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 2,420 institutions that hold shares in the stock, with a total of 338 Million shares, which have been reported (via 13F filing form) to have a value of $79.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
6
shares
|
$1,408
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
6
shares
|
$1,408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
6
shares
|
$1,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
5
shares
|
$1,173
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$1,173
0.0% of portfolio
|
Q2 2023
Reduced 91.67%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
5
shares
|
$1,173
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
5
shares
|
$1,173
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
4
shares
|
$939
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
4
shares
|
$939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
4
shares
|
$939
0.01% of portfolio
|
Q1 2025
Reduced 92.59%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2
shares
|
$469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1
shares
|
$234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$234
0.0% of portfolio
|
Q1 2025
Reduced 95.83%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|