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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,384
shares
|
$709,117
0.27% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,377
shares
|
$707,650
0.14% of portfolio
|
Q3 2024
Added 28.7%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
3,374
shares
|
$707,021
0.06% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
3,366
shares
|
$705,345
0.08% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
3,364
shares
|
$704,926
0.05% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
3,360
shares
|
$704,088
0.04% of portfolio
|
Q4 2024
Reduced 80.81%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
3,354
shares
|
$702,830
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
3,346
shares
|
$701,154
0.15% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,345
shares
|
$700,944
0.09% of portfolio
|
Q2 2024
Reduced 23.99%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,338
shares
|
$699,477
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,327
shares
|
$697,172
0.07% of portfolio
|
Q3 2023
Reduced 9.32%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,325
shares
|
$696,753
0.35% of portfolio
|
Q3 2023
Reduced 1.77%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3,320
shares
|
$695,706
0.03% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
3,313
shares
|
$694,239
0.06% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
3,298
shares
|
$691,095
0.01% of portfolio
|
Q4 2024
Added 78.95%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
3,291
shares
|
$689,629
0.05% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
3,288
shares
|
$689,000
0.1% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
3,276
shares
|
$686,485
0.24% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
3,275
shares
|
$686,276
0.12% of portfolio
|
Q4 2024
Added 16.55%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
3,275
shares
|
$686,276
0.01% of portfolio
|
Q4 2023
Reduced 3.14%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,267
shares
|
$684,599
0.1% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
3,264
shares
|
$683,971
0.2% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,254
shares
|
$681,875
0.02% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,253
shares
|
$681,666
0.07% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
3,231
shares
|
$677,056
0.01% of portfolio
|
Q3 2024
New holding
|