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 2,187 institutions that hold shares in the stock, with a total of 326 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 |
|---|---|---|---|---|---|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
1,909
shares
|
$392,356
0.15% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
1,908
shares
|
$392,151
0.03% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
1,908
shares
|
$392,151
0.05% of portfolio
|
Q4 2023
Added 5.53%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
1,897
shares
|
$389,890
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
1,891
shares
|
$388,657
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
1,877
shares
|
$385,779
0.11% of portfolio
|
Q3 2024
Reduced 51.4%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,872
shares
|
$384,752
0.04% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
1,871
shares
|
$384,546
0.02% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
1,870
shares
|
$384,341
0.32% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
1,864
shares
|
$383,107
0.01% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
1,861
shares
|
$382,491
0.02% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,851
shares
|
$380,436
0.07% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
1,850
shares
|
$380,230
0.21% of portfolio
|
Q3 2023
Reduced 24.49%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
1,850
shares
|
$380,230
0.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
1,843
shares
|
$378,791
0.0% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,842
shares
|
$378,586
0.06% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 05, 2024 Q3 2024 |
1,838
shares
|
$377,764
0.01% of portfolio
|
Q2 2024
Reduced 14.99%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
1,830
shares
|
$376,119
0.21% of portfolio
|
Q3 2024
Reduced 20.12%
|
|
|
Fosun International LTD
|
Nov 14, 2024 Q3 2024 |
1,829
shares
|
$375,914
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
1,827
shares
|
$375,503
0.14% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,825
shares
|
$375,092
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,822
shares
|
$374,475
0.05% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1,817
shares
|
$373,448
0.02% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
1,817
shares
|
$373,448
0.17% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
1,804
shares
|
$370,776
0.09% of portfolio
|
Q3 2024
Reduced 4.3%
|