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 |
---|---|---|---|---|---|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
3,237
shares
|
$688,704
0.29% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
Sl Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,235
shares
|
$688,278
1.22% of portfolio
|
Q3 2024
Added 0.4%
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 23, 2024 Q2 2024 |
3,217
shares
|
$684,448
0.45% of portfolio
|
Q1 2024
Reduced 11.06%
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 31, 2024 Q2 2024 |
3,207
shares
|
$682,321
0.16% of portfolio
|
Q1 2024
Added 3.38%
|
|
Claro Advisors LLC
Boston, MA |
Oct 17, 2024 Q3 2024 |
3,197
shares
|
$680,193
0.07% of portfolio
|
Q3 2024
Added 13.45%
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,178
shares
|
$676,151
0.07% of portfolio
|
Q2 2024
Added 104.24%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
3,177
shares
|
$675,938
0.17% of portfolio
|
Q2 2024
Added 0.22%
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 22, 2024 Q2 2024 |
3,177
shares
|
$675,938
0.24% of portfolio
|
Q2 2024
Added 1.02%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
3,170
shares
|
$674,449
0.03% of portfolio
|
Q2 2024
Reduced 20.33%
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
3,144
shares
|
$668,917
0.06% of portfolio
|
Q2 2024
Added 39.18%
|
|
Pitcairn CO
Jenkintown, PA |
Aug 13, 2024 Q2 2024 |
3,137
shares
|
$667,428
0.04% of portfolio
|
Q2 2024
Added 12.2%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2024 Q2 2024 |
3,132
shares
|
$666,364
0.06% of portfolio
|
Q2 2024
Added 0.45%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,114
shares
|
$662,534
0.05% of portfolio
|
Q2 2022
Added 1.53%
|
|
Waverton Investment Management LTD
|
Aug 05, 2024 Q2 2024 |
3,100
shares
|
$659,556
0.01% of portfolio
|
Q4 2023
New holding
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
3,098
shares
|
$659,130
0.07% of portfolio
|
Q2 2024
Reduced 44.74%
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
3,095
shares
|
$658,492
0.18% of portfolio
|
Q3 2024
Added 8.18%
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 13, 2024 Q2 2024 |
3,090
shares
|
$657,428
0.17% of portfolio
|
Q1 2020
Reduced 13.69%
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
3,088
shares
|
$657,002
0.13% of portfolio
|
Q3 2024
Added 0.78%
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
3,082
shares
|
$655,726
0.29% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
Peterson Wealth Management
|
Aug 05, 2024 Q2 2024 |
3,072
shares
|
$653,598
0.41% of portfolio
|
Q2 2024
New holding
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
3,072
shares
|
$653,598
0.1% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Aug 12, 2024 Q2 2024 |
3,069
shares
|
$652,960
0.07% of portfolio
|
Q2 2024
Added 2.23%
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2024 Q2 2024 |
3,065
shares
|
$652,109
0.0% of portfolio
|
Q2 2024
Added 51.96%
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Jul 31, 2024 Q2 2024 |
3,061
shares
|
$651,258
0.23% of portfolio
|
Q2 2024
Added 0.03%
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
3,055
shares
|
$649,981
0.06% of portfolio
|
Q2 2024
Added 34.52%
|