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 $67.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
503
shares
|
$103,532
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
500
shares
|
$102,915
0.04% of portfolio
|
Q1 2024
Reduced 35.48%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
493
shares
|
$101,474
0.03% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
487
shares
|
$100,239
0.04% of portfolio
|
Q2 2024
Added 3.62%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
480
shares
|
$98,798
0.15% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 14, 2024 Q3 2024 |
479
shares
|
$98,592
0.0% of portfolio
|
Q3 2024
Reduced 28.4%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
467
shares
|
$96,122
0.01% of portfolio
|
Q3 2022
Reduced 5.47%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
467
shares
|
$96,122
0.0% of portfolio
|
Q3 2024
Added 50.65%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
465
shares
|
$95,710
0.18% of portfolio
|
Q3 2022
Reduced 17.41%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
459
shares
|
$94,475
0.02% of portfolio
|
Q1 2024
Reduced 24.01%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
450
shares
|
$92,623
0.02% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
450
shares
|
$92,623
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
449
shares
|
$92,417
0.01% of portfolio
|
Q3 2024
Reduced 22.45%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
447
shares
|
$92,006
0.02% of portfolio
|
Q4 2023
Reduced 26.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
445
shares
|
$91,594
0.01% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
436
shares
|
$89,741
0.01% of portfolio
|
Q3 2024
Added 202.78%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
435
shares
|
$89,536
0.02% of portfolio
|
Q3 2024
Reduced 29.61%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
428
shares
|
$88,095
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
419
shares
|
$86,242
0.02% of portfolio
|
Q3 2024
Reduced 38.65%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
415
shares
|
$85,419
0.08% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
413
shares
|
$85,007
0.04% of portfolio
|
Q3 2023
Reduced 36.36%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
401
shares
|
$82,537
0.02% of portfolio
|
Q1 2024
Added 9.86%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
400
shares
|
$82,332
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
390
shares
|
$80,273
0.02% of portfolio
|
Q4 2022
Reduced 43.48%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
385
shares
|
$79,244
0.02% of portfolio
|
Q2 2024
New holding
|