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 |
|---|---|---|---|---|---|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,869
shares
|
$810,748
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
3,867
shares
|
$810,329
0.36% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
3,866
shares
|
$810,120
0.03% of portfolio
|
Q4 2020
Reduced 2.22%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,863
shares
|
$809,491
0.06% of portfolio
|
Q4 2024
Added 26.41%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
3,850
shares
|
$806,767
0.19% of portfolio
|
Q1 2023
Added 196.15%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
3,846
shares
|
$805,929
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
3,833
shares
|
$803,205
0.03% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
3,832
shares
|
$802,995
0.35% of portfolio
|
Q4 2024
Added 54.27%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
3,831
shares
|
$802,786
0.63% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,828
shares
|
$802,157
0.02% of portfolio
|
Q3 2024
Added 278.64%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,827
shares
|
$801,947
0.12% of portfolio
|
Q4 2024
Added 114.16%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
3,825
shares
|
$801,528
0.69% of portfolio
|
Q4 2022
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
3,822
shares
|
$800,900
0.0% of portfolio
|
Q3 2024
Added 24.7%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
3,819
shares
|
$800,271
0.03% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
3,818
shares
|
$800,061
0.24% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
3,804
shares
|
$797,128
0.41% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,803
shares
|
$796,918
0.07% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,802
shares
|
$796,709
0.07% of portfolio
|
Q3 2024
Reduced 23.5%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,792
shares
|
$794,613
0.02% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
3,778
shares
|
$791,679
0.13% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
3,761
shares
|
$788,117
0.03% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
3,753
shares
|
$786,441
0.09% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,739
shares
|
$783,507
0.17% of portfolio
|
Q2 2022
Reduced 47.51%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,737
shares
|
$783,088
0.39% of portfolio
|
Q1 2022
Added 0.32%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
3,731
shares
|
$781,831
0.04% of portfolio
|
Q3 2024
Added 0.19%
|