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 |
|---|---|---|---|---|---|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,719
shares
|
$353,306
0.17% of portfolio
|
Q4 2022
Added 0.35%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,718
shares
|
$353,100
0.26% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
1,715
shares
|
$352,483
0.09% of portfolio
|
Q3 2024
Reduced 11.23%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,705
shares
|
$350,428
0.08% of portfolio
|
Q2 2024
Reduced 25.25%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
1,701
shares
|
$349,606
0.02% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,701
shares
|
$349,606
0.07% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,700
shares
|
$349,401
0.06% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
1,700
shares
|
$349,401
0.18% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
1,692
shares
|
$347,756
0.06% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
1,690
shares
|
$347,345
0.14% of portfolio
|
Q3 2024
Reduced 50.45%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
1,689
shares
|
$347,140
0.08% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
1,684
shares
|
$346,112
0.17% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
1,683
shares
|
$345,906
0.05% of portfolio
|
Q2 2024
Added 6.85%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,681
shares
|
$345,495
0.03% of portfolio
|
Q1 2023
Reduced 16.16%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,681
shares
|
$345,495
0.03% of portfolio
|
Q1 2023
Reduced 16.16%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
1,679
shares
|
$345,084
0.13% of portfolio
|
Q3 2024
Reduced 17.25%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,668
shares
|
$342,824
0.03% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,666
shares
|
$342,412
0.06% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
1,665
shares
|
$342,207
0.03% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
1,657
shares
|
$340,563
0.03% of portfolio
|
Q4 2023
Added 5.88%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,654
shares
|
$339,946
0.15% of portfolio
|
Q3 2024
Reduced 65.16%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
1,651
shares
|
$339,330
0.02% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
1,650
shares
|
$339,124
0.05% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
1,650
shares
|
$339,124
0.02% of portfolio
|
Q3 2024
Added 29.11%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
1,649
shares
|
$338,918
0.01% of portfolio
|
Q3 2024
Added 741.33%
|