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 2,332 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $77.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
62
shares
|
$14,284
0.01% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
61
shares
|
$14,053
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
60
shares
|
$13,823
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
58
shares
|
$13,362
0.0% of portfolio
|
Q4 2024
Reduced 43.69%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
54
shares
|
$12,441
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
54
shares
|
$12,441
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
52
shares
|
$11,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
50
shares
|
$11,519
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
50
shares
|
$11,519
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
50
shares
|
$11,519
0.0% of portfolio
|
Q1 2024
Added 2.04%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
50
shares
|
$11,519
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
50
shares
|
$11,519
0.01% of portfolio
|
Q2 2024
Reduced 15.25%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
50
shares
|
$11,519
0.0% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
50
shares
|
$11,519
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
49
shares
|
$11,289
0.01% of portfolio
|
Q2 2023
Added 48.48%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
49
shares
|
$11,289
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
46
shares
|
$10,597
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
45
shares
|
$10,367
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
44
shares
|
$10,137
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
42
shares
|
$9,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
40
shares
|
$9,215
0.01% of portfolio
|
Q2 2024
Reduced 75.31%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
39
shares
|
$8,985
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
38
shares
|
$8,754
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
33
shares
|
$7,602
0.0% of portfolio
|
Q4 2023
Reduced 81.97%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
32
shares
|
$7,372
0.0% of portfolio
|
Q3 2024
Reduced 3.03%
|