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 |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
242
shares
|
$49,810
0.01% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
242
shares
|
$49,810
0.01% of portfolio
|
Q2 2024
Reduced 53.28%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
239
shares
|
$49,193
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
234
shares
|
$48,164
0.01% of portfolio
|
Q3 2024
Added 588.24%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
225
shares
|
$46,311
0.0% of portfolio
|
Q2 2024
Added 150.0%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
225
shares
|
$46,311
0.0% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
219
shares
|
$45,076
0.01% of portfolio
|
Q4 2022
Added 36.88%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
211
shares
|
$43,430
0.02% of portfolio
|
Q3 2024
Added 51.8%
|
|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
211
shares
|
$43,430
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
207
shares
|
$42,606
0.0% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
205
shares
|
$42,195
0.01% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
205
shares
|
$42,195
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
202
shares
|
$41,577
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
202
shares
|
$41,577
0.03% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
200
shares
|
$41,166
0.01% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
200
shares
|
$41,166
0.0% of portfolio
|
Q2 2024
Reduced 71.43%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$41,166
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
199
shares
|
$40,960
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kepos Capital LP
New York, NY |
Nov 12, 2024 Q3 2024 |
194
shares
|
$39,931
0.02% of portfolio
|
Q3 2024
Reduced 16.74%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
190
shares
|
$39,107
0.02% of portfolio
|
Q2 2023
Added 90.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
187
shares
|
$38,490
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
184
shares
|
$37,872
0.03% of portfolio
|
Q1 2024
Reduced 7.07%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
180
shares
|
$37,049
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
180
shares
|
$37,049
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
180
shares
|
$37,049
0.01% of portfolio
|
Q2 2024
Reduced 35.71%
|