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 |
|---|---|---|---|---|---|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
1,324
shares
|
$272,121
0.1% of portfolio
|
Q2 2024
Reduced 14.3%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
1,323
shares
|
$271,916
0.1% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
1,319
shares
|
$271,094
0.26% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,318
shares
|
$270,888
0.07% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
1,309
shares
|
$269,038
0.08% of portfolio
|
Q2 2024
Reduced 31.43%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,306
shares
|
$268,422
0.36% of portfolio
|
Q2 2022
New holding
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
1,303
shares
|
$267,805
0.03% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
1,300
shares
|
$267,189
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
1,300
shares
|
$267,189
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
1,300
shares
|
$267,189
0.05% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,299
shares
|
$266,983
0.02% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
1,295
shares
|
$266,161
0.07% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,294
shares
|
$265,955
0.13% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
1,292
shares
|
$265,544
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
1,287
shares
|
$264,517
0.02% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
1,285
shares
|
$264,106
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,282
shares
|
$263,489
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
1,278
shares
|
$262,667
0.01% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
1,278
shares
|
$262,667
0.04% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,276
shares
|
$262,256
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
1,276
shares
|
$262,256
0.16% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,273
shares
|
$261,639
0.08% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,273
shares
|
$261,639
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
1,273
shares
|
$261,639
0.05% of portfolio
|
Q2 2024
Reduced 5.14%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
1,270
shares
|
$261,023
0.03% of portfolio
|
Q3 2024
Added 0.16%
|