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 |
---|---|---|---|---|---|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
1,812
shares
|
$385,521
0.03% of portfolio
|
Q2 2024
Added 47.56%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
1,804
shares
|
$383,819
0.09% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
1,802
shares
|
$383,393
0.01% of portfolio
|
Q2 2024
Added 35.59%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,799
shares
|
$382,755
0.11% of portfolio
|
Q2 2022
Added 25.45%
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 09, 2024 Q2 2024 |
1,791
shares
|
$381,053
0.16% of portfolio
|
Q2 2021
New holding
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,790
shares
|
$380,840
0.12% of portfolio
|
Q3 2024
Added 21.85%
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,787
shares
|
$380,202
0.07% of portfolio
|
Q3 2024
New holding
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,781
shares
|
$378,925
0.02% of portfolio
|
Q3 2024
Added 32.22%
|
|
Sentry Investment Management LLC
|
Aug 07, 2024 Q2 2024 |
1,778
shares
|
$378,287
0.17% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
Advisory Resource Group
|
Jul 24, 2024 Q2 2024 |
1,774
shares
|
$377,436
0.1% of portfolio
|
Q2 2024
Added 0.06%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
1,773
shares
|
$377,223
0.06% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Jul 16, 2024 Q2 2024 |
1,773
shares
|
$377,223
0.33% of portfolio
|
Q4 2023
New holding
|
|
Keebeck Alpha, LP
Stamford, CT |
Aug 12, 2024 Q2 2024 |
1,772
shares
|
$377,010
0.28% of portfolio
|
Q2 2024
New holding
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
1,764
shares
|
$375,308
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
Mount Yale Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
1,761
shares
|
$374,670
0.03% of portfolio
|
Q2 2024
Reduced 27.05%
|
|
Wespac Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
1,760
shares
|
$374,457
0.3% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
1,754
shares
|
$373,181
0.03% of portfolio
|
Q3 2024
Added 3.12%
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,752
shares
|
$372,755
0.03% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
1,750
shares
|
$372,330
0.11% of portfolio
|
Q2 2024
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
1,742
shares
|
$370,627
0.04% of portfolio
|
Q1 2024
New holding
|
|
Wealth Architects, LLC
|
Aug 08, 2024 Q2 2024 |
1,730
shares
|
$368,074
0.05% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Forest Hill Capital, LLC
Little Rock, AR |
Aug 14, 2024 Q2 2024 |
1,730
shares
|
$368,074
0.31% of portfolio
|
Q4 2020
Reduced 49.21%
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 14, 2024 Q2 2024 |
1,727
shares
|
$367,436
0.15% of portfolio
|
Q2 2024
Added 0.23%
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
1,724
shares
|
$366,798
0.27% of portfolio
|
Q2 2024
Reduced 23.41%
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 14, 2024 Q2 2024 |
1,724
shares
|
$366,798
0.19% of portfolio
|
Q1 2024
New holding
|