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 |
---|---|---|---|---|---|
Fi3 Financial Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
1,189
shares
|
$252,971
0.11% of portfolio
|
Q2 2024
Added 1.28%
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2024 Q2 2024 |
1,188
shares
|
$252,758
0.16% of portfolio
|
Q4 2023
New holding
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
1,184
shares
|
$251,907
0.02% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
1,184
shares
|
$251,907
0.07% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
1,182
shares
|
$251,482
0.02% of portfolio
|
Q2 2024
Added 2.6%
|
|
Kanawha Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
1,182
shares
|
$251,482
0.02% of portfolio
|
Q2 2024
Added 15.09%
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
1,180
shares
|
$251,056
0.03% of portfolio
|
Q4 2023
New holding
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2024 Q2 2024 |
1,180
shares
|
$251,056
0.02% of portfolio
|
Q2 2024
Reduced 14.12%
|
|
Optas, LLC
|
Jul 25, 2024 Q2 2024 |
1,178
shares
|
$250,631
0.07% of portfolio
|
Q2 2024
Added 10.4%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
1,178
shares
|
$250,631
0.12% of portfolio
|
Q2 2024
Added 9.68%
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
1,176
shares
|
$250,205
0.02% of portfolio
|
Q2 2024
Added 19.39%
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
1,171
shares
|
$249,141
0.08% of portfolio
|
Q2 2024
Reduced 24.01%
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 14, 2024 Q2 2024 |
1,169
shares
|
$248,716
0.08% of portfolio
|
Q4 2023
New holding
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
1,168
shares
|
$248,503
0.05% of portfolio
|
Q3 2024
Added 0.52%
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
1,166
shares
|
$248,078
0.07% of portfolio
|
Q2 2024
Added 17.66%
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 19, 2024 Q2 2024 |
1,166
shares
|
$248,078
0.13% of portfolio
|
Q2 2024
Added 16.48%
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,164
shares
|
$247,652
0.02% of portfolio
|
Q3 2024
Added 13.23%
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,164
shares
|
$247,652
0.02% of portfolio
|
Q4 2023
Reduced 43.93%
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2024 Q2 2024 |
1,155
shares
|
$245,737
0.05% of portfolio
|
Q2 2024
Reduced 44.23%
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
1,152
shares
|
$245,099
0.03% of portfolio
|
Q4 2023
New holding
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 09, 2024 Q2 2024 |
1,152
shares
|
$245,099
0.1% of portfolio
|
Q1 2024
New holding
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
1,150
shares
|
$244,674
0.02% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
Gray Wealth Management Inc.
Bangor, ME |
Aug 09, 2024 Q2 2024 |
1,148
shares
|
$244,248
0.11% of portfolio
|
Q1 2024
New holding
|
|
Tfc Financial Management
|
Jul 23, 2024 Q2 2024 |
1,133
shares
|
$241,057
0.04% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,133
shares
|
$241,057
0.12% of portfolio
|
Q2 2024
New holding
|