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 |
---|---|---|---|---|---|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
4,467
shares
|
$950,398
0.11% of portfolio
|
Q2 2024
Added 28.51%
|
|
Twin Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
4,435
shares
|
$943,590
0.11% of portfolio
|
Q1 2024
Added 1.65%
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
4,429
shares
|
$942,314
0.82% of portfolio
|
Q2 2024
Added 5.08%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
4,417
shares
|
$939,760
0.03% of portfolio
|
Q2 2024
Reduced 21.6%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
4,404
shares
|
$936,995
0.06% of portfolio
|
Q1 2024
Reduced 16.13%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
4,402
shares
|
$936,569
0.03% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 07, 2024 Q3 2024 |
4,385
shares
|
$932,952
0.53% of portfolio
|
Q3 2024
Added 1.15%
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
4,384
shares
|
$932,739
0.18% of portfolio
|
Q1 2024
New holding
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
4,360
shares
|
$927,633
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
4,351
shares
|
$925,718
0.36% of portfolio
|
Q2 2024
Added 29.84%
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
4,345
shares
|
$924,442
0.43% of portfolio
|
Q2 2024
Added 0.07%
|
|
Bank Of Nova Scotia Trust CO
|
Aug 14, 2024 Q2 2024 |
4,330
shares
|
$921,250
0.11% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 15, 2024 Q2 2024 |
4,329
shares
|
$921,038
0.17% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
4,325
shares
|
$920,187
0.15% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
North Rock Partners, LLC
|
Aug 06, 2024 Q2 2024 |
4,317
shares
|
$918,484
0.08% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Smith, Salley & Associates
|
Jul 29, 2024 Q2 2024 |
4,308
shares
|
$916,570
0.07% of portfolio
|
Q2 2024
Added 2.13%
|
|
First Merchants Corp
|
Jul 25, 2024 Q2 2024 |
4,291
shares
|
$912,953
0.07% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
4,273
shares
|
$909,123
0.07% of portfolio
|
Q1 2024
Added 1.18%
|
|
Mmbg Investment Advisors Co.
|
Aug 13, 2024 Q2 2024 |
4,260
shares
|
$906,357
0.1% of portfolio
|
Q4 2021
New holding
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
4,256
shares
|
$905,506
0.25% of portfolio
|
Q1 2024
Added 1.19%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
4,239
shares
|
$901,889
0.13% of portfolio
|
Q3 2024
Added 69.56%
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
4,220
shares
|
$897,847
0.09% of portfolio
|
Q3 2024
Added 32.45%
|
|
Dempze Nancy E
|
Aug 12, 2024 Q2 2024 |
4,212
shares
|
$896,145
0.69% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
4,208
shares
|
$895,294
0.11% of portfolio
|
Q2 2024
Added 1.32%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,208
shares
|
$895,294
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|