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 |
---|---|---|---|---|---|
Arthur M. Cohen & Associates, LLC
|
Jul 29, 2024 Q2 2024 |
2,325
shares
|
$494,667
0.1% of portfolio
|
Q2 2024
Added 16.83%
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,316
shares
|
$492,752
0.61% of portfolio
|
Q2 2022
New holding
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Jul 30, 2024 Q2 2024 |
2,315
shares
|
$492,539
0.02% of portfolio
|
Q2 2024
Reduced 18.26%
|
|
Ifrah Financial Services, Inc.
|
Aug 05, 2024 Q2 2024 |
2,306
shares
|
$490,624
0.14% of portfolio
|
Q2 2024
Reduced 8.96%
|
|
Adell Harriman & Carpenter Inc
|
Aug 01, 2024 Q2 2024 |
2,300
shares
|
$489,348
0.04% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 26, 2024 Q2 2024 |
2,298
shares
|
$488,922
0.06% of portfolio
|
Q2 2024
Added 1.32%
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
2,287
shares
|
$486,582
0.04% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
2,286
shares
|
$486,369
0.21% of portfolio
|
N/A
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
2,285
shares
|
$486,156
0.07% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
2,278
shares
|
$484,667
0.05% of portfolio
|
Q3 2024
Added 3.17%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
2,273
shares
|
$483,603
0.08% of portfolio
|
Q2 2024
Added 32.46%
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
2,263
shares
|
$481,475
0.02% of portfolio
|
Q2 2024
Added 7.15%
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
2,247
shares
|
$478,071
0.03% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
Roman Butler Fullerton & CO
|
Jul 15, 2024 Q2 2024 |
2,246
shares
|
$477,858
0.16% of portfolio
|
Q2 2024
Added 1.77%
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
2,245
shares
|
$477,646
0.07% of portfolio
|
Q3 2024
Reduced 70.89%
|
|
Portside Wealth Group, LLC
Provo, UT |
Jul 18, 2024 Q2 2024 |
2,223
shares
|
$472,965
0.09% of portfolio
|
Q2 2024
Reduced 35.84%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
2,222
shares
|
$472,752
0.05% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 08, 2024 Q2 2024 |
2,213
shares
|
$470,837
0.03% of portfolio
|
Q1 2024
New holding
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
2,212
shares
|
$470,625
0.21% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
2,196
shares
|
$467,220
0.01% of portfolio
|
Q2 2024
Added 35.98%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
2,189
shares
|
$465,731
0.0% of portfolio
|
Q2 2024
Reduced 99.04%
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
2,187
shares
|
$465,306
0.01% of portfolio
|
Q2 2024
Reduced 66.49%
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,186
shares
|
$465,093
0.06% of portfolio
|
Q3 2022
Reduced 8.38%
|
|
Mps Loria Financial Planners, LLC
|
Jul 10, 2024 Q2 2024 |
2,184
shares
|
$464,667
0.15% of portfolio
|
Q2 2024
Added 0.14%
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 13, 2024 Q2 2024 |
2,174
shares
|
$462,540
0.2% of portfolio
|
Q2 2024
Added 0.18%
|