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 |
|---|---|---|---|---|---|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,050
shares
|
$639,127
0.13% of portfolio
|
Q1 2023
Reduced 6.15%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
3,050
shares
|
$639,127
0.02% of portfolio
|
Q1 2024
Reduced 4.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,042
shares
|
$637,451
0.04% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
3,019
shares
|
$632,631
0.21% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,016
shares
|
$632,002
0.09% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,010
shares
|
$630,745
0.02% of portfolio
|
Q4 2024
Reduced 31.62%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$628,650
0.07% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
2,996
shares
|
$627,811
0.27% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
2,991
shares
|
$626,764
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
2,974
shares
|
$623,201
0.36% of portfolio
|
Q3 2022
Added 1.16%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
2,970
shares
|
$622,363
0.03% of portfolio
|
Q2 2024
Added 5.92%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2,959
shares
|
$620,058
0.18% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,952
shares
|
$618,591
0.18% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,948
shares
|
$617,753
0.01% of portfolio
|
Q3 2024
Reduced 90.94%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
2,943
shares
|
$616,705
0.03% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,939
shares
|
$615,867
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,934
shares
|
$614,819
0.07% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,902
shares
|
$608,114
0.27% of portfolio
|
Q1 2023
Added 21.88%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,900
shares
|
$607,695
0.18% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
2,896
shares
|
$606,856
0.03% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
2,883
shares
|
$604,132
0.07% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
2,882
shares
|
$603,923
0.04% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,877
shares
|
$602,875
0.21% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,870
shares
|
$601,408
0.14% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
2,867
shares
|
$600,779
0.39% of portfolio
|
Q4 2024
Reduced 0.1%
|