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 |
|---|---|---|---|---|---|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$207,250
0.07% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$207,250
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
1,000
shares
|
$207,250
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$207,250
0.06% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
1,000
shares
|
$207,250
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
1,000
shares
|
$207,250
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$207,250
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
1,000
shares
|
$207,250
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,000
shares
|
$207,250
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,000
shares
|
$207,250
0.03% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
999
shares
|
$207,042
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
998
shares
|
$206,835
0.04% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
998
shares
|
$206,835
0.12% of portfolio
|
Q3 2024
Reduced 24.57%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
997
shares
|
$206,628
0.06% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
992
shares
|
$205,592
0.14% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
990
shares
|
$205,177
0.02% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
989
shares
|
$204,970
0.07% of portfolio
|
Q1 2024
Reduced 26.63%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
988
shares
|
$204,763
0.05% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
986
shares
|
$204,348
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
985
shares
|
$204,141
0.01% of portfolio
|
Q2 2024
Added 24.21%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
985
shares
|
$204,141
0.03% of portfolio
|
Q3 2024
Reduced 60.57%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
985
shares
|
$204,141
0.12% of portfolio
|
Q3 2024
Reduced 67.7%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
985
shares
|
$204,141
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
982
shares
|
$203,519
0.09% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
981
shares
|
$203,312
0.05% of portfolio
|
Q2 2024
New holding
|