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 |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
9,595
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 92.02%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
9,593
shares
|
$2.13 Million
0.5% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
9,581
shares
|
$2.13 Million
0.05% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
9,562
shares
|
$2.13 Million
0.24% of portfolio
|
Q2 2024
Reduced 40.26%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
9,507
shares
|
$2.11 Million
0.07% of portfolio
|
Q4 2024
Reduced 15.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,491
shares
|
$2.11 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
9,489
shares
|
$2.11 Million
0.04% of portfolio
|
Q4 2024
Added 89.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,481
shares
|
$2.11 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
9,470
shares
|
$2.11 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,455
shares
|
$2.1 Million
0.13% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
9,431
shares
|
$2.1 Million
0.93% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,416
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
9,413
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
9,413
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2024
Reduced 84.94%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
9,411
shares
|
$2.09 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 29, 2025 Q4 2024 |
9,396
shares
|
$2.09 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
9,335
shares
|
$2.08 Million
0.34% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
9,329
shares
|
$2.08 Million
0.98% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,320
shares
|
$2.07 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,319
shares
|
$2.07 Million
0.04% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
9,308
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
9,300
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2019
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,297
shares
|
$2.07 Million
0.13% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
9,275
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
9,240
shares
|
$2.06 Million
0.19% of portfolio
|
Q3 2024
Reduced 71.59%
|