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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
180
shares
|
$37,049
0.02% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
179
shares
|
$36,843
0.01% of portfolio
|
Q1 2023
Reduced 2.19%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
176
shares
|
$36,226
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
173
shares
|
$35,608
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
166
shares
|
$34,167
0.01% of portfolio
|
Q3 2024
Reduced 44.3%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
166
shares
|
$34,167
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
165
shares
|
$33,961
15.0% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
164
shares
|
$33,756
0.01% of portfolio
|
Q2 2024
Added 21.48%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
164
shares
|
$33,756
0.03% of portfolio
|
Q3 2024
Added 78.26%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
161
shares
|
$33,138
0.01% of portfolio
|
Q1 2023
Reduced 63.35%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
160
shares
|
$32,932
0.01% of portfolio
|
Q1 2024
Reduced 74.6%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
157
shares
|
$32,315
0.01% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
145
shares
|
$29,845
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
144
shares
|
$29,639
0.0% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
137
shares
|
$28,198
0.01% of portfolio
|
Q3 2024
Reduced 31.16%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
137
shares
|
$28,198
0.0% of portfolio
|
Q3 2024
Reduced 31.5%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
132
shares
|
$27,169
0.04% of portfolio
|
Q2 2024
Added 13100.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
130
shares
|
$26,757
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
130
shares
|
$26,757
0.02% of portfolio
|
Q3 2024
Added 176.6%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
127
shares
|
$26,140
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$25,728
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
123
shares
|
$25,317
0.01% of portfolio
|
Q3 2024
Added 4000.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
115
shares
|
$23,670
0.01% of portfolio
|
Q3 2023
Added 91.67%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
113
shares
|
$23,258
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
109
shares
|
$22,435
0.01% of portfolio
|
Q1 2023
Added 194.59%
|