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 |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
10,381
shares
|
$2.13 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
10,372
shares
|
$2.13 Million
0.54% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,340
shares
|
$2.12 Million
0.12% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
10,297
shares
|
$2.12 Million
0.51% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
10,193
shares
|
$2.09 Million
0.61% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
10,189
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
10,018
shares
|
$2.06 Million
0.15% of portfolio
|
Q3 2022
Added 62.26%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
9,992
shares
|
$2.05 Million
1.13% of portfolio
|
Q1 2024
Added 1.49%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
9,926
shares
|
$2.04 Million
0.13% of portfolio
|
Q3 2023
Reduced 2.55%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,896
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2024
Added 23.67%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,887
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
9,860
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,798
shares
|
$2.01 Million
1.01% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,788
shares
|
$2.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
9,763
shares
|
$2.01 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
9,731
shares
|
$2 Million
0.91% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
9,713
shares
|
$2 Million
0.4% of portfolio
|
Q4 2022
Added 577.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
9,681
shares
|
$1.99 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 07, 2024 Q3 2024 |
9,668
shares
|
$1.99 Million
1.3% of portfolio
|
Q2 2024
Reduced 11.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,661
shares
|
$1.98 Million
0.06% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
9,634
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2024
Added 21.55%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
9,595
shares
|
$1.97 Million
1.76% of portfolio
|
Q3 2022
New holding
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
9,593
shares
|
$1.97 Million
0.5% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
9,581
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2024
Added 2.11%
|