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 |
|---|---|---|---|---|---|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,235
shares
|
$459,136
0.07% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,221
shares
|
$456,260
0.2% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
2,220
shares
|
$456,054
0.07% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
2,212
shares
|
$454,411
0.21% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
2,194
shares
|
$450,713
0.03% of portfolio
|
Q3 2024
Reduced 35.98%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,186
shares
|
$449,069
0.06% of portfolio
|
Q3 2022
Reduced 8.38%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,174
shares
|
$446,604
0.08% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,173
shares
|
$446,399
0.09% of portfolio
|
Q4 2023
Reduced 1.59%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
2,172
shares
|
$446,193
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
2,154
shares
|
$442,496
0.13% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
2,149
shares
|
$441,469
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
2,142
shares
|
$440,031
0.11% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
2,140
shares
|
$439,620
0.32% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,129
shares
|
$437,360
0.05% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
2,126
shares
|
$436,744
0.17% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,121
shares
|
$435,717
0.02% of portfolio
|
Q3 2022
Added 13.91%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
2,115
shares
|
$434,484
0.19% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,112
shares
|
$433,868
0.02% of portfolio
|
Q4 2023
Reduced 41.35%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
2,111
shares
|
$433,662
0.05% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
2,105
shares
|
$432,430
0.2% of portfolio
|
Q2 2022
Reduced 22.15%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
2,103
shares
|
$432,019
0.01% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
2,100
shares
|
$431,403
0.25% of portfolio
|
Q3 2021
Reduced 48.78%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
2,100
shares
|
$431,403
0.3% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
2,100
shares
|
$431,403
0.1% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,096
shares
|
$430,581
0.1% of portfolio
|
Q3 2024
New holding
|