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 |
---|---|---|---|---|---|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 15, 2024 Q2 2024 |
3,425
shares
|
$728,703
0.31% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Aug 05, 2024 Q2 2024 |
3,418
shares
|
$727,213
0.02% of portfolio
|
Q2 2024
New holding
|
|
Americana Partners, LLC
Houston, TX |
Jul 30, 2024 Q2 2024 |
3,376
shares
|
$718,277
0.06% of portfolio
|
Q2 2024
Reduced 12.31%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 07, 2024 Q2 2024 |
3,370
shares
|
$717,001
0.09% of portfolio
|
Q1 2024
Added 0.18%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
3,366
shares
|
$716,150
0.03% of portfolio
|
Q2 2024
Added 7.51%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
3,361
shares
|
$715,086
0.08% of portfolio
|
Q2 2024
Added 13.16%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
3,353
shares
|
$713,384
0.05% of portfolio
|
Q1 2024
Added 0.96%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
3,346
shares
|
$711,894
0.4% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
3,345
shares
|
$711,682
0.1% of portfolio
|
Q2 2024
Reduced 23.99%
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,338
shares
|
$710,192
0.02% of portfolio
|
Q2 2023
New holding
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,327
shares
|
$707,852
0.07% of portfolio
|
Q3 2023
Reduced 9.32%
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,325
shares
|
$707,427
0.38% of portfolio
|
Q3 2023
Reduced 1.77%
|
|
Dopkins Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
3,315
shares
|
$705,299
0.45% of portfolio
|
Q2 2024
Added 3.05%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jul 19, 2024 Q2 2024 |
3,315
shares
|
$705,299
0.18% of portfolio
|
Q2 2024
Added 75.77%
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 06, 2024 Q2 2024 |
3,294
shares
|
$700,831
0.11% of portfolio
|
Q2 2024
Added 0.18%
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 15, 2024 Q2 2024 |
3,283
shares
|
$698,491
0.02% of portfolio
|
Q2 2024
Added 145.73%
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
3,278
shares
|
$697,427
0.05% of portfolio
|
Q3 2024
Added 1.17%
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 09, 2024 Q2 2024 |
3,275
shares
|
$696,789
0.01% of portfolio
|
Q4 2023
Reduced 3.14%
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 01, 2024 Q2 2024 |
3,269
shares
|
$695,512
0.07% of portfolio
|
Q2 2024
Reduced 4.39%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
3,262
shares
|
$694,023
0.02% of portfolio
|
Q2 2024
Added 0.06%
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
3,254
shares
|
$692,321
0.04% of portfolio
|
Q3 2023
Reduced 11.79%
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2024 Q2 2024 |
3,254
shares
|
$692,321
0.13% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
3,253
shares
|
$692,108
0.07% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 01, 2024 Q2 2024 |
3,249
shares
|
$691,257
0.04% of portfolio
|
Q2 2024
Reduced 5.77%
|
|
Walter & Keenan Wealth Management LLC
|
Jul 15, 2024 Q2 2024 |
3,245
shares
|
$690,406
0.22% of portfolio
|
Q1 2024
Added 3.84%
|