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 2,195 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 $69.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
2,419
shares
|
$516,819
0.83% of portfolio
|
Q3 2023
Added 6.38%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,415
shares
|
$515,964
0.02% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
2,401
shares
|
$512,973
0.06% of portfolio
|
Q4 2024
Added 2864.2%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
2,401
shares
|
$512,973
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
2,400
shares
|
$512,760
0.24% of portfolio
|
Q1 2022
Reduced 2.04%
|
|
|
Alta Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
2,400
shares
|
$512,760
0.03% of portfolio
|
Q3 2024
Reduced 52.0%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
2,397
shares
|
$512,119
0.37% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,397
shares
|
$512,119
0.11% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
2,391
shares
|
$510,837
0.07% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,386
shares
|
$509,768
0.04% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
2,374
shares
|
$507,205
0.12% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,371
shares
|
$506,564
0.09% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
2,369
shares
|
$506,136
0.06% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,361
shares
|
$504,427
0.19% of portfolio
|
Q3 2024
Added 140.92%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
2,354
shares
|
$502,932
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,349
shares
|
$501,863
0.06% of portfolio
|
Q3 2022
Reduced 33.27%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,348
shares
|
$501,650
0.31% of portfolio
|
Q2 2024
Reduced 51.05%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
2,346
shares
|
$501,222
0.08% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
2,334
shares
|
$498,659
0.18% of portfolio
|
Q1 2023
Reduced 2.87%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
2,327
shares
|
$497,163
0.08% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,316
shares
|
$494,813
0.61% of portfolio
|
Q2 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,311
shares
|
$493,745
0.02% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2,305
shares
|
$492,463
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,303
shares
|
$492,035
0.04% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
2,302
shares
|
$491,822
0.07% of portfolio
|
Q4 2024
Added 5.99%
|