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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
660
shares
|
$135,649
0.03% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
653
shares
|
$134,211
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
647
shares
|
$132,977
0.05% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
638
shares
|
$131,128
0.01% of portfolio
|
Q2 2024
Reduced 27.75%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
638
shares
|
$131,128
0.02% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
634
shares
|
$130,306
0.01% of portfolio
|
Q4 2023
Added 89.82%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
622
shares
|
$127,839
0.02% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
614
shares
|
$126,195
0.01% of portfolio
|
Q2 2023
Reduced 16.35%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
610
shares
|
$125,373
0.06% of portfolio
|
Q1 2024
Added 45.58%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
610
shares
|
$125,373
0.06% of portfolio
|
Q1 2022
Reduced 0.81%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
606
shares
|
$124,551
0.03% of portfolio
|
Q2 2024
Reduced 13.55%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
605
shares
|
$124,345
0.02% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
600
shares
|
$123,318
0.02% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
585
shares
|
$120,235
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
581
shares
|
$119,412
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
571
shares
|
$117,357
0.02% of portfolio
|
Q2 2024
Reduced 30.96%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
569
shares
|
$116,946
0.01% of portfolio
|
Q3 2024
Added 25.61%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
563
shares
|
$115,713
0.07% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
559
shares
|
$114,891
0.06% of portfolio
|
Q2 2022
Added 20.73%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
554
shares
|
$113,863
0.04% of portfolio
|
Q3 2023
Added 3.17%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
551
shares
|
$113,247
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
550
shares
|
$113,041
0.06% of portfolio
|
Q1 2022
Reduced 5.01%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
533
shares
|
$109,547
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
525
shares
|
$107,903
0.05% of portfolio
|
Q1 2018
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
515
shares
|
$105,847
0.03% of portfolio
|
Q3 2024
Added 19.77%
|