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 |
|---|---|---|---|---|---|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,220
shares
|
$2.05 Million
0.6% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
9,195
shares
|
$2.05 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Trium Capital LLP
London, X0 |
Jan 15, 2025 Q4 2024 |
9,184
shares
|
$2.04 Million
0.26% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,088
shares
|
$2.02 Million
0.17% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
9,045
shares
|
$2.01 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,037
shares
|
$2.01 Million
0.47% of portfolio
|
Q1 2024
Added 8.4%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
9,019
shares
|
$2.01 Million
0.23% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
9,003
shares
|
$2 Million
0.03% of portfolio
|
Q3 2024
Reduced 86.85%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
8,979
shares
|
$2 Million
0.17% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,949
shares
|
$1.99 Million
0.23% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
8,948
shares
|
$1.99 Million
0.68% of portfolio
|
Q4 2024
Added 58.34%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
8,890
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
8,864
shares
|
$1.97 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
8,862
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,812
shares
|
$1.96 Million
0.09% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
8,809
shares
|
$1.96 Million
0.19% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
8,807
shares
|
$1.96 Million
0.66% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,804
shares
|
$1.96 Million
0.72% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
8,794
shares
|
$1.96 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
8,783
shares
|
$1.95 Million
0.06% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
8,781
shares
|
$1.95 Million
0.21% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
8,774
shares
|
$1.95 Million
0.03% of portfolio
|
Q4 2024
Added 52.04%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,772
shares
|
$1.95 Million
0.15% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
8,748
shares
|
$1.95 Million
0.14% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
8,729
shares
|
$1.94 Million
0.32% of portfolio
|
Q3 2024
Reduced 17.03%
|