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 |
|---|---|---|---|---|---|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
2,943
shares
|
$604,580
0.07% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,939
shares
|
$603,758
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,934
shares
|
$602,731
0.07% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,902
shares
|
$596,157
0.22% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
2,902
shares
|
$596,157
0.28% of portfolio
|
Q1 2023
Added 21.88%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,900
shares
|
$595,747
0.18% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,893
shares
|
$594,308
0.01% of portfolio
|
Q3 2024
Added 31.74%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
2,883
shares
|
$592,254
0.07% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
2,876
shares
|
$590,816
0.04% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
2,870
shares
|
$589,584
0.4% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,870
shares
|
$589,584
0.14% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
2,859
shares
|
$587,324
0.06% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,855
shares
|
$586,502
0.05% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
2,853
shares
|
$586,091
0.03% of portfolio
|
Q3 2024
Reduced 22.33%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,853
shares
|
$586,091
0.07% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
2,849
shares
|
$585,270
0.03% of portfolio
|
Q3 2024
Reduced 19.15%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
2,826
shares
|
$580,545
0.05% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
2,820
shares
|
$579,312
0.27% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2,819
shares
|
$579,107
0.03% of portfolio
|
Q2 2024
Reduced 8.56%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,811
shares
|
$577,463
0.04% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
2,810
shares
|
$577,258
0.11% of portfolio
|
Q3 2024
Added 20.86%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
2,771
shares
|
$569,246
0.03% of portfolio
|
Q3 2024
Added 60.82%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
2,771
shares
|
$569,246
0.38% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
2,768
shares
|
$568,630
0.21% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
2,768
shares
|
$568,630
0.04% of portfolio
|
Q3 2024
Reduced 1.0%
|