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 |
---|---|---|---|---|---|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 14, 2024 Q2 2024 |
1,485
shares
|
$315,948
0.28% of portfolio
|
Q2 2024
Added 67.23%
|
|
Vigilare Wealth Management
|
Jul 15, 2024 Q2 2024 |
1,480
shares
|
$314,884
0.14% of portfolio
|
Q2 2024
Added 0.07%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
1,479
shares
|
$314,672
0.01% of portfolio
|
Q2 2024
Reduced 49.25%
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,479
shares
|
$314,672
0.0% of portfolio
|
Q2 2024
Added 21.73%
|
|
Grandfield & Dodd, LLC
|
Aug 09, 2024 Q2 2024 |
1,475
shares
|
$313,821
0.02% of portfolio
|
Q4 2022
Added 5.36%
|
|
Chesapeake Wealth Management
|
Aug 13, 2024 Q2 2024 |
1,474
shares
|
$313,608
0.11% of portfolio
|
Q2 2024
Reduced 6.83%
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,471
shares
|
$312,969
0.03% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,470
shares
|
$312,757
0.01% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
1,469
shares
|
$312,544
0.11% of portfolio
|
Q2 2024
New holding
|
|
Ballast Advisors LLC
|
Jul 26, 2024 Q2 2024 |
1,467
shares
|
$312,118
0.1% of portfolio
|
Q2 2024
Reduced 12.94%
|
|
Sigma Investment Counselors Inc
|
Jul 25, 2024 Q2 2024 |
1,462
shares
|
$311,055
0.02% of portfolio
|
Q2 2023
Added 2.02%
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
1,462
shares
|
$311,055
0.02% of portfolio
|
Q2 2024
New holding
|
|
Somerville Kurt F
|
Aug 12, 2024 Q2 2024 |
1,460
shares
|
$310,629
0.05% of portfolio
|
Q1 2024
Reduced 9.88%
|
|
Obsidian Personal Planning Solutions LLC
|
Jul 25, 2024 Q2 2024 |
1,450
shares
|
$308,502
0.19% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,449
shares
|
$308,289
0.05% of portfolio
|
Q3 2024
Added 20.85%
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
1,447
shares
|
$307,863
0.08% of portfolio
|
Q3 2024
Added 0.98%
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
1,445
shares
|
$307,438
0.05% of portfolio
|
Q2 2024
Reduced 6.71%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jul 30, 2024 Q2 2024 |
1,441
shares
|
$306,587
0.02% of portfolio
|
Q2 2024
Added 0.07%
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
1,439
shares
|
$306,161
0.26% of portfolio
|
Q2 2024
Added 0.14%
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
1,436
shares
|
$305,523
0.04% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,435
shares
|
$305,310
0.04% of portfolio
|
Q2 2024
Added 1.41%
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
1,430
shares
|
$304,246
0.02% of portfolio
|
Q3 2022
Added 5.15%
|
|
Powell Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
1,427
shares
|
$303,608
0.16% of portfolio
|
Q4 2022
Reduced 14.86%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
1,424
shares
|
$302,970
0.19% of portfolio
|
Q2 2024
Added 4985.71%
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
1,422
shares
|
$302,544
0.16% of portfolio
|
Q1 2024
New holding
|