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 |
|---|---|---|---|---|---|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
5,145
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.89%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
5,141
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,130
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Added 23.85%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,126
shares
|
$1.07 Million
0.05% of portfolio
|
Q1 2024
Reduced 10.16%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
5,119
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2024
Added 148.98%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,115
shares
|
$1.07 Million
0.16% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
5,112
shares
|
$1.07 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,107
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,098
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2021
Added 1.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,084
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
5,076
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.05 Million
0.43% of portfolio
|
Q4 2019
New holding
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.05 Million
0.38% of portfolio
|
Q2 2023
Reduced 67.75%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
4,965
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
4,953
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
4,934
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
4,900
shares
|
$1.03 Million
0.47% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
4,839
shares
|
$1.01 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
4,817
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
4,790
shares
|
$1 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
4,758
shares
|
$997,038
0.13% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
4,735
shares
|
$992,219
0.11% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
4,726
shares
|
$990,333
0.07% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
4,713
shares
|
$987,609
0.79% of portfolio
|
Q2 2023
Added 7.73%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,705
shares
|
$985,932
0.07% of portfolio
|
Q3 2024
Reduced 2.1%
|