q2 2024 |
4,631
shares
|
$985,291
0.07% of portfolio
|
Q2 2023
Added 9.45%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,620
shares
|
$982,951
0.06% of portfolio
|
Q4 2022
Reduced 2.65%
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
4,609
shares
|
$980,610
1.37% of portfolio
|
Q4 2022
Added 3.71%
|
|
Payden & Rygel
Los Angeles, CA |
Oct 07, 2024 Q2 2024 |
4,600
shares
|
$978,696
0.08% of portfolio
|
Q2 2024
Reduced 55.34%
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,600
shares
|
$978,696
0.08% of portfolio
|
Q1 2024
Reduced 55.34%
|
|
Symphony Financial, Ltd. Co.
|
Jul 17, 2024 Q2 2024 |
4,598
shares
|
$978,270
0.18% of portfolio
|
Q2 2024
Added 0.24%
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
4,591
shares
|
$976,781
0.03% of portfolio
|
Q1 2023
Added 1.5%
|
|
Financial Network Wealth Management LLC
Draper, UT |
Aug 09, 2024 Q2 2024 |
4,590
shares
|
$976,568
0.37% of portfolio
|
Q2 2024
New holding
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
4,579
shares
|
$974,228
0.02% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Ncp Inc.
La Quinta, CA |
Aug 30, 2024 Q2 2024 |
4,571
shares
|
$972,525
0.62% of portfolio
|
Q1 2024
Reduced 2.19%
|
|
Gw Henssler & Associates LTD
|
Aug 01, 2024 Q2 2024 |
4,570
shares
|
$972,313
0.06% of portfolio
|
Q2 2024
Added 2.37%
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,561
shares
|
$970,398
0.18% of portfolio
|
Q2 2022
Added 25.89%
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2024 Q2 2024 |
4,552
shares
|
$968,483
0.13% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
J. W. Coons Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
4,550
shares
|
$968,058
0.18% of portfolio
|
Q1 2022
Added 28.17%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
4,513
shares
|
$960,185
0.14% of portfolio
|
Q2 2024
Added 7.12%
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Aug 14, 2024 Q2 2024 |
4,507
shares
|
$958,909
0.14% of portfolio
|
Q2 2024
Reduced 10.81%
|
|
Mwa Asset Management
Lexington, MA |
Jul 26, 2024 Q2 2024 |
4,484
shares
|
$954,015
0.68% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
4,474
shares
|
$951,888
0.03% of portfolio
|
Q3 2024
Reduced 7.47%
|