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 $70.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
500
shares
|
$106,540
0.04% of portfolio
|
Q1 2024
Reduced 35.48%
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
487
shares
|
$103,769
0.04% of portfolio
|
Q2 2024
Added 3.62%
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
486
shares
|
$103,556
0.01% of portfolio
|
Q1 2024
Added 3.18%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
479
shares
|
$102,065
0.16% of portfolio
|
Q2 2024
Added 0.63%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
467
shares
|
$99,508
0.01% of portfolio
|
Q3 2022
Reduced 5.47%
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
465
shares
|
$99,082
0.18% of portfolio
|
Q3 2022
Reduced 17.41%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
459
shares
|
$97,803
0.02% of portfolio
|
Q1 2024
Reduced 24.01%
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
453
shares
|
$96,525
0.01% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
Spirit Of America Management Corp
|
Jul 25, 2024 Q2 2024 |
450
shares
|
$95,886
0.02% of portfolio
|
Q2 2024
Added 80.0%
|
|
Citizens National Bank Trust Department
|
Jul 22, 2024 Q2 2024 |
450
shares
|
$95,886
0.02% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
447
shares
|
$95,246
0.02% of portfolio
|
Q4 2023
Reduced 26.84%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
440
shares
|
$93,755
0.01% of portfolio
|
Q2 2024
Added 209.86%
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
435
shares
|
$92,689
0.02% of portfolio
|
Q3 2024
Reduced 29.61%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2024 Q2 2024 |
430
shares
|
$91,624
0.03% of portfolio
|
Q2 2024
New holding
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
415
shares
|
$88,428
0.08% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 13, 2024 Q2 2024 |
413
shares
|
$88,002
0.04% of portfolio
|
Q3 2023
Reduced 36.36%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
410
shares
|
$87,362
0.01% of portfolio
|
Q1 2024
Reduced 79.13%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
401
shares
|
$85,445
0.02% of portfolio
|
Q1 2024
Added 9.86%
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
400
shares
|
$85,232
0.06% of portfolio
|
Q2 2023
New holding
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
390
shares
|
$83,101
0.02% of portfolio
|
Q4 2022
Reduced 43.48%
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 22, 2024 Q2 2024 |
385
shares
|
$82,035
0.02% of portfolio
|
Q2 2024
New holding
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
378
shares
|
$80,544
0.02% of portfolio
|
Q2 2023
Added 9.25%
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
370
shares
|
$78,839
0.03% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 13, 2024 Q2 2024 |
369
shares
|
$78,626
0.0% of portfolio
|
Q2 2024
New holding
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jul 16, 2024 Q2 2024 |
354
shares
|
$75,430
0.05% of portfolio
|
Q2 2024
Added 3.51%
|