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 |
|---|---|---|---|---|---|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
1,029
shares
|
$213,260
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,029
shares
|
$213,260
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,028
shares
|
$213,053
0.07% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
1,028
shares
|
$213,053
0.03% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,022
shares
|
$211,809
0.03% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,020
shares
|
$211,395
0.08% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
1,020
shares
|
$211,395
0.03% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
D. Scott Neal, Inc.
|
Oct 17, 2024 Q3 2024 |
1,017
shares
|
$210,773
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
1,017
shares
|
$210,773
0.13% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,014
shares
|
$210,151
0.12% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
1,014
shares
|
$210,151
0.08% of portfolio
|
Q3 2024
Reduced 22.83%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,013
shares
|
$209,944
0.1% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Nat West Group PLC
|
Oct 16, 2024 Q3 2024 |
1,013
shares
|
$209,944
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
1,013
shares
|
$209,944
0.03% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
1,012
shares
|
$209,737
0.01% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
1,012
shares
|
$209,737
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
1,012
shares
|
$209,737
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
1,011
shares
|
$209,529
0.04% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
1,010
shares
|
$209,322
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,009
shares
|
$209,115
0.02% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
1,008
shares
|
$208,908
0.03% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,007
shares
|
$208,700
0.04% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
1,004
shares
|
$208,079
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,001
shares
|
$207,457
0.05% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 06, 2025 Q3 2024 |
1,000
shares
|
$207,250
0.14% of portfolio
|
Q1 2024
New holding
|