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 |
---|---|---|---|---|---|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
2,589
shares
|
$550,835
0.01% of portfolio
|
Q2 2024
Added 7.52%
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
2,586
shares
|
$550,197
0.05% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
2,582
shares
|
$549,346
0.2% of portfolio
|
Q2 2024
Added 0.35%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
2,581
shares
|
$549,133
0.2% of portfolio
|
Q3 2024
Added 2.62%
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
2,577
shares
|
$548,282
0.01% of portfolio
|
Q3 2024
Added 8.83%
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2024 Q2 2024 |
2,576
shares
|
$548,069
0.24% of portfolio
|
Q1 2024
Added 0.35%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
2,568
shares
|
$546,367
0.14% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,567
shares
|
$546,154
0.04% of portfolio
|
Q3 2024
Added 7.77%
|
|
Allen Investment Management LLC
|
Aug 08, 2024 Q2 2024 |
2,564
shares
|
$545,516
0.01% of portfolio
|
Q2 2024
New holding
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
2,561
shares
|
$544,878
0.22% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
2,552
shares
|
$542,963
0.05% of portfolio
|
Q2 2024
New holding
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
2,546
shares
|
$541,686
0.03% of portfolio
|
Q3 2024
Added 9.93%
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
2,542
shares
|
$540,835
0.09% of portfolio
|
Q1 2024
New holding
|
|
Stockman Wealth Management, Inc.
|
Jul 31, 2024 Q2 2024 |
2,540
shares
|
$540,410
0.1% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
2,526
shares
|
$537,431
0.2% of portfolio
|
Q2 2024
Added 333.28%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,524
shares
|
$537,006
0.17% of portfolio
|
Q1 2023
Added 0.36%
|
|
Fukoku Mutual Life Insurance CO
|
Aug 01, 2024 Q2 2024 |
2,518
shares
|
$535,729
0.04% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
Parthenon LLC
|
Aug 07, 2024 Q2 2024 |
2,500
shares
|
$531,900
0.07% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 12, 2024 Q2 2024 |
2,500
shares
|
$531,900
0.25% of portfolio
|
Q1 2019
New holding
|
|
True Private Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
2,498
shares
|
$531,474
0.06% of portfolio
|
Q2 2024
Added 148.06%
|
|
Latitude Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
2,496
shares
|
$531,048
0.38% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
2,489
shares
|
$529,559
0.09% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,480
shares
|
$527,644
0.01% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 18, 2024 Q2 2024 |
2,480
shares
|
$527,644
0.13% of portfolio
|
Q2 2024
Reduced 16.89%
|
|
Summit Financial Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
2,479
shares
|
$527,432
0.12% of portfolio
|
Q2 2024
Reduced 0.16%
|