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 395 institutions that hold shares in the stock, with a total of 65 Million shares, which have been reported (via 13F filing form) to have a value of $7.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
201
shares
|
$22,021
0.0% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
198
shares
|
$21,692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
168
shares
|
$18,406
0.0% of portfolio
|
Q1 2025
Reduced 30.29%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
155
shares
|
$16,981
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
154
shares
|
$16,872
0.0% of portfolio
|
Q1 2025
Reduced 57.69%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
152
shares
|
$16,653
0.02% of portfolio
|
Q1 2025
Added 46.15%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
150
shares
|
$16,434
0.01% of portfolio
|
Q2 2025
Reduced 19.35%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
148
shares
|
$16,214
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
142
shares
|
$15,557
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
134
shares
|
$14,681
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
134
shares
|
$14,681
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
132
shares
|
$14,461
0.0% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
124
shares
|
$13,585
0.01% of portfolio
|
Q1 2025
Reduced 55.07%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
122
shares
|
$13,366
0.0% of portfolio
|
Q2 2024
Reduced 15.15%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
120
shares
|
$13,147
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
114
shares
|
$12,489
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
105
shares
|
$11,503
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
100
shares
|
$10,956
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
85
shares
|
$9,312
0.0% of portfolio
|
Q1 2025
Added 129.73%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
80
shares
|
$8,764
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
75
shares
|
$8,217
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
71
shares
|
$7,778
0.0% of portfolio
|
Q2 2025
Added 39.22%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
61
shares
|
$6,683
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
61
shares
|
$6,683
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
52
shares
|
$5,697
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|