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 |
|---|---|---|---|---|---|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
1,588
shares
|
$326,381
0.09% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,580
shares
|
$324,737
0.08% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
1,578
shares
|
$324,326
0.03% of portfolio
|
Q2 2024
Reduced 14.24%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
1,578
shares
|
$324,326
0.12% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
1,570
shares
|
$322,682
0.05% of portfolio
|
Q3 2024
Added 35.93%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
1,566
shares
|
$321,859
0.07% of portfolio
|
Q3 2024
Added 30.28%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
1,566
shares
|
$321,859
0.03% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
1,562
shares
|
$321,037
0.03% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
1,560
shares
|
$320,626
0.1% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
1,559
shares
|
$320,421
0.07% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
1,551
shares
|
$318,777
0.02% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
1,539
shares
|
$316,310
0.11% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
1,536
shares
|
$315,694
0.04% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,533
shares
|
$315,077
0.39% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,530
shares
|
$314,460
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
1,528
shares
|
$314,049
0.21% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
1,528
shares
|
$314,049
0.18% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
1,525
shares
|
$313,433
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
1,525
shares
|
$313,433
0.17% of portfolio
|
Q2 2022
Added 1.67%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
1,525
shares
|
$313,433
0.17% of portfolio
|
Q3 2024
Reduced 19.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,523
shares
|
$313,022
0.0% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
1,521
shares
|
$312,611
0.15% of portfolio
|
Q3 2024
Added 13.34%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,514
shares
|
$311,172
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,514
shares
|
$311,172
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
1,513
shares
|
$310,966
0.07% of portfolio
|
Q3 2024
Reduced 81.73%
|