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 |
---|---|---|---|---|---|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
1,131
shares
|
$240,631
0.12% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2024 Q2 2024 |
1,129
shares
|
$240,206
0.36% of portfolio
|
Q4 2023
New holding
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,116
shares
|
$237,440
0.04% of portfolio
|
Q3 2024
Added 4.69%
|
|
Consolidated Planning Corp
Atlanta, GA |
Aug 02, 2024 Q2 2024 |
1,115
shares
|
$237,227
0.04% of portfolio
|
Q1 2024
New holding
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,114
shares
|
$237,014
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2024 Q2 2024 |
1,114
shares
|
$237,014
0.0% of portfolio
|
Q2 2024
Added 11.4%
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 30, 2024 Q2 2024 |
1,114
shares
|
$237,014
0.29% of portfolio
|
Q2 2024
Added 2.86%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
1,111
shares
|
$236,376
0.02% of portfolio
|
Q2 2024
New holding
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2024 Q2 2024 |
1,111
shares
|
$236,376
0.12% of portfolio
|
Q2 2024
Added 2.87%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
1,108
shares
|
$235,738
0.03% of portfolio
|
Q2 2024
Reduced 29.7%
|
|
Excalibur Management Corp
|
Aug 09, 2024 Q2 2024 |
1,106
shares
|
$235,312
0.1% of portfolio
|
Q1 2024
New holding
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
1,104
shares
|
$234,887
0.07% of portfolio
|
Q2 2024
Added 0.09%
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 13, 2024 Q2 2024 |
1,102
shares
|
$234,461
0.03% of portfolio
|
Q2 2024
New holding
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
1,100
shares
|
$234,036
0.16% of portfolio
|
Q3 2024
Added 0.73%
|
|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
1,100
shares
|
$234,036
0.01% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
S&Co Inc
Boston, MA |
Aug 08, 2024 Q2 2024 |
1,100
shares
|
$234,036
0.02% of portfolio
|
Q1 2024
New holding
|
|
Washington Trust Advisors, Inc.
|
Jul 25, 2024 Q2 2024 |
1,098
shares
|
$233,610
0.02% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
1,097
shares
|
$233,397
0.02% of portfolio
|
Q2 2024
Added 0.73%
|
|
American Financial Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
1,093
shares
|
$232,546
0.03% of portfolio
|
Q2 2024
Added 0.09%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,092
shares
|
$232,333
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
Financial Guidance Group, Inc.
|
Aug 07, 2024 Q2 2024 |
1,092
shares
|
$232,333
0.16% of portfolio
|
Q1 2024
New holding
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,091
shares
|
$232,121
0.02% of portfolio
|
Q3 2024
Reduced 46.34%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
1,088
shares
|
$231,482
0.03% of portfolio
|
Q2 2024
Added 0.09%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
1,083
shares
|
$230,419
0.07% of portfolio
|
Q2 2024
Added 1204.82%
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,082
shares
|
$230,206
0.08% of portfolio
|
Q1 2024
New holding
|