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 |
---|---|---|---|---|---|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
1,308
shares
|
$278,290
0.21% of portfolio
|
Q2 2024
New holding
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,306
shares
|
$277,864
0.36% of portfolio
|
Q2 2022
New holding
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
1,300
shares
|
$276,588
0.05% of portfolio
|
Q3 2022
New holding
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 24, 2024 Q2 2024 |
1,300
shares
|
$276,588
0.28% of portfolio
|
Q4 2023
New holding
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2024 Q2 2024 |
1,300
shares
|
$276,588
0.01% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Allstate Corp
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
1,300
shares
|
$276,588
0.02% of portfolio
|
Q1 2024
Reduced 5.66%
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,299
shares
|
$276,375
0.02% of portfolio
|
Q3 2024
Added 2.61%
|
|
Essex Savings Bank
|
Jul 23, 2024 Q2 2024 |
1,295
shares
|
$275,524
0.07% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Genesee Capital Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
1,290
shares
|
$274,460
0.14% of portfolio
|
Q2 2024
Added 0.39%
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 14, 2024 Q2 2024 |
1,290
shares
|
$274,460
0.05% of portfolio
|
Q2 2024
Added 0.08%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
1,289
shares
|
$274,247
0.01% of portfolio
|
Q2 2024
Added 9.42%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
1,289
shares
|
$274,247
0.02% of portfolio
|
Q2 2024
Added 1.66%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
1,287
shares
|
$273,822
0.02% of portfolio
|
Q3 2024
Added 15.22%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,282
shares
|
$272,758
0.01% of portfolio
|
Q1 2023
New holding
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
1,278
shares
|
$271,907
0.04% of portfolio
|
Q3 2024
Added 6.5%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
1,278
shares
|
$271,907
0.02% of portfolio
|
Q2 2024
Added 5.71%
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,273
shares
|
$270,843
0.08% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,273
shares
|
$270,843
0.04% of portfolio
|
Q3 2022
New holding
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
1,273
shares
|
$270,843
0.05% of portfolio
|
Q2 2024
Reduced 5.14%
|
|
Vectors Research Management, LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
1,272
shares
|
$270,630
0.08% of portfolio
|
Q2 2024
Added 0.16%
|
|
Sns Financial Group, LLC
|
Jul 25, 2024 Q2 2024 |
1,271
shares
|
$270,417
0.03% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
1,269
shares
|
$269,992
0.06% of portfolio
|
Q3 2024
Reduced 14.2%
|
|
Winthrop Advisory Group LLC
|
Jul 18, 2024 Q2 2024 |
1,268
shares
|
$269,779
0.04% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Jul 17, 2024 Q2 2024 |
1,268
shares
|
$269,779
0.17% of portfolio
|
Q2 2024
New holding
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2024 Q2 2024 |
1,256
shares
|
$267,226
0.03% of portfolio
|
Q2 2024
New holding
|