Institutional Ownership Casella Waste Systems Inc (CWST)
This table provides information about the institutional ownership of Casella Waste Systems Inc (CWST). We have compiled data on the 354 institutions that hold shares in the stock, with a total of 63.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
65
shares
|
$7,316
0.0% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
60
shares
|
$6,753
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
60
shares
|
$6,753
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$5,628
0.0% of portfolio
|
Q1 2024
Reduced 54.13%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
49
shares
|
$5,515
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
45
shares
|
$5,065
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
40
shares
|
$4,502
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
37
shares
|
$4,164
0.0% of portfolio
|
Q2 2023
Reduced 93.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
37
shares
|
$4,164
0.0% of portfolio
|
Q2 2024
Added 19.35%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
34
shares
|
$3,827
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
33
shares
|
$3,714
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
33
shares
|
$3,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
33
shares
|
$3,714
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
32
shares
|
$3,601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
27
shares
|
$3,039
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
24
shares
|
$2,701
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
24
shares
|
$2,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
21
shares
|
$2,363
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
21
shares
|
$2,363
0.0% of portfolio
|
Q2 2023
Added 31.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
15
shares
|
$1,688
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
13
shares
|
$1,463
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
10
shares
|
$1,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
7
shares
|
$787
0.0% of portfolio
|
Q1 2022
Reduced 12.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
6
shares
|
$675
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
5
shares
|
$562
0.0% of portfolio
|
Q1 2024
Reduced 28.57%
|