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 2,339 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $75.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
1,563
shares
|
$351,534
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
1,560
shares
|
$350,859
0.22% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
1,557
shares
|
$350,184
0.06% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
1,557
shares
|
$350,184
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
1,553
shares
|
$349,285
0.06% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
1,552
shares
|
$349,060
0.19% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
1,548
shares
|
$348,160
0.17% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,541
shares
|
$346,586
0.03% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Mar 07, 2025 Q4 2024 |
1,538
shares
|
$345,911
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,536
shares
|
$345,461
0.03% of portfolio
|
Q4 2024
Added 15.06%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,533
shares
|
$344,787
0.39% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,530
shares
|
$344,112
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
1,529
shares
|
$343,887
0.15% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
1,528
shares
|
$343,662
0.03% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
1,526
shares
|
$343,212
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
1,525
shares
|
$342,987
0.16% of portfolio
|
Q3 2024
Reduced 19.18%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
1,518
shares
|
$341,413
0.07% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
1,518
shares
|
$341,413
0.16% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
1,517
shares
|
$341,188
0.05% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
1,514
shares
|
$340,513
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,512
shares
|
$340,063
0.13% of portfolio
|
Q3 2023
Added 11.01%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
1,505
shares
|
$338,489
0.04% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,502
shares
|
$337,814
0.22% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
1,500
shares
|
$337,365
0.04% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
1,500
shares
|
$337,365
0.22% of portfolio
|
Q4 2022
Reduced 23.7%
|