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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
2,859
shares
|
$599,103
0.06% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,853
shares
|
$597,846
0.07% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
2,826
shares
|
$592,188
0.02% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
2,826
shares
|
$592,188
0.05% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
2,820
shares
|
$590,931
0.27% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2,819
shares
|
$590,721
0.03% of portfolio
|
Q2 2024
Reduced 8.56%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,811
shares
|
$589,045
0.04% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,772
shares
|
$580,872
0.15% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
2,771
shares
|
$580,663
0.39% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
2,768
shares
|
$580,034
0.21% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
2,763
shares
|
$578,986
0.07% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,741
shares
|
$574,376
0.05% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,738
shares
|
$573,747
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
2,732
shares
|
$572,490
0.04% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
2,725
shares
|
$571,023
0.23% of portfolio
|
Q4 2024
Added 49.15%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
2,725
shares
|
$571,023
0.06% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,715
shares
|
$568,928
0.04% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
2,707
shares
|
$567,251
0.04% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
2,706
shares
|
$567,042
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
2,703
shares
|
$566,413
0.18% of portfolio
|
Q3 2024
Reduced 84.9%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
2,700
shares
|
$565,785
0.0% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
2,699
shares
|
$565,575
0.28% of portfolio
|
Q4 2024
Reduced 19.34%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
2,682
shares
|
$562,013
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,676
shares
|
$560,755
0.08% of portfolio
|
Q2 2024
Reduced 6.69%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,673
shares
|
$560,127
0.4% of portfolio
|
Q3 2024
Reduced 0.93%
|