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 2,203 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $72.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
34,480
shares
|
$7.67 Million
0.85% of portfolio
|
Q3 2024
Added 1518.78%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
34,205
shares
|
$7.61 Million
0.03% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
34,008
shares
|
$7.56 Million
3.02% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
34,003
shares
|
$7.56 Million
0.04% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
33,878
shares
|
$7.54 Million
0.07% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
33,744
shares
|
$7.51 Million
2.62% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
33,667
shares
|
$7.49 Million
0.13% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
33,617
shares
|
$7.48 Million
1.1% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
33,391
shares
|
$7.43 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
33,356
shares
|
$7.42 Million
0.44% of portfolio
|
Q4 2024
Added 48.8%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
33,231
shares
|
$7.39 Million
0.99% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
33,040
shares
|
$7.35 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,000
shares
|
$7.34 Million
0.18% of portfolio
|
Q3 2024
Added 146.27%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
32,954
shares
|
$7.33 Million
0.16% of portfolio
|
Q3 2022
Added 101.54%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
32,944
shares
|
$7.33 Million
2.78% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
32,893
shares
|
$7.32 Million
0.3% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
32,716
shares
|
$7.28 Million
0.71% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
32,687
shares
|
$7.27 Million
0.33% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
32,535
shares
|
$7.24 Million
0.97% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
32,526
shares
|
$7.23 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
32,488
shares
|
$7.23 Million
1.74% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
32,380
shares
|
$7.2 Million
0.1% of portfolio
|
Q3 2024
Added 486.91%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
32,192
shares
|
$7.16 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Achmea Investment Management B.V.
|
Nov 12, 2024 Q3 2024 |
32,172
shares
|
$7.16 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Sitrin Capital Management LLC
|
Oct 28, 2024 Q3 2024 |
31,901
shares
|
$7.1 Million
3.31% of portfolio
|
Q3 2024
Reduced 1.01%
|