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 |
|---|---|---|---|---|---|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
1,148
shares
|
$237,923
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
1,135
shares
|
$235,228
0.11% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
1,132
shares
|
$234,607
0.13% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,131
shares
|
$234,399
0.11% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
1,118
shares
|
$231,705
0.05% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,116
shares
|
$231,291
0.04% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
1,115
shares
|
$231,083
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,114
shares
|
$230,876
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
1,106
shares
|
$229,218
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,104
shares
|
$228,804
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
1,102
shares
|
$228,389
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
1,100
shares
|
$227,975
0.16% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$227,975
0.01% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,100
shares
|
$227,975
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$227,975
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
1,099
shares
|
$227,767
0.18% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,098
shares
|
$227,560
0.02% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
1,097
shares
|
$227,353
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,094
shares
|
$226,731
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,092
shares
|
$226,317
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
1,092
shares
|
$226,317
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,091
shares
|
$226,109
0.02% of portfolio
|
Q3 2024
Reduced 46.34%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
1,088
shares
|
$225,488
0.03% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,086
shares
|
$225,073
0.01% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
1,083
shares
|
$224,451
0.02% of portfolio
|
Q3 2024
Added 13.05%
|