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 2,332 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $77.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
30
shares
|
$6,911
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
30
shares
|
$6,911
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
30
shares
|
$6,911
0.0% of portfolio
|
Q4 2022
Reduced 93.02%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
30
shares
|
$6,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
29
shares
|
$6,681
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
27
shares
|
$6,220
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
27
shares
|
$6,220
0.0% of portfolio
|
Q4 2023
Added 3.85%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
27
shares
|
$6,220
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
26
shares
|
$5,990
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
26
shares
|
$5,990
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
26
shares
|
$5,990
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
26
shares
|
$5,990
0.0% of portfolio
|
Q4 2024
Reduced 21.21%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
25
shares
|
$5,759
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
24
shares
|
$5,529
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
24
shares
|
$5,529
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
20
shares
|
$4,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
20
shares
|
$4,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
20
shares
|
$4,607
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
18
shares
|
$4,147
0.0% of portfolio
|
Q4 2023
Reduced 95.87%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
18
shares
|
$4,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
17
shares
|
$3,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
17
shares
|
$3,916
0.0% of portfolio
|
Q3 2024
Reduced 51.43%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
17
shares
|
$3,916
0.01% of portfolio
|
Q4 2024
Reduced 89.63%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
16
shares
|
$3,686
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
16
shares
|
$3,686
0.0% of portfolio
|
Q4 2024
New holding
|