Filing Research | CWST - CASELLA WASTE SYS INC Institutional Holdings

Snapshot holdings

50 / 81 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	3.5MSH	$342.5M
2	Conestoga Capital Advisors, LLC	Shares	2.3MSH	$226.5M
3	Boston Trust Walden Corp	Shares	372.6KSH	$36.1M
4	FENIMORE ASSET MANAGEMENT INC	Shares	191.9KSH	$18.6M
5	RIVERBRIDGE PARTNERS LLC	Shares	103.0KSH	$10.0M
6	Catawba River Capital	Shares	87.7KSH	$8.5M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	42.1KSH	$4.1M
8	OAK RIDGE INVESTMENTS LLC	Shares	37.3KSH	$3.6M
9	KRAEMATON INVESTMENT ADVISORS, INC	Shares	35.7KSH	$3.5M
10	Louisiana State Employees Retirement System	Shares	27.4KSH	$2.7M
11	TOMPKINS FINANCIAL CORP	Shares	26.7KSH	$2.6M
12	Gradient Investments LLC	Shares	26.7KSH	$2.6M
13	EXCHANGE TRADED CONCEPTS, LLC	Shares	23.8KSH	$2.3M
14	MOODY ALDRICH PARTNERS LLC	Shares	22.7KSH	$2.2M
15	HM PAYSON & CO	Shares	19.3KSH	$1.9M
16	Police & Firemen's Retirement System of New Jersey	Shares	18.9KSH	$1.8M
17	Assenagon Asset Management S.A.	Shares	17.9KSH	$1.7M
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	17.0KSH	$1.7M
19	MOODY NATIONAL BANK TRUST DIVISION	Shares	15.2KSH	$1.5M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	14.8KSH	$1.4M
21	BENJAMIN EDWARDS INC	Shares	12.3KSH	$1.2M
22	PensionDanmark Pensionsforsikringsaktieselskab	Shares	12.0KSH	$1.2M
23	SHEETS SMITH WEALTH MANAGEMENT	Shares	10.3KSH	$994.4K
24	AMI ASSET MANAGEMENT CORP	Shares	7.3KSH	$709.3K
25	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	6.9KSH	$670.5K
26	SUMMITRY LLC	Shares	6.0KSH	$580.0K
27	Asset Advisory Group, Inc.	Shares	4.6KSH	$441.8K
28	Hilltop National Bank	Shares	3.9KSH	$382.2K
29	ZWJ INVESTMENT COUNSEL INC	Shares	3.8KSH	$370.2K
30	Mascoma Wealth Management LLC	Shares	3.4KSH	$333.6K
31	Merit Financial Group, LLC	Shares	3.4KSH	$329.4K
32	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	3.3KSH	$320.0K
33	Abel Hall, LLC	Shares	2.8KSH	$270.5K
34	Patriot Financial Group Insurance Agency, LLC	Shares	2.7KSH	$265.2K
35	Sequoia Financial Advisors, LLC	Shares	2.6KSH	$255.8K
36	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	2.5KSH	$242.4K
37	Revolve Wealth Partners, LLC	Shares	2.2KSH	$209.7K
38	First Bank & Trust	Shares	2.1KSH	$201.6K
39	Curated Wealth Partners LLC	Shares	70.4KSH	$184.3K
40	GAMMA Investing LLC	Shares	1.8KSH	$174.4K
41	Atlantic Edge Private Wealth Management, LLC	Shares	1.1KSH	$109.6K
42	Ares Financial Consulting, LLC	Shares	685SH	$66.4K
43	SIGNATUREFD, LLC	Shares	598SH	$58.0K
44	HARBOR INVESTMENT ADVISORY, LLC	Shares	518SH	$50.2K
45	Blue Trust, Inc.	Shares	487SH	$47.2K
46	Versant Capital Management, Inc	Shares	290SH	$28.1K
47	Skylands Capital, LLC	Shares	275SH	$26.7K
48	Grove Bank & Trust	Shares	218SH	$21.1K
49	EverSource Wealth Advisors, LLC	Shares	187SH	$18.1K
50	ST GERMAIN D J CO INC	Shares	172SH	$16.7K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 93 loaded

