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 |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,649
shares
|
$338,918
0.04% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
1,647
shares
|
$338,507
0.05% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,643
shares
|
$337,685
0.01% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
1,636
shares
|
$336,247
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,635
shares
|
$336,041
0.03% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,635
shares
|
$336,041
0.12% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,632
shares
|
$335,424
0.09% of portfolio
|
Q1 2024
Reduced 5.77%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
1,630
shares
|
$335,013
0.12% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
1,629
shares
|
$334,808
0.04% of portfolio
|
Q3 2023
Reduced 2.22%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
1,626
shares
|
$334,191
0.23% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
1,625
shares
|
$333,986
0.17% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
1,624
shares
|
$333,780
0.07% of portfolio
|
Q2 2024
Reduced 19.28%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,621
shares
|
$333,164
0.05% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,618
shares
|
$332,547
0.05% of portfolio
|
Q3 2024
Reduced 36.3%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,614
shares
|
$331,725
0.01% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,613
shares
|
$331,519
0.06% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
1,608
shares
|
$330,492
0.17% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,607
shares
|
$330,286
0.04% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
1,607
shares
|
$330,286
0.05% of portfolio
|
Q3 2023
Reduced 3.02%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,603
shares
|
$329,464
0.02% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
1,602
shares
|
$329,259
0.19% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
1,597
shares
|
$328,231
0.03% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,596
shares
|
$328,025
0.03% of portfolio
|
Q2 2023
Added 5.28%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
1,594
shares
|
$327,614
0.18% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
1,594
shares
|
$327,614
0.23% of portfolio
|
Q3 2024
Added 1.72%
|