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 |
---|---|---|---|---|---|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
3,650
shares
|
$776,574
0.06% of portfolio
|
Q2 2024
Added 2.24%
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
3,645
shares
|
$775,510
0.04% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,641
shares
|
$774,659
0.04% of portfolio
|
Q4 2023
Added 5.35%
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Aug 08, 2024 Q2 2024 |
3,636
shares
|
$773,595
0.17% of portfolio
|
Q1 2024
New holding
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Aug 13, 2024 Q2 2024 |
3,633
shares
|
$772,957
0.77% of portfolio
|
Q2 2024
Reduced 60.44%
|
|
Baker Tilly Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
3,608
shares
|
$767,638
0.32% of portfolio
|
Q2 2024
Reduced 66.7%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
3,599
shares
|
$765,723
0.13% of portfolio
|
Q1 2024
Reduced 18.89%
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 19, 2024 Q2 2024 |
3,588
shares
|
$763,382
0.5% of portfolio
|
Q2 2024
Added 3.79%
|
|
Oakworth Capital, Inc.
|
Jul 19, 2024 Q2 2024 |
3,561
shares
|
$757,638
0.06% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2024 Q2 2024 |
3,559
shares
|
$757,212
0.13% of portfolio
|
Q2 2024
Added 0.76%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
3,556
shares
|
$756,574
0.1% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
3,554
shares
|
$756,149
0.04% of portfolio
|
Q2 2024
Added 28.21%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
3,548
shares
|
$754,872
0.37% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 07, 2024 Q2 2024 |
3,547
shares
|
$754,659
0.58% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
3,542
shares
|
$753,595
0.1% of portfolio
|
Q2 2024
New holding
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
3,536
shares
|
$752,319
0.17% of portfolio
|
Q3 2024
Added 2.31%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
3,524
shares
|
$749,766
0.04% of portfolio
|
Q2 2024
Added 0.4%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
3,492
shares
|
$742,957
0.02% of portfolio
|
Q2 2024
Reduced 5.67%
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
3,476
shares
|
$739,553
0.26% of portfolio
|
Q1 2024
Added 31.27%
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
3,471
shares
|
$738,489
0.04% of portfolio
|
Q3 2024
Added 417.29%
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,458
shares
|
$735,724
0.59% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
3,449
shares
|
$733,809
0.03% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,444
shares
|
$732,745
0.05% of portfolio
|
Q3 2024
Added 9.72%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
3,427
shares
|
$729,128
0.05% of portfolio
|
Q2 2024
Reduced 11.72%
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,425
shares
|
$728,703
0.05% of portfolio
|
Q3 2024
Added 5.61%
|