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 |
---|---|---|---|---|---|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,649
shares
|
$350,841
0.04% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
1,647
shares
|
$350,415
0.05% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
Pds Planning, Inc
|
Aug 07, 2024 Q2 2024 |
1,642
shares
|
$349,351
0.04% of portfolio
|
Q2 2024
Reduced 12.75%
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
1,636
shares
|
$348,075
0.07% of portfolio
|
Q3 2024
New holding
|
|
Beese Fulmer Investment Management, Inc.
|
Jul 03, 2024 Q2 2024 |
1,635
shares
|
$347,862
0.03% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,635
shares
|
$347,862
0.12% of portfolio
|
Q3 2024
Added 0.49%
|
|
Heartland Bank & Trust CO
|
Aug 21, 2024 Q2 2024 |
1,634
shares
|
$347,649
0.2% of portfolio
|
Q2 2024
Added 0.93%
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,632
shares
|
$347,224
0.09% of portfolio
|
Q1 2024
Reduced 5.77%
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
1,630
shares
|
$346,798
0.12% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 09, 2024 Q2 2024 |
1,629
shares
|
$346,586
0.04% of portfolio
|
Q3 2023
Reduced 2.22%
|
|
Allen Wealth Management, LLC
Boone, NC |
Jul 19, 2024 Q2 2024 |
1,626
shares
|
$345,947
0.31% of portfolio
|
Q1 2024
Added 1.06%
|
|
Arlington Trust CO LLC
Birmingham, AL |
Aug 06, 2024 Q2 2024 |
1,624
shares
|
$345,522
0.08% of portfolio
|
Q2 2024
Reduced 19.28%
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2024 Q2 2024 |
1,622
shares
|
$345,096
0.19% of portfolio
|
Q2 2024
Added 0.06%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,621
shares
|
$344,883
0.05% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
1,618
shares
|
$344,245
0.08% of portfolio
|
Q2 2024
Added 456.01%
|
|
Dividend Assets Capital, LLC
|
Aug 02, 2024 Q2 2024 |
1,613
shares
|
$343,181
0.07% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
Auxier Asset Management
Aurora, OR |
Aug 13, 2024 Q2 2024 |
1,607
shares
|
$341,905
0.05% of portfolio
|
Q3 2023
Reduced 3.02%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,603
shares
|
$341,054
0.02% of portfolio
|
Q4 2023
Added 0.38%
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
1,602
shares
|
$340,841
0.19% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
1,602
shares
|
$340,841
0.1% of portfolio
|
Q2 2024
Added 0.19%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,596
shares
|
$339,564
0.03% of portfolio
|
Q2 2023
Added 5.28%
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
1,594
shares
|
$339,139
0.23% of portfolio
|
Q3 2024
Added 1.72%
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
1,580
shares
|
$336,160
0.09% of portfolio
|
Q2 2024
Added 0.32%
|
|
Sawgrass Asset Management LLC
|
Jul 18, 2024 Q2 2024 |
1,578
shares
|
$335,735
0.04% of portfolio
|
Q2 2024
Reduced 14.24%
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
1,578
shares
|
$335,735
0.12% of portfolio
|
Q3 2024
Added 1.02%
|