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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,082
shares
|
$224,244
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,078
shares
|
$223,415
0.09% of portfolio
|
Q3 2024
Reduced 41.7%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,077
shares
|
$223,208
0.02% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
1,075
shares
|
$222,793
0.06% of portfolio
|
Q2 2023
Reduced 12.24%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
1,073
shares
|
$222,379
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
1,068
shares
|
$221,343
0.04% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
1,065
shares
|
$220,721
0.07% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
1,054
shares
|
$218,441
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
1,053
shares
|
$218,234
0.04% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
1,052
shares
|
$218,027
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
1,050
shares
|
$217,612
0.16% of portfolio
|
Q2 2024
Reduced 26.32%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
1,049
shares
|
$217,405
0.06% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
1,048
shares
|
$217,198
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
1,047
shares
|
$216,990
0.02% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
1,045
shares
|
$216,576
0.03% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,044
shares
|
$216,369
0.01% of portfolio
|
Q1 2023
Reduced 97.74%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
1,044
shares
|
$216,369
0.04% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
1,038
shares
|
$215,125
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,036
shares
|
$214,711
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
1,036
shares
|
$214,711
0.11% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
1,034
shares
|
$214,296
0.04% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,031
shares
|
$213,674
0.08% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
1,031
shares
|
$213,674
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,030
shares
|
$213,467
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
1,029
shares
|
$213,260
0.01% of portfolio
|
Q3 2024
New holding
|