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 |
|---|---|---|---|---|---|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
5,710
shares
|
$1.17 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
5,696
shares
|
$1.17 Million
0.17% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
5,680
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
5,677
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
5,651
shares
|
$1.16 Million
0.54% of portfolio
|
Q3 2024
Reduced 36.46%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
5,645
shares
|
$1.16 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
5,642
shares
|
$1.16 Million
0.15% of portfolio
|
Q2 2024
Added 128.79%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
5,640
shares
|
$1.16 Million
0.24% of portfolio
|
Q3 2024
Reduced 45.86%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
5,633
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
5,613
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
5,600
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,586
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2024
Added 24.35%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
5,584
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
5,567
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 57.44%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,537
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
5,533
shares
|
$1.14 Million
0.98% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
5,511
shares
|
$1.13 Million
0.82% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
5,500
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2024
Reduced 30.32%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
5,463
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
5,451
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
5,448
shares
|
$1.12 Million
0.32% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,419
shares
|
$1.11 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Nov 13, 2024 Q3 2024 |
5,408
shares
|
$1.11 Million
1.33% of portfolio
|
Q3 2024
Added 48.86%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
5,408
shares
|
$1.11 Million
0.32% of portfolio
|
Q2 2022
Reduced 4.9%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 02, 2024 Q3 2024 |
5,403
shares
|
$1.11 Million
0.72% of portfolio
|
Q2 2024
Reduced 0.92%
|