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 |
---|---|---|---|---|---|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
105
shares
|
$22,373
0.01% of portfolio
|
Q3 2023
Reduced 59.77%
|
|
Richardson Financial Services Inc.
Medway, MA |
Aug 12, 2024 Q2 2024 |
105
shares
|
$22,373
0.02% of portfolio
|
Q2 2024
Reduced 21.64%
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
103
shares
|
$21,947
0.0% of portfolio
|
Q2 2024
Reduced 49.26%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
103
shares
|
$21,947
0.02% of portfolio
|
Q1 2024
Added 56.06%
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
102
shares
|
$21,734
0.01% of portfolio
|
Q4 2019
New holding
|
|
Altshuler Shaham LTD
|
Aug 14, 2024 Q2 2024 |
102
shares
|
$21,734
0.0% of portfolio
|
Q2 2024
Reduced 12.07%
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 15, 2024 Q2 2024 |
102
shares
|
$21,734
0.0% of portfolio
|
Q2 2023
New holding
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
100
shares
|
$21,308
0.0% of portfolio
|
Q4 2022
Reduced 20.63%
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
100
shares
|
$21,308
0.01% of portfolio
|
Q1 2024
New holding
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 25, 2024 Q2 2024 |
100
shares
|
$21,308
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
92
shares
|
$19,603
0.01% of portfolio
|
Q2 2024
Added 1.1%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
92
shares
|
$19,603
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
90
shares
|
$19,177
0.01% of portfolio
|
Q1 2024
Reduced 78.0%
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
89
shares
|
$18,964
0.01% of portfolio
|
Q2 2024
Added 1171.43%
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
88
shares
|
$18,751
0.01% of portfolio
|
Q4 2023
New holding
|
|
4 Thought Financial Group Inc.
|
Jul 29, 2024 Q2 2024 |
85
shares
|
$18,111
0.01% of portfolio
|
Q4 2023
New holding
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 08, 2024 Q2 2024 |
85
shares
|
$18,111
0.01% of portfolio
|
Q2 2024
Added 2.41%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
84
shares
|
$17,898
0.0% of portfolio
|
Q2 2023
Reduced 96.71%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
84
shares
|
$17,898
0.01% of portfolio
|
Q2 2023
New holding
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
81
shares
|
$17,259
0.0% of portfolio
|
Q2 2023
Reduced 78.74%
|
|
Maryland Capital Advisors Inc.
|
Jul 25, 2024 Q2 2024 |
80
shares
|
$17,046
0.01% of portfolio
|
Q2 2022
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
80
shares
|
$17,046
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
78
shares
|
$16,620
0.01% of portfolio
|
Q4 2021
New holding
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
78
shares
|
$16,620
0.01% of portfolio
|
Q2 2024
Reduced 17.89%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
77
shares
|
$16,407
0.01% of portfolio
|
Q4 2019
Reduced 56.5%
|