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 |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
2,301
shares
|
$491,608
0.08% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
2,300
shares
|
$491,395
0.03% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
2,299
shares
|
$491,181
0.14% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
2,286
shares
|
$488,403
0.19% of portfolio
|
N/A
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
2,282
shares
|
$487,549
0.04% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,272
shares
|
$485,412
0.08% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,263
shares
|
$483,489
0.03% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
2,260
shares
|
$482,849
0.13% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
2,259
shares
|
$482,635
0.16% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
2,255
shares
|
$481,780
0.26% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
2,250
shares
|
$480,712
0.25% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,235
shares
|
$477,507
0.07% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
2,220
shares
|
$474,303
0.07% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
2,217
shares
|
$473,662
0.02% of portfolio
|
Q4 2024
Added 22.01%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
2,217
shares
|
$473,662
0.05% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
2,212
shares
|
$472,593
0.2% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
2,194
shares
|
$468,748
0.03% of portfolio
|
Q3 2024
Reduced 35.98%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,186
shares
|
$467,038
0.06% of portfolio
|
Q3 2022
Reduced 8.38%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,174
shares
|
$464,475
0.08% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,173
shares
|
$464,261
0.09% of portfolio
|
Q4 2023
Reduced 1.59%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
2,161
shares
|
$461,697
0.13% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
2,142
shares
|
$457,638
0.11% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
2,141
shares
|
$457,424
0.18% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
2,140
shares
|
$457,211
0.16% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,129
shares
|
$454,860
0.05% of portfolio
|
Q3 2024
Added 2.01%
|