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 |
|---|---|---|---|---|---|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
8,200
shares
|
$1.82 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
8,156
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
8,134
shares
|
$1.81 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,131
shares
|
$1.81 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
8,119
shares
|
$1.81 Million
0.06% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
8,109
shares
|
$1.8 Million
0.2% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
8,087
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 89.57%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
8,077
shares
|
$1.8 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
8,069
shares
|
$1.79 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,036
shares
|
$1.79 Million
0.32% of portfolio
|
Q4 2022
Added 0.1%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
8,000
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
7,965
shares
|
$1.77 Million
0.34% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
7,881
shares
|
$1.75 Million
0.12% of portfolio
|
Q4 2024
Reduced 43.15%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
7,876
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
7,833
shares
|
$1.74 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
7,816
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
7,811
shares
|
$1.74 Million
1.24% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
7,806
shares
|
$1.74 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
7,774
shares
|
$1.73 Million
0.12% of portfolio
|
Q4 2022
Reduced 42.84%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
7,739
shares
|
$1.72 Million
0.04% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
7,676
shares
|
$1.71 Million
0.61% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
7,610
shares
|
$1.69 Million
0.32% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,527
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
7,490
shares
|
$1.67 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.4%
|