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 |
|---|---|---|---|---|---|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
2,763
shares
|
$567,603
0.07% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,743
shares
|
$563,494
0.19% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,741
shares
|
$563,083
0.05% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,738
shares
|
$562,467
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
2,738
shares
|
$562,467
0.07% of portfolio
|
Q3 2024
Reduced 26.18%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
2,732
shares
|
$561,234
0.04% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
2,725
shares
|
$559,796
0.06% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
2,715
shares
|
$557,742
0.19% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
2,707
shares
|
$556,099
0.04% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
2,706
shares
|
$555,893
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
2,703
shares
|
$555,277
0.16% of portfolio
|
Q3 2024
Reduced 84.9%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
2,700
shares
|
$554,661
0.0% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
2,690
shares
|
$552,606
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
2,682
shares
|
$550,963
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,676
shares
|
$549,730
0.08% of portfolio
|
Q2 2024
Reduced 6.69%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,673
shares
|
$549,114
0.4% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
2,673
shares
|
$549,114
0.03% of portfolio
|
Q3 2024
Reduced 14.79%
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
2,669
shares
|
$548,292
0.14% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,668
shares
|
$548,087
0.03% of portfolio
|
Q3 2024
Added 17.9%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,667
shares
|
$547,881
0.05% of portfolio
|
Q3 2022
Added 1.33%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,665
shares
|
$547,470
0.07% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
2,654
shares
|
$545,211
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
2,650
shares
|
$544,389
0.12% of portfolio
|
Q3 2020
Reduced 0.49%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
2,650
shares
|
$544,389
0.25% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
2,646
shares
|
$543,567
0.08% of portfolio
|
Q3 2024
Added 0.04%
|