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 |
|---|---|---|---|---|---|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
5,396
shares
|
$1.11 Million
0.23% of portfolio
|
Q2 2024
Added 11630.43%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
5,358
shares
|
$1.1 Million
0.32% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
5,340
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 73.44%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,324
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
Added 43.12%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
5,320
shares
|
$1.09 Million
0.16% of portfolio
|
Q3 2024
Added 17.91%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
5,312
shares
|
$1.09 Million
0.31% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
5,232
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
5,211
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
5,201
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
5,198
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
5,176
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
5,162
shares
|
$1.06 Million
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
5,158
shares
|
$1.06 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,153
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2023
Added 3.7%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
5,145
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.89%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
5,141
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,130
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Added 23.85%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,126
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2024
Reduced 10.16%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,107
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,098
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2021
Added 1.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,084
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
5,060
shares
|
$1.04 Million
0.58% of portfolio
|
Q3 2024
Reduced 18.96%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
5,003
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.03 Million
0.43% of portfolio
|
Q4 2019
New holding
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2023
Reduced 67.75%
|