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 |
|---|---|---|---|---|---|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
7,950
shares
|
$1.63 Million
1.16% of portfolio
|
Q3 2024
Reduced 17.4%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
7,931
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Added 144.63%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
7,928
shares
|
$1.63 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
7,876
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
7,842
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2024
Added 20.98%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
7,833
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
7,825
shares
|
$1.61 Million
0.17% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,811
shares
|
$1.6 Million
1.36% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
7,774
shares
|
$1.6 Million
0.12% of portfolio
|
Q4 2022
Reduced 42.84%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 13, 2024 Q4 2019 |
7,762
shares
|
$1.59 Million
0.39% of portfolio
|
Q4 2019
New holding
|
|
|
Mcrae Capital Management Inc
|
Oct 24, 2024 Q3 2024 |
7,585
shares
|
$1.56 Million
0.32% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
7,561
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,527
shares
|
$1.55 Million
0.07% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
7,490
shares
|
$1.54 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
7,486
shares
|
$1.54 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
7,463
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
7,422
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
7,380
shares
|
$1.52 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,377
shares
|
$1.52 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.8%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
7,361
shares
|
$1.51 Million
1.47% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
7,332
shares
|
$1.51 Million
0.28% of portfolio
|
Q3 2023
Reduced 4.87%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
7,314
shares
|
$1.5 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
7,312
shares
|
$1.5 Million
0.38% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
7,300
shares
|
$1.5 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
7,276
shares
|
$1.49 Million
0.35% of portfolio
|
Q3 2024
Added 21.96%
|