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 |
|---|---|---|---|---|---|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
21,510
shares
|
$4.5 Million
0.43% of portfolio
|
Q3 2023
Added 36.88%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
21,473
shares
|
$4.49 Million
0.3% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
21,423
shares
|
$4.48 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
21,402
shares
|
$4.47 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
21,256
shares
|
$4.44 Million
0.66% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
21,245
shares
|
$4.44 Million
0.11% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
21,233
shares
|
$4.44 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
20,909
shares
|
$4.37 Million
0.13% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
20,904
shares
|
$4.37 Million
0.38% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
20,870
shares
|
$4.36 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
20,782
shares
|
$4.34 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
20,749
shares
|
$4.34 Million
0.33% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
20,734
shares
|
$4.33 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
20,607
shares
|
$4.31 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
20,600
shares
|
$4.31 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
20,341
shares
|
$4.25 Million
0.86% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
20,191
shares
|
$4.22 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 28, 2024 Q3 2024 |
20,181
shares
|
$4.22 Million
2.68% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
20,160
shares
|
$4.21 Million
0.04% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
20,123
shares
|
$4.21 Million
0.82% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
20,054
shares
|
$4.19 Million
0.23% of portfolio
|
Q3 2022
Added 0.33%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
20,051
shares
|
$4.19 Million
0.22% of portfolio
|
Q2 2022
Reduced 1.39%
|
|
|
Opus Investment Management Inc
|
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$4.18 Million
2.92% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
19,981
shares
|
$4.18 Million
0.12% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
19,945
shares
|
$4.17 Million
0.13% of portfolio
|
Q3 2024
Added 0.69%
|