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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
14,475
shares
|
$3.22 Million
0.04% of portfolio
|
Q4 2024
Added 14.34%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
14,332
shares
|
$3.19 Million
1.06% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,310
shares
|
$3.18 Million
0.07% of portfolio
|
Q4 2023
Added 0.27%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
14,302
shares
|
$3.18 Million
0.28% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,289
shares
|
$3.18 Million
0.09% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
14,283
shares
|
$3.18 Million
1.0% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,256
shares
|
$3.17 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
14,220
shares
|
$3.16 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
14,101
shares
|
$3.14 Million
1.04% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
14,089
shares
|
$3.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
14,060
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
14,025
shares
|
$3.12 Million
0.35% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
14,017
shares
|
$3.12 Million
1.06% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,722
shares
|
$3.05 Million
1.41% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
13,714
shares
|
$3.05 Million
0.95% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
13,648
shares
|
$3.04 Million
0.15% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
13,467
shares
|
$3 Million
0.32% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,449
shares
|
$2.99 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
13,424
shares
|
$2.99 Million
0.05% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
13,375
shares
|
$2.98 Million
0.13% of portfolio
|
Q3 2024
Reduced 35.96%
|
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
13,371
shares
|
$2.97 Million
2.31% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
13,336
shares
|
$2.97 Million
0.08% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
13,295
shares
|
$2.96 Million
2.57% of portfolio
|
Q4 2021
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
13,258
shares
|
$2.95 Million
0.03% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
13,236
shares
|
$2.94 Million
0.22% of portfolio
|
Q4 2024
Reduced 99.49%
|