#		Instrument
1	WASATCH ADVISORS LP added	Shares	+949.4K	+$137.6M	$342.5M
2	FENIMORE ASSET MANAGEMENT INC added	Shares	+45.3K	+$7.0M	$18.6M
3	Boston Trust Walden Corp trimmed	Shares	-12.1K	+$5.6M	$36.1M
4	Conestoga Capital Advisors, LLC trimmed	Shares	-468.3K	+$4.0M	$226.5M
5	MOODY NATIONAL BANK TRUST DIVISION new	Shares	+15.2K	+$1.5M	$1.5M
6	Assenagon Asset Management S.A. added	Shares	+14.2K	+$1.4M	$1.7M
7	Catawba River Capital added	Shares	+553	+$1.4M	$8.5M
8	OAK RIDGE INVESTMENTS LLC added	Shares	+724	+$714.6K	$3.6M
9	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new	Shares	+6.9K	+$670.5K	$670.5K
10	KRAEMATON INVESTMENT ADVISORS, INC trimmed	Shares	-465	+$592.1K	$3.5M
11	Gradient Investments LLC added	Shares	+932	+$543.8K	$2.6M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.5K	+$538.9K	$4.1M
13	Police & Firemen's Retirement System of New Jersey added	Shares	+1.8K	+$474.4K	$1.8M
14	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$470.3K	$2.6M
15	Louisiana State Employees Retirement System trimmed	Shares	-300	+$459.3K	$2.7M
16	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+366	+$448.4K	$2.3M
17	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+3.0K	+$421.6K	$994.4K
18	HM PAYSON & CO added	Shares	+850	+$408.0K	$1.9M
19	ZWJ INVESTMENT COUNSEL INC new	Shares	+3.8K	+$370.2K	$370.2K
20	Merit Financial Group, LLC new	Shares	+3.4K	+$329.4K	$329.4K
21	BENJAMIN EDWARDS INC added	Shares	+1.1K	+$300.2K	$1.2M
22	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-57	+$295.6K	$1.7M
23	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+900	+$282.4K	$1.2M
24	Abel Hall, LLC new	Shares	+2.8K	+$270.5K	$270.5K
25	Sequoia Financial Advisors, LLC new	Shares	+2.6K	+$255.8K	$255.8K
26	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-607	+$213.6K	$1.4M
27	Revolve Wealth Partners, LLC new	Shares	+2.2K	+$209.7K	$209.7K
28	First Bank & Trust new	Shares	+2.1K	+$201.6K	$201.6K
29	Curated Wealth Partners LLC new	Shares	+70.4K	+$184.3K	$184.3K
30	SUMMITRY LLC added	Shares	+125	+$115.4K	$580.0K
31	Atlantic Edge Private Wealth Management, LLC new	Shares	+1.1K	+$109.6K	$109.6K
32	AMI ASSET MANAGEMENT CORP trimmed	Shares	-281	+$106.7K	$709.3K
33	Asset Advisory Group, Inc. unchanged	Shares	0	+$80.3K	$441.8K
34	Hilltop National Bank unchanged	Shares	0	+$69.5K	$382.2K
35	GAMMA Investing LLC added	Shares	+454	+$67.7K	$174.4K
36	Mascoma Wealth Management LLC unchanged	Shares	0	+$60.6K	$333.6K
37	GRIMES & Co WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$58.2K	$320.0K
38	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+518	+$50.2K	$50.2K
39	ARMSTRONG ADVISORY GROUP, INC new	Shares	+133	+$12.9K	$12.9K
40	Ares Financial Consulting, LLC unchanged	Shares	0	+$10.6K	$66.4K
41	Blue Trust, Inc. unchanged	Shares	0	+$8.6K	$47.2K
42	SJS Investment Consulting Inc. added	Shares	+70	+$6.9K	$7.4K
43	Rosenberg Matthew Hamilton new	Shares	+61	+$5.9K	$5.9K
44	Versant Capital Management, Inc added	Shares	+5	+$5.5K	$28.1K
45	MassMutual Private Wealth & Trust, FSB added	Shares	+28	+$5.0K	$15.1K
46	Grove Bank & Trust unchanged	Shares	0	+$3.8K	$21.1K
47	Cedar Mountain Advisors, LLC added	Shares	+11	+$3.7K	$15.7K
48	ST GERMAIN D J CO INC unchanged	Shares	0	+$3.0K	$16.7K
49	Key FInancial Inc unchanged	Shares	0	+$2.6K	$14.4K
50	HHM Wealth Advisors, LLC unchanged	Shares	0	+$2.4K	$13.0K

Scroll to load more