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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
380
shares
|
$78,215
0.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
370
shares
|
$76,157
0.03% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
369
shares
|
$75,951
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
364
shares
|
$74,922
0.01% of portfolio
|
Q3 2024
Added 57.58%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
360
shares
|
$74,098
0.05% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
341
shares
|
$70,188
0.04% of portfolio
|
Q1 2024
Reduced 2.85%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
340
shares
|
$69,982
0.04% of portfolio
|
Q1 2024
Added 0.29%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
325
shares
|
$66,894
0.02% of portfolio
|
Q3 2023
Added 40.09%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
314
shares
|
$64,630
0.02% of portfolio
|
Q3 2024
Added 10366.67%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
313
shares
|
$64,424
0.0% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
306
shares
|
$62,983
0.03% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
300
shares
|
$61,749
0.04% of portfolio
|
Q4 2023
Reduced 94.89%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
300
shares
|
$61,749
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
292
shares
|
$60,102
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
291
shares
|
$59,896
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
288
shares
|
$59,279
0.02% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
285
shares
|
$58,661
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
284
shares
|
$58,455
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
283
shares
|
$58,249
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
280
shares
|
$57,632
0.01% of portfolio
|
Q4 2022
Added 36.59%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
279
shares
|
$57,426
0.01% of portfolio
|
Q3 2023
Added 3.72%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
268
shares
|
$55,162
0.0% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
267
shares
|
$54,956
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
245
shares
|
$50,428
0.01% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
245
shares
|
$50,428
0.03% of portfolio
|
Q3 2024
Added 52.17%
|