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 |
|---|---|---|---|---|---|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
6,061
shares
|
$1.25 Million
0.53% of portfolio
|
Q3 2024
Added 125.82%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
6,053
shares
|
$1.24 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,050
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,050
shares
|
$1.24 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
6,013
shares
|
$1.24 Million
0.99% of portfolio
|
Q2 2022
Reduced 12.89%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
6,011
shares
|
$1.23 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
6,001
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 31.05%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
5,976
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
5,957
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
5,955
shares
|
$1.22 Million
0.81% of portfolio
|
Q1 2022
Reduced 0.08%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
5,935
shares
|
$1.22 Million
0.14% of portfolio
|
Q2 2024
Added 8.9%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
5,908
shares
|
$1.21 Million
0.48% of portfolio
|
Q3 2024
Added 19.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,899
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
5,887
shares
|
$1.21 Million
0.48% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
5,881
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
5,871
shares
|
$1.21 Million
0.18% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
5,857
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
5,807
shares
|
$1.19 Million
0.35% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
5,803
shares
|
$1.19 Million
0.24% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,788
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2022
Added 242.69%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
5,777
shares
|
$1.19 Million
0.16% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
5,771
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.25%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
5,759
shares
|
$1.18 Million
0.38% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
5,723
shares
|
$1.18 Million
0.49% of portfolio
|
Q1 2024
Added 2.69%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
5,722
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2024
Added 1.08%
|