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 $67.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
16,727
shares
|
$3.44 Million
0.43% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
16,679
shares
|
$3.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.12%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
16,594
shares
|
$3.41 Million
1.62% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
16,581
shares
|
$3.41 Million
0.03% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
16,578
shares
|
$3.41 Million
0.19% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
16,470
shares
|
$3.38 Million
0.03% of portfolio
|
Q3 2024
Added 19.64%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
16,445
shares
|
$3.38 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
16,363
shares
|
$3.36 Million
1.67% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
16,335
shares
|
$3.36 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
16,334
shares
|
$3.36 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
16,234
shares
|
$3.33 Million
0.08% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
16,137
shares
|
$3.32 Million
0.13% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
16,084
shares
|
$3.3 Million
0.1% of portfolio
|
Q3 2024
Added 25.3%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,056
shares
|
$3.3 Million
0.5% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
16,013
shares
|
$3.29 Million
0.09% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
15,943
shares
|
$3.28 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
15,837
shares
|
$3.25 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
15,767
shares
|
$3.24 Million
1.61% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
15,688
shares
|
$3.22 Million
0.09% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
15,538
shares
|
$3.19 Million
0.18% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
15,439
shares
|
$3.17 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
15,425
shares
|
$3.17 Million
0.39% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
15,316
shares
|
$3.15 Million
0.35% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
15,231
shares
|
$3.13 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
15,228
shares
|
$3.13 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.49%
|