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 |
---|---|---|---|---|---|
Angeles Investment Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
1,419
shares
|
$301,906
0.02% of portfolio
|
Q2 2024
Added 4.49%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
1,417
shares
|
$301,480
0.03% of portfolio
|
Q2 2024
Added 21.01%
|
|
Clifford Swan Investment Counsel LLC
|
Aug 06, 2024 Q2 2024 |
1,415
shares
|
$301,055
0.01% of portfolio
|
Q2 2024
Reduced 7.46%
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 12, 2024 Q2 2024 |
1,413
shares
|
$300,629
0.02% of portfolio
|
Q2 2024
Added 3.67%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
1,409
shares
|
$299,778
0.02% of portfolio
|
Q2 2024
Added 0.71%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
1,405
shares
|
$298,927
0.07% of portfolio
|
Q4 2023
Reduced 18.31%
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
1,404
shares
|
$298,715
0.01% of portfolio
|
Q2 2024
Added 1.01%
|
|
Berkeley Capital Partners, LLC
|
Aug 14, 2024 Q2 2024 |
1,404
shares
|
$298,715
0.09% of portfolio
|
Q2 2024
Added 7.92%
|
|
Wendell David Associates Inc
|
Jul 22, 2024 Q2 2024 |
1,403
shares
|
$298,502
0.03% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
Diamant Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,400
shares
|
$297,864
0.2% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
1,398
shares
|
$297,438
0.17% of portfolio
|
Q2 2024
Reduced 11.18%
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
1,394
shares
|
$296,587
0.01% of portfolio
|
Q3 2024
Added 5.69%
|
|
Sterling Investment Advisors, Ltd.
|
Aug 05, 2024 Q2 2024 |
1,382
shares
|
$294,034
0.08% of portfolio
|
Q1 2024
Added 0.07%
|
|
Northstar Asset Management LLC
|
Jul 18, 2024 Q2 2024 |
1,380
shares
|
$293,608
0.07% of portfolio
|
Q2 2024
Reduced 15.34%
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
1,380
shares
|
$293,608
0.15% of portfolio
|
Q2 2024
Added 3.76%
|
|
Vicus Capital
State College, PA |
Jul 23, 2024 Q2 2024 |
1,380
shares
|
$293,608
0.03% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
1,375
shares
|
$292,545
0.13% of portfolio
|
Q3 2021
New holding
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
1,370
shares
|
$291,481
0.03% of portfolio
|
Q3 2024
Added 10.93%
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Jul 19, 2024 Q2 2024 |
1,370
shares
|
$291,481
0.84% of portfolio
|
Q1 2024
New holding
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
1,369
shares
|
$291,268
0.0% of portfolio
|
Q1 2024
Reduced 11.96%
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
1,369
shares
|
$291,268
0.1% of portfolio
|
Q3 2023
Added 15.53%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
1,365
shares
|
$290,417
0.01% of portfolio
|
Q2 2024
Added 1.49%
|
|
Blossom Wealth Management
|
Jul 19, 2024 Q2 2024 |
1,365
shares
|
$290,417
0.63% of portfolio
|
Q2 2024
Added 1.49%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
1,365
shares
|
$290,417
0.01% of portfolio
|
Q2 2024
Reduced 22.09%
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
1,362
shares
|
$289,779
0.02% of portfolio
|
Q2 2024
Added 3.81%
|