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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
3,510
shares
|
$721,059
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,507
shares
|
$720,443
0.09% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
3,476
shares
|
$714,074
0.26% of portfolio
|
Q1 2024
Added 31.27%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
3,471
shares
|
$713,047
0.04% of portfolio
|
Q3 2024
Added 417.29%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
3,466
shares
|
$712,020
0.03% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,458
shares
|
$710,376
0.59% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Oak Thistle LLC
|
Nov 12, 2024 Q3 2024 |
3,448
shares
|
$708,322
0.24% of portfolio
|
Q3 2024
Added 177.62%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,444
shares
|
$707,500
0.05% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
3,434
shares
|
$705,446
0.07% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,425
shares
|
$703,597
0.05% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
3,417
shares
|
$701,954
0.47% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
3,404
shares
|
$699,283
0.34% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,377
shares
|
$693,737
0.14% of portfolio
|
Q3 2024
Added 28.7%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
3,374
shares
|
$693,120
0.06% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
3,371
shares
|
$692,504
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
3,364
shares
|
$691,066
0.04% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
3,364
shares
|
$691,066
0.05% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
3,357
shares
|
$689,628
0.03% of portfolio
|
Q3 2024
Added 39.18%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
3,354
shares
|
$689,012
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
3,346
shares
|
$687,368
0.4% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
3,345
shares
|
$687,163
0.1% of portfolio
|
Q2 2024
Reduced 23.99%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,338
shares
|
$685,725
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,327
shares
|
$683,465
0.07% of portfolio
|
Q3 2023
Reduced 9.32%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,325
shares
|
$683,054
0.38% of portfolio
|
Q3 2023
Reduced 1.77%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
3,313
shares
|
$680,589
0.06% of portfolio
|
Q3 2024
Added 1.35%
|