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 |
|---|---|---|---|---|---|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
31,553
shares
|
$6.59 Million
2.6% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
31,367
shares
|
$6.56 Million
0.42% of portfolio
|
Q3 2024
Added 67.2%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
31,287
shares
|
$6.54 Million
0.03% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
31,246
shares
|
$6.53 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
30,647
shares
|
$6.41 Million
0.32% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Windward Capital Management CO
|
Nov 01, 2024 Q3 2024 |
30,637
shares
|
$6.4 Million
0.51% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
30,622
shares
|
$6.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
30,590
shares
|
$6.39 Million
0.73% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
30,293
shares
|
$6.33 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
30,162
shares
|
$6.3 Million
1.09% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
30,091
shares
|
$6.29 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
30,076
shares
|
$6.29 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
29,943
shares
|
$6.26 Million
0.06% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
29,777
shares
|
$6.22 Million
0.19% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
29,774
shares
|
$6.22 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
29,629
shares
|
$6.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
29,400
shares
|
$6.14 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
29,139
shares
|
$6.09 Million
1.6% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
29,013
shares
|
$6.06 Million
0.95% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
28,966
shares
|
$6.05 Million
0.09% of portfolio
|
Q4 2022
Reduced 14.98%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
28,929
shares
|
$6.05 Million
1.41% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
28,850
shares
|
$6.03 Million
0.39% of portfolio
|
Q2 2024
Added 37.38%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
28,600
shares
|
$5.98 Million
0.75% of portfolio
|
Q3 2024
Added 707.45%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
28,478
shares
|
$5.95 Million
0.25% of portfolio
|
Q3 2024
Added 300.65%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
28,462
shares
|
$5.95 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.38%
|