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 |
|---|---|---|---|---|---|
|
Hartline Investment Corp
Winnetka, IL |
Nov 05, 2024 Q3 2024 |
12,023
shares
|
$2.51 Million
0.31% of portfolio
|
Q2 2024
Added 223.37%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
12,007
shares
|
$2.51 Million
0.75% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
11,992
shares
|
$2.51 Million
0.06% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
11,981
shares
|
$2.5 Million
0.18% of portfolio
|
Q2 2024
Reduced 5.16%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
11,973
shares
|
$2.5 Million
0.62% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,947
shares
|
$2.5 Million
0.02% of portfolio
|
Q2 2022
Added 0.56%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
11,923
shares
|
$2.49 Million
0.19% of portfolio
|
Q3 2024
Added 27.85%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,922
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
11,847
shares
|
$2.48 Million
0.3% of portfolio
|
Q1 2024
Added 2.76%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
11,805
shares
|
$2.47 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
11,770
shares
|
$2.46 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,757
shares
|
$2.46 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
11,680
shares
|
$2.44 Million
0.16% of portfolio
|
Q3 2024
Added 519.96%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
11,663
shares
|
$2.44 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
11,641
shares
|
$2.43 Million
0.62% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
11,633
shares
|
$2.43 Million
0.97% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
11,574
shares
|
$2.42 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,522
shares
|
$2.41 Million
0.26% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
11,501
shares
|
$2.4 Million
0.55% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
11,500
shares
|
$2.4 Million
1.97% of portfolio
|
Q2 2022
New holding
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
11,471
shares
|
$2.4 Million
0.66% of portfolio
|
Q3 2024
Added 30.65%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
11,435
shares
|
$2.39 Million
0.04% of portfolio
|
Q3 2024
Added 491.57%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
11,427
shares
|
$2.39 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
11,379
shares
|
$2.38 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
11,249
shares
|
$2.35 Million
0.31% of portfolio
|
Q3 2024
Added 2.11%
|