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 2,189 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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,119
shares
|
$443,782
0.07% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
2,115
shares
|
$442,944
0.19% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,112
shares
|
$442,316
0.02% of portfolio
|
Q4 2023
Reduced 41.35%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
2,111
shares
|
$442,106
0.05% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,110
shares
|
$441,897
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
2,105
shares
|
$440,850
0.18% of portfolio
|
Q2 2022
Reduced 22.15%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
2,103
shares
|
$440,431
0.01% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
2,100
shares
|
$439,803
0.25% of portfolio
|
Q3 2021
Reduced 48.78%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
2,100
shares
|
$439,803
0.31% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
2,100
shares
|
$439,803
0.1% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,096
shares
|
$438,965
0.04% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,096
shares
|
$438,965
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
2,095
shares
|
$438,755
0.17% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,077
shares
|
$434,986
0.0% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
2,074
shares
|
$434,357
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
2,072
shares
|
$433,938
0.04% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
2,060
shares
|
$431,425
0.17% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,055
shares
|
$430,378
0.18% of portfolio
|
Q1 2023
Added 2.75%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,055
shares
|
$430,378
0.03% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,053
shares
|
$429,959
0.01% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
2,049
shares
|
$429,122
0.22% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
2,044
shares
|
$428,074
0.29% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,041
shares
|
$427,446
0.09% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
2,040
shares
|
$427,237
0.02% of portfolio
|
Q4 2024
Added 46.34%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,038
shares
|
$426,818
0.06% of portfolio
|
Q3 2024
Added 2.21%
|