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 |
---|---|---|---|---|---|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,173
shares
|
$462,327
0.09% of portfolio
|
Q4 2023
Reduced 1.59%
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
2,172
shares
|
$462,114
0.08% of portfolio
|
Q3 2024
New holding
|
|
Geneva Partners, LLC
|
Jul 22, 2024 Q2 2024 |
2,170
shares
|
$461,689
0.19% of portfolio
|
Q2 2024
Reduced 12.07%
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
2,149
shares
|
$457,221
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
American Institute For Advanced Investment Management, LLP
|
Jul 23, 2024 Q2 2024 |
2,145
shares
|
$456,370
0.35% of portfolio
|
Q2 2024
Added 5.15%
|
|
Canopy Partners, LLC
Terrace Park, OH |
Aug 09, 2024 Q2 2024 |
2,144
shares
|
$456,157
0.21% of portfolio
|
Q1 2024
Added 36.13%
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
2,142
shares
|
$455,731
0.11% of portfolio
|
Q2 2024
Added 7.37%
|
|
Slate Stone Wealth, LLC
|
Jul 25, 2024 Q2 2024 |
2,133
shares
|
$453,817
0.05% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
Bard Financial Services, Inc.
|
Oct 04, 2024 Q3 2024 |
2,130
shares
|
$453,178
0.09% of portfolio
|
Q3 2024
Reduced 95.99%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
2,130
shares
|
$453,178
0.02% of portfolio
|
Q2 2024
Reduced 19.89%
|
|
Jag Capital Management, LLC
|
Jul 30, 2024 Q2 2024 |
2,124
shares
|
$451,902
0.06% of portfolio
|
Q1 2024
Reduced 4.19%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,121
shares
|
$451,263
0.02% of portfolio
|
Q3 2022
Added 13.91%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,112
shares
|
$449,349
0.02% of portfolio
|
Q4 2023
Reduced 41.35%
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2024 Q2 2024 |
2,111
shares
|
$449,136
0.06% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
First National Bank Sioux Falls
|
Jul 31, 2024 Q2 2024 |
2,105
shares
|
$447,859
0.24% of portfolio
|
Q2 2022
Reduced 22.15%
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
2,103
shares
|
$447,434
0.04% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
2,100
shares
|
$446,796
0.25% of portfolio
|
Q3 2021
Reduced 48.78%
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
2,100
shares
|
$446,796
0.3% of portfolio
|
Q2 2024
Added 16.67%
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
2,095
shares
|
$445,732
0.17% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
2,087
shares
|
$444,030
0.06% of portfolio
|
Q2 2024
Added 1.66%
|
|
Ledyard National Bank
|
Aug 05, 2024 Q2 2024 |
2,083
shares
|
$443,179
0.04% of portfolio
|
Q2 2024
Added 0.43%
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
2,077
shares
|
$441,902
0.01% of portfolio
|
Q2 2024
Reduced 11.62%
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jul 25, 2024 Q2 2024 |
2,077
shares
|
$441,902
0.1% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Aug 02, 2024 Q2 2024 |
2,074
shares
|
$441,264
0.06% of portfolio
|
Q2 2024
Added 33.46%
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
2,070
shares
|
$440,413
0.07% of portfolio
|
Q3 2024
Added 0.19%
|