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 2,185 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 $67.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,194
shares
|
$247,456
0.07% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
1,192
shares
|
$247,042
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
1,191
shares
|
$246,834
0.12% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
1,190
shares
|
$246,627
0.03% of portfolio
|
Q3 2024
Added 17.01%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
1,188
shares
|
$246,213
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,188
shares
|
$246,213
0.02% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
1,187
shares
|
$246,005
0.06% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,187
shares
|
$246,005
0.03% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
1,184
shares
|
$245,384
0.02% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,182
shares
|
$244,969
0.02% of portfolio
|
Q2 2024
Added 15.09%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
1,180
shares
|
$244,555
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
1,180
shares
|
$244,555
0.02% of portfolio
|
Q2 2024
Reduced 14.12%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 07, 2025 Q4 2024 |
1,179
shares
|
$244,347
0.05% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
1,175
shares
|
$243,518
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
1,169
shares
|
$242,275
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
1,168
shares
|
$242,068
0.02% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,166
shares
|
$241,653
0.06% of portfolio
|
Q2 2024
Added 17.66%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
1,165
shares
|
$241,446
0.02% of portfolio
|
Q3 2024
Reduced 68.47%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
1,165
shares
|
$241,446
0.06% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,164
shares
|
$241,239
0.02% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,164
shares
|
$241,239
0.02% of portfolio
|
Q4 2023
Reduced 43.93%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,158
shares
|
$239,995
0.06% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
1,152
shares
|
$238,752
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
1,152
shares
|
$238,752
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
1,151
shares
|
$238,544
0.07% of portfolio
|
Q3 2024
Added 4.26%
|