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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
4,049
shares
|
$831,786
0.24% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,045
shares
|
$830,964
0.02% of portfolio
|
Q4 2023
Added 178.97%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,034
shares
|
$828,704
0.08% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,034
shares
|
$828,704
0.02% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,028
shares
|
$827,472
0.08% of portfolio
|
Q2 2024
Added 14.17%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,007
shares
|
$823,158
0.07% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
3,992
shares
|
$820,076
0.03% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
3,987
shares
|
$819,049
0.53% of portfolio
|
Q3 2024
Added 29.79%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
3,977
shares
|
$816,995
0.42% of portfolio
|
Q4 2023
Added 7.6%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
3,970
shares
|
$815,557
0.23% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,924
shares
|
$806,107
0.03% of portfolio
|
Q3 2024
Added 61.88%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
3,908
shares
|
$802,820
0.82% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
3,907
shares
|
$802,615
0.1% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,905
shares
|
$802,204
0.04% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,897
shares
|
$800,560
0.06% of portfolio
|
Q3 2024
Reduced 57.26%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
3,882
shares
|
$797,479
0.05% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
3,878
shares
|
$796,657
0.01% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
3,874
shares
|
$795,835
0.17% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
3,873
shares
|
$795,630
0.37% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,869
shares
|
$794,808
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
3,866
shares
|
$794,192
0.03% of portfolio
|
Q4 2020
Reduced 2.22%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
3,850
shares
|
$790,905
0.19% of portfolio
|
Q1 2023
Added 196.15%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
3,846
shares
|
$790,083
0.62% of portfolio
|
Q3 2024
Added 294.46%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,828
shares
|
$786,386
0.02% of portfolio
|
Q3 2024
Added 278.64%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
3,825
shares
|
$785,769
0.69% of portfolio
|
Q4 2022
New holding
|