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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,449
shares
|
$297,812
0.05% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,449
shares
|
$297,812
0.02% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
1,447
shares
|
$297,401
0.08% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,445
shares
|
$296,990
0.01% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,440
shares
|
$295,963
0.02% of portfolio
|
Q3 2024
Reduced 95.02%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
1,439
shares
|
$295,757
0.26% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
1,433
shares
|
$294,524
0.0% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
1,430
shares
|
$293,907
0.02% of portfolio
|
Q3 2022
Added 5.15%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
1,427
shares
|
$293,291
0.6% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,427
shares
|
$293,291
0.14% of portfolio
|
Q4 2022
Reduced 14.86%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
1,422
shares
|
$292,263
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
1,418
shares
|
$291,441
0.02% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
1,415
shares
|
$290,824
0.01% of portfolio
|
Q2 2024
Reduced 7.46%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
1,413
shares
|
$290,413
0.02% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
1,412
shares
|
$290,208
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
1,409
shares
|
$289,591
0.01% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,407
shares
|
$289,180
0.1% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
1,405
shares
|
$288,769
0.06% of portfolio
|
Q4 2023
Reduced 18.31%
|
|
|
Wendell David Associates Inc
|
Oct 21, 2024 Q3 2024 |
1,403
shares
|
$288,358
0.03% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,401
shares
|
$287,947
0.08% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1,399
shares
|
$287,536
0.05% of portfolio
|
Q3 2024
Added 23.48%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,396
shares
|
$286,919
0.13% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
1,394
shares
|
$286,508
0.01% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
1,383
shares
|
$284,247
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
1,380
shares
|
$283,631
0.07% of portfolio
|
Q2 2024
Reduced 15.34%
|