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 |
---|---|---|---|---|---|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
1,897
shares
|
$403,605
0.08% of portfolio
|
Q3 2024
New holding
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
1,887
shares
|
$401,478
0.24% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,886
shares
|
$401,265
0.0% of portfolio
|
Q2 2024
Added 13.48%
|
|
Red Wave Investments LLC
Dillsburg, PA |
Aug 09, 2024 Q2 2024 |
1,885
shares
|
$401,052
0.16% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
1,885
shares
|
$401,052
0.01% of portfolio
|
Q2 2024
New holding
|
|
Tennessee Valley Asset Management Partners
|
Aug 09, 2024 Q2 2024 |
1,884
shares
|
$400,839
0.08% of portfolio
|
Q2 2024
Added 0.37%
|
|
Univest Financial Corp
|
Aug 05, 2024 Q2 2024 |
1,884
shares
|
$400,839
0.11% of portfolio
|
Q2 2024
Reduced 8.94%
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
1,872
shares
|
$398,286
0.05% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
1,871
shares
|
$398,073
0.02% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 19, 2024 Q2 2024 |
1,870
shares
|
$397,861
0.34% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Callahan Advisors, LLC
|
Jul 29, 2024 Q2 2024 |
1,869
shares
|
$397,648
0.04% of portfolio
|
Q2 2024
Added 0.05%
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
1,861
shares
|
$395,946
0.02% of portfolio
|
Q3 2024
Added 0.7%
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
1,850
shares
|
$393,606
0.22% of portfolio
|
Q3 2023
Reduced 24.49%
|
|
Meridian Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
1,849
shares
|
$393,393
0.08% of portfolio
|
Q2 2024
Added 0.11%
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
1,849
shares
|
$393,393
0.2% of portfolio
|
Q2 2024
New holding
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
1,848
shares
|
$393,180
0.06% of portfolio
|
Q2 2024
Added 20.31%
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
1,843
shares
|
$392,116
0.0% of portfolio
|
Q3 2024
Added 11.9%
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,842
shares
|
$391,903
0.06% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
Saturna Capital Corp
Bellingham, WA |
Jul 31, 2024 Q2 2024 |
1,838
shares
|
$391,052
0.01% of portfolio
|
Q2 2024
Reduced 14.99%
|
|
Gsa Capital Partners LLP
London, X0 |
Aug 15, 2024 Q2 2024 |
1,836
shares
|
$390,627
0.03% of portfolio
|
Q2 2024
Added 10.87%
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
1,830
shares
|
$389,350
0.21% of portfolio
|
Q3 2024
Reduced 20.12%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
1,828
shares
|
$388,925
0.04% of portfolio
|
Q2 2024
Added 18.78%
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
1,827
shares
|
$388,712
0.14% of portfolio
|
Q3 2024
Added 2.7%
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1,817
shares
|
$386,584
0.02% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 25, 2024 Q2 2024 |
1,817
shares
|
$386,584
0.19% of portfolio
|
Q1 2024
Added 0.06%
|