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 |
---|---|---|---|---|---|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,050
shares
|
$648,918
0.13% of portfolio
|
Q1 2023
Reduced 6.15%
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
3,050
shares
|
$648,918
0.02% of portfolio
|
Q1 2024
Reduced 4.69%
|
|
Diametric Capital, LP
Boston, MA |
Aug 13, 2024 Q2 2024 |
3,050
shares
|
$648,918
0.4% of portfolio
|
Q2 2024
New holding
|
|
Retirement Guys Formula LLC
|
Aug 01, 2024 Q2 2024 |
3,048
shares
|
$648,492
0.32% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Angeles Wealth Management, LLC
|
Aug 07, 2024 Q2 2024 |
3,047
shares
|
$648,279
0.06% of portfolio
|
Q2 2024
Added 3.53%
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Aug 02, 2024 Q2 2024 |
3,032
shares
|
$645,088
0.16% of portfolio
|
Q2 2024
Added 0.17%
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 10, 2024 Q2 2024 |
3,024
shares
|
$643,386
0.22% of portfolio
|
Q2 2024
Reduced 5.97%
|
|
Mechanics Financial Corp
|
Aug 01, 2024 Q2 2024 |
3,016
shares
|
$641,684
0.33% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
3,016
shares
|
$641,684
0.1% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Aug 13, 2024 Q2 2024 |
3,000
shares
|
$638,280
0.56% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
Rbo & CO LLC
St Helena, CA |
Aug 12, 2024 Q2 2024 |
3,000
shares
|
$638,280
0.13% of portfolio
|
Q3 2020
New holding
|
|
Legacy Wealth Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
2,984
shares
|
$634,875
0.2% of portfolio
|
Q2 2024
Added 0.67%
|
|
Cmg Global Holdings, LLC
|
Aug 16, 2024 Q2 2024 |
2,974
shares
|
$632,748
0.44% of portfolio
|
Q3 2022
Added 1.16%
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
2,970
shares
|
$631,897
0.03% of portfolio
|
Q2 2024
Added 5.92%
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
2,943
shares
|
$626,152
0.07% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
Auxano Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
2,939
shares
|
$625,301
0.18% of portfolio
|
Q2 2024
New holding
|
|
Tributary Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
2,935
shares
|
$624,450
0.05% of portfolio
|
Q2 2024
Reduced 23.07%
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
2,935
shares
|
$624,450
0.1% of portfolio
|
Q2 2024
Added 0.07%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,934
shares
|
$624,237
0.07% of portfolio
|
Q3 2024
Added 0.79%
|
|
Jeppson Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
2,902
shares
|
$617,429
0.24% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 17, 2024 Q2 2024 |
2,902
shares
|
$617,429
0.32% of portfolio
|
Q1 2023
Added 21.88%
|
|
Xcel Wealth Management, LLC
|
Jul 23, 2024 Q2 2024 |
2,900
shares
|
$617,004
0.2% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
2,895
shares
|
$615,940
0.12% of portfolio
|
Q2 2024
Added 154.17%
|
|
Quaker Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
2,881
shares
|
$612,961
0.25% of portfolio
|
Q1 2024
Added 91.05%
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
2,878
shares
|
$612,323
0.07% of portfolio
|
Q3 2023
Added 5.69%
|