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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,095
shares
|
$635,805
0.29% of portfolio
|
Q3 2024
Reduced 14.22%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
3,090
shares
|
$634,778
0.15% of portfolio
|
Q1 2020
Reduced 13.69%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
3,088
shares
|
$634,367
0.13% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,086
shares
|
$633,956
0.09% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
3,082
shares
|
$633,135
0.29% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
3,081
shares
|
$632,929
0.05% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
3,067
shares
|
$630,053
0.43% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
3,063
shares
|
$629,232
0.21% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
3,063
shares
|
$629,232
0.01% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,056
shares
|
$627,794
0.05% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,050
shares
|
$626,561
0.13% of portfolio
|
Q1 2023
Reduced 6.15%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
3,050
shares
|
$626,561
0.02% of portfolio
|
Q1 2024
Reduced 4.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,042
shares
|
$624,918
0.04% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
3,023
shares
|
$621,014
0.03% of portfolio
|
Q3 2024
Added 23.04%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
3,019
shares
|
$620,193
0.21% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,015
shares
|
$619,371
0.09% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$616,290
0.07% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
2,996
shares
|
$615,468
0.27% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
2,991
shares
|
$614,441
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,987
shares
|
$613,619
0.23% of portfolio
|
Q3 2024
Added 18.25%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,986
shares
|
$613,413
0.18% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
2,974
shares
|
$610,948
0.37% of portfolio
|
Q3 2022
Added 1.16%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,970
shares
|
$610,127
0.03% of portfolio
|
Q2 2024
Added 5.92%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,948
shares
|
$605,607
0.01% of portfolio
|
Q3 2024
Reduced 90.94%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
2,943
shares
|
$604,580
0.03% of portfolio
|
Q3 2024
Added 11.27%
|