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 |
|---|---|---|---|---|---|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
19,853
shares
|
$4.15 Million
0.56% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
19,795
shares
|
$4.14 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
19,721
shares
|
$4.12 Million
1.1% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
19,712
shares
|
$4.12 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
19,671
shares
|
$4.11 Million
0.71% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
19,618
shares
|
$4.1 Million
2.04% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,611
shares
|
$4.1 Million
0.16% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
19,591
shares
|
$4.09 Million
0.13% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
19,565
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
19,562
shares
|
$4.09 Million
0.65% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
19,552
shares
|
$4.09 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,294
shares
|
$4.03 Million
0.09% of portfolio
|
Q3 2024
Reduced 39.12%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
19,286
shares
|
$4.03 Million
0.32% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
19,281
shares
|
$4.03 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
19,191
shares
|
$4.01 Million
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
19,177
shares
|
$4.01 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
19,116
shares
|
$4 Million
1.64% of portfolio
|
Q4 2023
Reduced 59.75%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
19,022
shares
|
$3.98 Million
1.26% of portfolio
|
Q3 2024
Added 58.79%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
18,965
shares
|
$3.96 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
18,952
shares
|
$3.96 Million
0.01% of portfolio
|
Q2 2023
Added 1.84%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
18,786
shares
|
$3.93 Million
0.08% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,698
shares
|
$3.91 Million
0.13% of portfolio
|
Q2 2020
Added 19.85%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
18,637
shares
|
$3.9 Million
1.0% of portfolio
|
Q3 2024
Reduced 14.72%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
18,472
shares
|
$3.86 Million
0.08% of portfolio
|
Q3 2024
Added 40.28%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
18,427
shares
|
$3.85 Million
2.85% of portfolio
|
Q3 2024
Added 0.41%
|