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 2,187 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $66.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
26
shares
|
$5,298
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
26
shares
|
$5,298
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
25
shares
|
$5,095
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
20
shares
|
$4,076
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
20
shares
|
$4,076
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
18
shares
|
$3,668
0.0% of portfolio
|
Q4 2023
Reduced 95.87%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
17
shares
|
$3,464
0.0% of portfolio
|
Q3 2024
Reduced 51.43%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
16
shares
|
$3,260
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
15
shares
|
$3,057
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
14
shares
|
$2,853
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
14
shares
|
$2,853
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
14
shares
|
$2,853
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$2,445
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
10
shares
|
$2,038
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
10
shares
|
$2,038
0.0% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
10
shares
|
$2,038
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
9
shares
|
$1,834
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8
shares
|
$1,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
6
shares
|
$1,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
6
shares
|
$1,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
6
shares
|
$1,222
0.0% of portfolio
|
Q3 2024
Reduced 98.54%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
5
shares
|
$1,019
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
5
shares
|
$1,019
0.0% of portfolio
|
Q2 2023
Reduced 91.67%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
5
shares
|
$1,019
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
5
shares
|
$1,019
0.0% of portfolio
|
Q2 2024
New holding
|