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 2,188 institutions that hold shares in the stock, with a total of 327 Million shares, which have been reported (via 13F filing form) to have a value of $68.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
41,738
shares
|
$8.57 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
40,840
shares
|
$8.39 Million
2.67% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
40,446
shares
|
$8.31 Million
3.64% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
40,230
shares
|
$8.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
40,181
shares
|
$8.25 Million
2.21% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
40,133
shares
|
$8.24 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 12, 2024 Q3 2024 |
40,000
shares
|
$8.22 Million
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Palmer Knight CO
|
Oct 31, 2024 Q3 2024 |
39,843
shares
|
$8.18 Million
3.7% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
39,632
shares
|
$8.14 Million
0.68% of portfolio
|
Q3 2022
Added 3.41%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
39,203
shares
|
$8.05 Million
0.17% of portfolio
|
Q3 2024
Added 398.77%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
38,093
shares
|
$7.83 Million
0.17% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
37,910
shares
|
$7.79 Million
0.05% of portfolio
|
Q4 2022
Added 27.66%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
37,812
shares
|
$7.77 Million
0.18% of portfolio
|
Q3 2024
Reduced 30.75%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
37,754
shares
|
$7.76 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
37,682
shares
|
$7.74 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
37,542
shares
|
$7.71 Million
0.52% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
37,275
shares
|
$7.66 Million
0.09% of portfolio
|
Q3 2024
Added 25.68%
|
|
|
Jackson Square Partners, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
36,641
shares
|
$7.53 Million
0.66% of portfolio
|
Q3 2024
Reduced 26.91%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
36,326
shares
|
$7.46 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
36,086
shares
|
$7.41 Million
1.59% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
35,920
shares
|
$7.38 Million
0.1% of portfolio
|
Q2 2023
Added 4.12%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
35,028
shares
|
$7.2 Million
1.37% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
34,801
shares
|
$7.15 Million
0.84% of portfolio
|
Q2 2024
Added 2.66%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
34,737
shares
|
$7.14 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
34,480
shares
|
$7.08 Million
0.85% of portfolio
|
Q3 2024
Added 1518.78%
|