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 |
|---|---|---|---|---|---|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
1,800
shares
|
$369,954
0.02% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,799
shares
|
$369,748
0.11% of portfolio
|
Q2 2022
Added 25.45%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
1,791
shares
|
$368,104
0.15% of portfolio
|
Q2 2021
New holding
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,790
shares
|
$367,898
0.12% of portfolio
|
Q3 2024
Added 21.85%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,787
shares
|
$367,282
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,781
shares
|
$366,048
0.02% of portfolio
|
Q3 2024
Added 32.22%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
1,778
shares
|
$365,432
0.16% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
1,773
shares
|
$364,404
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
1,764
shares
|
$362,554
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Oct 24, 2024 Q3 2024 |
1,764
shares
|
$362,554
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,761
shares
|
$361,938
0.28% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
1,754
shares
|
$360,499
0.03% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
1,754
shares
|
$360,499
0.05% of portfolio
|
Q3 2024
Added 21.38%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,752
shares
|
$360,088
0.03% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,751
shares
|
$359,883
0.08% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
1,751
shares
|
$359,883
0.17% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
1,750
shares
|
$359,677
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,747
shares
|
$359,060
0.1% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,742
shares
|
$358,033
0.02% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,742
shares
|
$358,033
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,741
shares
|
$357,827
0.02% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
1,732
shares
|
$355,977
0.04% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
1,732
shares
|
$355,977
0.03% of portfolio
|
Q3 2024
Added 31.01%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
Nov 14, 2024 Q3 2024 |
1,730
shares
|
$355,566
0.28% of portfolio
|
Q4 2020
Reduced 49.21%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
1,726
shares
|
$354,744
0.11% of portfolio
|
Q3 2024
Reduced 15.68%
|