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 421 institutions that hold shares in the stock, with a total of 66.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
52
shares
|
$4,638
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
49
shares
|
$4,370
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
41
shares
|
$3,657
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
40
shares
|
$3,568
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
37
shares
|
$3,300
0.0% of portfolio
|
Q2 2023
Reduced 93.17%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
35
shares
|
$3,122
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
33
shares
|
$2,943
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
33
shares
|
$2,943
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
30
shares
|
$2,676
0.0% of portfolio
|
Q3 2025
Reduced 75.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
30
shares
|
$2,676
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
29
shares
|
$2,586
0.0% of portfolio
|
Q3 2025
Added 45.0%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
29
shares
|
$2,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
25
shares
|
$2,230
0.0% of portfolio
|
Q3 2025
Reduced 55.36%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
24
shares
|
$2,140
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
21
shares
|
$1,873
0.0% of portfolio
|
Q2 2023
Added 31.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
21
shares
|
$1,873
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
18
shares
|
$1,605
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
18
shares
|
$1,605
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
15
shares
|
$1,338
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
15
shares
|
$1,338
0.0% of portfolio
|
Q1 2025
Reduced 51.61%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
14
shares
|
$1,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
14
shares
|
$1,248
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
12
shares
|
$1,070
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
10
shares
|
$892
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
8
shares
|
$713
0.0% of portfolio
|
Q3 2025
Added 300.0%
|
|