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 |
---|---|---|---|---|---|
Woodward Diversified Capital, LLC
|
Jul 30, 2024 Q2 2024 |
1,576
shares
|
$335,309
0.2% of portfolio
|
Q2 2024
Added 9.44%
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 13, 2024 Q2 2024 |
1,566
shares
|
$333,182
0.21% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
1,559
shares
|
$331,692
0.07% of portfolio
|
Q3 2024
Added 9.02%
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Aug 21, 2024 Q2 2024 |
1,558
shares
|
$331,480
0.1% of portfolio
|
Q2 2024
New holding
|
|
Carret Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
1,557
shares
|
$331,267
0.04% of portfolio
|
Q3 2023
Added 0.78%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
1,554
shares
|
$330,629
0.03% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
1,550
shares
|
$329,778
0.06% of portfolio
|
Q2 2024
Added 17.51%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
1,536
shares
|
$326,799
0.04% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2024 Q2 2024 |
1,535
shares
|
$326,586
0.1% of portfolio
|
Q2 2024
Added 9.02%
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,533
shares
|
$326,161
0.39% of portfolio
|
Q4 2023
Added 0.99%
|
|
Lake Street Financial LLC
|
Jul 12, 2024 Q2 2024 |
1,530
shares
|
$325,522
0.04% of portfolio
|
Q2 2024
Added 24.39%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,530
shares
|
$325,522
0.04% of portfolio
|
Q2 2024
New holding
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
1,525
shares
|
$324,459
0.04% of portfolio
|
Q3 2024
New holding
|
|
Ridgecrest Wealth Partners, LLC
|
Aug 05, 2024 Q2 2024 |
1,525
shares
|
$324,459
0.2% of portfolio
|
Q2 2022
Added 1.67%
|
|
Camden Capital, LLC
|
Aug 06, 2024 Q2 2024 |
1,525
shares
|
$324,459
0.03% of portfolio
|
Q2 2024
Added 31.01%
|
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
Aug 13, 2024 Q2 2024 |
1,525
shares
|
$324,459
0.01% of portfolio
|
Q2 2024
New holding
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 07, 2024 Q2 2024 |
1,514
shares
|
$322,118
0.05% of portfolio
|
Q2 2024
Added 4.56%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,512
shares
|
$321,693
0.13% of portfolio
|
Q3 2023
Added 11.01%
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Aug 06, 2024 Q2 2024 |
1,508
shares
|
$320,842
0.16% of portfolio
|
Q2 2024
Added 310.9%
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,501
shares
|
$319,352
0.23% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
Hc Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
1,500
shares
|
$319,140
0.31% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 08, 2024 Q2 2024 |
1,500
shares
|
$319,140
0.28% of portfolio
|
Q4 2022
Reduced 23.7%
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
1,498
shares
|
$318,714
0.2% of portfolio
|
Q3 2021
Reduced 12.04%
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
1,492
shares
|
$317,437
0.29% of portfolio
|
Q4 2023
Reduced 89.09%
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,485
shares
|
$315,948
0.04% of portfolio
|
Q4 2021
Reduced 40.24%
|