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 |
---|---|---|---|---|---|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
2,876
shares
|
$611,897
0.04% of portfolio
|
Q3 2024
Added 1.2%
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
2,870
shares
|
$610,621
0.4% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
Simmons Bank
|
Jul 26, 2024 Q2 2024 |
2,853
shares
|
$607,004
0.05% of portfolio
|
Q2 2024
Added 0.6%
|
|
Northwest Investment Counselors, LLC
|
Jul 15, 2024 Q2 2024 |
2,812
shares
|
$598,281
0.16% of portfolio
|
Q3 2023
Added 1.15%
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,812
shares
|
$598,281
0.04% of portfolio
|
Q2 2024
New holding
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,811
shares
|
$598,068
0.04% of portfolio
|
Q2 2024
Added 1.3%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
2,792
shares
|
$594,025
0.01% of portfolio
|
Q2 2024
Added 2.65%
|
|
Mendel Money Management
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
2,790
shares
|
$593,600
0.29% of portfolio
|
Q2 2024
Added 4.49%
|
|
Falcon Wealth Planning
|
Jul 16, 2024 Q2 2024 |
2,775
shares
|
$590,409
0.08% of portfolio
|
Q2 2024
Added 3.54%
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
2,771
shares
|
$589,557
0.03% of portfolio
|
Q3 2024
Added 60.82%
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
2,771
shares
|
$589,557
0.38% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
2,768
shares
|
$588,919
0.21% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
2,768
shares
|
$588,919
0.04% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
2,767
shares
|
$588,706
0.04% of portfolio
|
Q2 2024
Added 64.41%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
2,767
shares
|
$588,706
0.06% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Heritage Wealth Advisors
|
Aug 05, 2024 Q2 2024 |
2,765
shares
|
$588,281
0.03% of portfolio
|
Q2 2024
Added 72.17%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
2,743
shares
|
$583,600
0.01% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
2,742
shares
|
$583,387
0.06% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
2,741
shares
|
$583,175
0.06% of portfolio
|
Q1 2024
Reduced 17.69%
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
2,738
shares
|
$582,536
0.07% of portfolio
|
Q3 2024
Reduced 26.18%
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Jul 30, 2024 Q2 2024 |
2,725
shares
|
$579,771
0.07% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
2,724
shares
|
$579,558
0.04% of portfolio
|
Q2 2024
New holding
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
2,707
shares
|
$575,941
0.04% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 31, 2024 Q2 2024 |
2,703
shares
|
$575,090
0.18% of portfolio
|
Q3 2020
Added 0.15%
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Aug 07, 2024 Q2 2024 |
2,702
shares
|
$574,877
0.28% of portfolio
|
Q2 2024
Reduced 1.57%
|