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 |
---|---|---|---|---|---|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
1,254
shares
|
$266,801
0.03% of portfolio
|
Q2 2024
Reduced 20.08%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
1,248
shares
|
$265,524
0.05% of portfolio
|
Q2 2024
New holding
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
1,242
shares
|
$264,247
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
Oak Thistle LLC
|
Aug 06, 2024 Q2 2024 |
1,242
shares
|
$264,247
0.2% of portfolio
|
Q2 2024
Reduced 33.69%
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Aug 02, 2024 Q2 2024 |
1,242
shares
|
$264,247
0.28% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
1,241
shares
|
$264,035
0.02% of portfolio
|
Q2 2024
New holding
|
|
West Michigan Advisors, LLC
Holland, MI |
Aug 05, 2024 Q2 2024 |
1,238
shares
|
$263,396
0.09% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
1,236
shares
|
$262,971
0.1% of portfolio
|
Q3 2024
Added 0.08%
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jul 31, 2024 Q2 2024 |
1,235
shares
|
$262,758
0.2% of portfolio
|
Q2 2024
Reduced 8.18%
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 09, 2024 Q3 2024 |
1,225
shares
|
$260,631
0.2% of portfolio
|
Q4 2023
New holding
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
1,225
shares
|
$260,631
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
1,219
shares
|
$259,354
0.08% of portfolio
|
Q2 2024
Reduced 5.5%
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 12, 2024 Q2 2024 |
1,218
shares
|
$259,141
0.05% of portfolio
|
Q2 2024
Reduced 19.07%
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
1,208
shares
|
$257,014
0.08% of portfolio
|
Q3 2024
Added 18.08%
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 09, 2024 Q2 2024 |
1,207
shares
|
$256,801
0.16% of portfolio
|
Q2 2024
Added 1.0%
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
1,207
shares
|
$256,801
0.01% of portfolio
|
Q2 2024
New holding
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 17, 2024 Q2 2024 |
1,206
shares
|
$256,588
0.03% of portfolio
|
Q2 2024
Added 25.76%
|
|
Pb Mares Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
1,202
shares
|
$255,737
0.06% of portfolio
|
Q4 2023
New holding
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jul 30, 2024 Q2 2024 |
1,200
shares
|
$255,312
0.02% of portfolio
|
Q2 2024
New holding
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 17, 2024 Q2 2024 |
1,196
shares
|
$254,460
0.0% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
1,193
shares
|
$253,822
0.01% of portfolio
|
Q2 2024
New holding
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
1,192
shares
|
$253,609
0.06% of portfolio
|
Q1 2024
New holding
|
|
First Financial Corp
|
Jul 11, 2024 Q2 2024 |
1,191
shares
|
$253,397
0.13% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
1,190
shares
|
$253,184
0.08% of portfolio
|
Q2 2024
Added 0.34%
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
1,190
shares
|
$253,184
0.03% of portfolio
|
Q3 2024
Added 17.01%
|