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 |
|---|---|---|---|---|---|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,722
shares
|
$779,945
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
3,720
shares
|
$779,526
0.52% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
3,696
shares
|
$774,496
0.38% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
3,682
shares
|
$771,563
0.27% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
3,678
shares
|
$770,724
0.01% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
3,677
shares
|
$770,515
0.12% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
3,676
shares
|
$770,305
0.02% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,645
shares
|
$763,809
0.05% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,641
shares
|
$762,971
0.04% of portfolio
|
Q4 2023
Added 5.35%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
3,637
shares
|
$762,133
0.04% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
3,626
shares
|
$759,828
0.5% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
3,614
shares
|
$757,313
0.05% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
3,591
shares
|
$752,494
0.05% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,591
shares
|
$752,494
0.08% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
3,560
shares
|
$745,998
0.12% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,558
shares
|
$745,578
0.05% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
3,556
shares
|
$745,159
0.17% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
3,518
shares
|
$737,196
0.03% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
3,510
shares
|
$735,520
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,507
shares
|
$734,891
0.09% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
3,471
shares
|
$727,348
0.04% of portfolio
|
Q3 2024
Added 417.29%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
3,466
shares
|
$726,300
0.03% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,458
shares
|
$724,623
0.59% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
3,456
shares
|
$724,204
0.09% of portfolio
|
Q4 2024
Added 26.22%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,425
shares
|
$717,708
0.05% of portfolio
|
Q3 2024
Added 5.61%
|