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 |
---|---|---|---|---|---|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
2,476
shares
|
$526,793
0.0% of portfolio
|
Q2 2024
Added 96.51%
|
|
Old Second National Bank Of Aurora
|
Aug 12, 2024 Q2 2024 |
2,463
shares
|
$524,027
0.14% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
2,460
shares
|
$523,389
0.05% of portfolio
|
Q2 2024
Added 1.28%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
2,457
shares
|
$522,751
0.02% of portfolio
|
Q2 2024
Reduced 30.96%
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2024 Q2 2024 |
2,440
shares
|
$519,134
0.32% of portfolio
|
Q4 2022
New holding
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
2,433
shares
|
$517,645
0.08% of portfolio
|
Q3 2024
Added 21.65%
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,430
shares
|
$517,006
0.04% of portfolio
|
Q3 2024
Reduced 67.87%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
2,424
shares
|
$515,730
0.02% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
2,422
shares
|
$515,304
0.14% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
2,421
shares
|
$515,091
0.39% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
Cornerstone Advisory, LLC
|
Aug 14, 2024 Q2 2024 |
2,420
shares
|
$514,879
0.08% of portfolio
|
Q2 2024
Added 1.6%
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
2,419
shares
|
$514,666
0.83% of portfolio
|
Q3 2023
Added 6.38%
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,415
shares
|
$513,815
0.02% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
2,412
shares
|
$513,177
0.02% of portfolio
|
Q2 2024
Added 53.34%
|
|
Bond & Devick Financial Network, Inc.
|
Jul 12, 2024 Q2 2024 |
2,400
shares
|
$510,624
0.28% of portfolio
|
Q1 2022
Reduced 2.04%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,386
shares
|
$507,645
0.04% of portfolio
|
Q2 2024
Added 0.21%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 31, 2024 Q2 2024 |
2,378
shares
|
$505,943
0.1% of portfolio
|
Q2 2024
Added 0.13%
|
|
Wealth Dimensions Group, Ltd.
|
Aug 09, 2024 Q2 2024 |
2,374
shares
|
$505,092
0.14% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
2,371
shares
|
$504,453
0.09% of portfolio
|
Q1 2024
Added 0.04%
|
|
Patron Partners, LLC
|
Aug 05, 2024 Q2 2024 |
2,369
shares
|
$504,028
0.31% of portfolio
|
Q2 2024
Added 0.98%
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,349
shares
|
$499,773
0.06% of portfolio
|
Q3 2022
Reduced 33.27%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,348
shares
|
$499,560
0.31% of portfolio
|
Q2 2024
Reduced 51.05%
|
|
Monumental Financial Group Inc.
|
Aug 05, 2024 Q2 2024 |
2,334
shares
|
$496,581
0.22% of portfolio
|
Q1 2023
Reduced 2.87%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
2,329
shares
|
$495,518
0.08% of portfolio
|
Q2 2024
Added 2.51%
|
|
Hudock, Inc.
|
Aug 02, 2024 Q2 2024 |
2,326
shares
|
$494,879
0.09% of portfolio
|
Q2 2024
Added 0.04%
|