Institutional Ownership Casella Waste Systems Inc (CWST)
This table provides information about the institutional ownership of Casella Waste Systems Inc (CWST). We have compiled data on the 362 institutions that hold shares in the stock, with a total of 63.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
124
shares
|
$13,334
0.0% of portfolio
|
Q3 2024
Added 158.33%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
123
shares
|
$13,227
0.01% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
116
shares
|
$12,474
0.0% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
100
shares
|
$10,754
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
75
shares
|
$8,065
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
74
shares
|
$7,957
0.0% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
61
shares
|
$6,559
0.0% of portfolio
|
Q4 2024
Added 79.41%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
60
shares
|
$6,452
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
60
shares
|
$6,452
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
53
shares
|
$5,699
0.0% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
52
shares
|
$5,592
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
49
shares
|
$5,269
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
45
shares
|
$4,839
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
40
shares
|
$4,301
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
37
shares
|
$3,978
0.0% of portfolio
|
Q2 2024
Added 19.35%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
37
shares
|
$3,978
0.0% of portfolio
|
Q2 2023
Reduced 93.17%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
33
shares
|
$3,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
33
shares
|
$3,548
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
33
shares
|
$3,548
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
32
shares
|
$3,441
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
32
shares
|
$3,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
31
shares
|
$3,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
27
shares
|
$2,903
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
24
shares
|
$2,580
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
21
shares
|
$2,258
0.0% of portfolio
|
Q2 2023
Added 31.25%
|