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 |
|---|---|---|---|---|---|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
3,208
shares
|
$672,236
0.14% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,202
shares
|
$670,979
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
3,192
shares
|
$668,883
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
3,186
shares
|
$667,626
0.05% of portfolio
|
Q4 2024
Added 24.11%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
3,183
shares
|
$666,997
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,179
shares
|
$666,159
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
3,177
shares
|
$665,740
0.18% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
3,177
shares
|
$665,740
0.15% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
3,164
shares
|
$663,016
0.26% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,153
shares
|
$660,711
0.02% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,145
shares
|
$659,034
0.03% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
3,139
shares
|
$657,777
0.05% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Sl Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
3,125
shares
|
$654,843
1.04% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
3,117
shares
|
$653,167
0.21% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,114
shares
|
$652,538
0.05% of portfolio
|
Q2 2022
Added 1.53%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
3,104
shares
|
$650,443
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
3,097
shares
|
$648,976
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
3,091
shares
|
$647,719
0.04% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
3,090
shares
|
$647,509
0.15% of portfolio
|
Q1 2020
Reduced 13.69%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
3,088
shares
|
$647,090
0.12% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,086
shares
|
$646,671
0.09% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
3,082
shares
|
$645,833
0.29% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
3,081
shares
|
$645,623
0.05% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
3,067
shares
|
$642,689
0.43% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
3,063
shares
|
$641,851
0.21% of portfolio
|
Q3 2024
Added 0.07%
|