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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
80
shares
|
$16,466
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
78
shares
|
$16,054
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
78
shares
|
$16,054
0.01% of portfolio
|
Q2 2024
Reduced 17.89%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
77
shares
|
$15,848
0.01% of portfolio
|
Q4 2019
Reduced 56.5%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
75
shares
|
$15,437
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
75
shares
|
$15,437
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
74
shares
|
$15,231
0.01% of portfolio
|
Q2 2020
Reduced 99.27%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
72
shares
|
$14,819
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
72
shares
|
$14,819
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
71
shares
|
$14,613
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
70
shares
|
$14,408
0.0% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
67
shares
|
$13,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
66
shares
|
$13,584
0.01% of portfolio
|
Q3 2024
Reduced 35.92%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
65
shares
|
$13,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
63
shares
|
$12,967
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
62
shares
|
$12,761
0.0% of portfolio
|
Q2 2024
Reduced 73.28%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
62
shares
|
$12,761
0.01% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
61
shares
|
$12,555
0.0% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
60
shares
|
$12,349
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
52
shares
|
$10,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
52
shares
|
$10,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
52
shares
|
$10,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
52
shares
|
$10,703
0.0% of portfolio
|
Q2 2023
Reduced 80.77%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
50
shares
|
$10,291
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
50
shares
|
$10,291
0.0% of portfolio
|
Q3 2024
New holding
|