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 2,201 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 $67.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,537
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
5,537
shares
|
$1.23 Million
0.06% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
5,511
shares
|
$1.23 Million
0.82% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
5,473
shares
|
$1.22 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
5,451
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
5,448
shares
|
$1.21 Million
0.32% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,419
shares
|
$1.21 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Nov 13, 2024 Q3 2024 |
5,408
shares
|
$1.2 Million
1.33% of portfolio
|
Q3 2024
Added 48.86%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
5,408
shares
|
$1.2 Million
0.32% of portfolio
|
Q2 2022
Reduced 4.9%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
5,396
shares
|
$1.2 Million
0.23% of portfolio
|
Q2 2024
Added 11630.43%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
5,378
shares
|
$1.2 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
5,361
shares
|
$1.19 Million
0.18% of portfolio
|
Q4 2024
Added 41.0%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
5,358
shares
|
$1.19 Million
0.32% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
5,345
shares
|
$1.19 Million
0.24% of portfolio
|
Q4 2024
Added 37.97%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
5,341
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 30.14%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
5,340
shares
|
$1.19 Million
0.11% of portfolio
|
Q3 2024
Reduced 73.44%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,324
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2024
Added 43.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
5,306
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Added 31.53%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
5,282
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,278
shares
|
$1.17 Million
0.2% of portfolio
|
Q4 2024
Added 16.15%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
5,232
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
5,211
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
5,162
shares
|
$1.15 Million
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
5,158
shares
|
$1.15 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,153
shares
|
$1.15 Million
0.18% of portfolio
|
Q3 2023
Added 3.7%
|