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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
15,228
shares
|
$3.18 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
15,156
shares
|
$3.17 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Graphene Investments Sas
Paris, I0 |
Oct 15, 2024 Q3 2024 |
15,100
shares
|
$3.16 Million
2.01% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
15,091
shares
|
$3.15 Million
0.25% of portfolio
|
Q1 2019
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
15,088
shares
|
$3.15 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
15,064
shares
|
$3.15 Million
0.2% of portfolio
|
Q4 2023
Reduced 21.76%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
15,034
shares
|
$3.14 Million
0.07% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
14,986
shares
|
$3.13 Million
0.96% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
14,804
shares
|
$3.09 Million
0.06% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
14,776
shares
|
$3.09 Million
0.02% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,769
shares
|
$3.09 Million
0.03% of portfolio
|
Q3 2024
Added 22.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
14,764
shares
|
$3.09 Million
0.06% of portfolio
|
Q3 2024
Added 217.16%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
14,740
shares
|
$3.08 Million
1.46% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
14,668
shares
|
$3.07 Million
2.3% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
14,644
shares
|
$3.06 Million
0.41% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
14,632
shares
|
$3.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
14,605
shares
|
$3.05 Million
1.12% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
14,553
shares
|
$3.04 Million
1.51% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
14,489
shares
|
$3.03 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,310
shares
|
$2.99 Million
0.07% of portfolio
|
Q4 2023
Added 0.27%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,289
shares
|
$2.99 Million
0.09% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
14,283
shares
|
$2.99 Million
1.0% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
14,220
shares
|
$2.97 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
14,101
shares
|
$2.95 Million
1.04% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
14,089
shares
|
$2.94 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.93%
|