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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,989
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2024
Added 16.76%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
4,973
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
4,965
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
4,953
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
4,941
shares
|
$1.02 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
4,900
shares
|
$1.01 Million
0.47% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
4,844
shares
|
$995,102
0.27% of portfolio
|
Q3 2024
Reduced 41.21%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
4,842
shares
|
$994,692
0.01% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
4,837
shares
|
$993,664
0.09% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
4,790
shares
|
$984,009
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
4,781
shares
|
$982,160
0.03% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
4,758
shares
|
$977,435
0.13% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
4,738
shares
|
$973,327
0.07% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
4,735
shares
|
$972,711
0.11% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
4,713
shares
|
$968,191
0.79% of portfolio
|
Q2 2023
Added 7.73%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,705
shares
|
$966,548
0.07% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,677
shares
|
$960,796
0.12% of portfolio
|
Q3 2024
Added 29.95%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,669
shares
|
$959,152
0.14% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
4,649
shares
|
$955,044
0.01% of portfolio
|
Q3 2024
Added 81.32%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
4,626
shares
|
$950,319
0.07% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,620
shares
|
$949,086
0.06% of portfolio
|
Q4 2022
Reduced 2.65%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
4,609
shares
|
$946,826
1.37% of portfolio
|
Q4 2022
Added 3.71%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,600
shares
|
$944,978
0.08% of portfolio
|
Q1 2024
Reduced 55.34%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
4,591
shares
|
$943,129
0.03% of portfolio
|
Q1 2023
Added 1.5%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
4,590
shares
|
$942,923
0.34% of portfolio
|
Q2 2024
New holding
|