Public record / Tickers / CWST

CWST — CASELLA WASTE SYSTEMS INC

Both disclosure regimes on one name: who in Congress filed about CWST, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming CWST
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-22
filed 2025-06-22
13F holders
325
top-325 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every CWST row by the provable lower bound, never a point estimate.

No member disclosed CWST in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CWST · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CWST
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$50K–$100K
2020-01-16Susie Lee D–NV-3Sale · JT (jointly owned)Traded 2019-12-10 +37d$1K–$15K
2019-10-21Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 09-12 +39d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in CWST

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed CWST in the trailing 12 months.

Congress ↔ notable managers · CWST

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $500K held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CASELLA WASTE SYS INC

Merged timeline of congressional filings and notable-manager moves on CWST
DateWhoChangeSize
2026-05-14Caxton Associates 13Fnew+6,300 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CWST for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$718M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$266M1
3Conestoga Capital Advisors, LLC$223M1
4VANGUARD CAPITAL MANAGEMENT LLC$222M1
5WASATCH ADVISORS LP$205M1
6STATE STREET CORP$190M1
7Capital Research Global Investors$185M1
8Capital International Investors$155M1
9Invesco Ltd.$131M1
10WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$99.7M1
11WELLINGTON MANAGEMENT GROUP LLP$96.1M1
12MORGAN STANLEY$94.8M1
13EARNEST PARTNERS LLC$89.9M1
14DIMENSIONAL FUND ADVISORS LP$84.7M1
15UBS Group AG$74.0M1
16Pictet Asset Management Holding SA$73.3M1
17NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$66.3M1
18WESTFIELD CAPITAL MANAGEMENT CO LP$65.3M1
19Allspring Global Investments Holdings, LLC$58.9M1
20VOYA INVESTMENT MANAGEMENT LLC$57.5M1
21BAMCO INC /NY/$57.0M1
22NORTHERN TRUST CORP$56.5M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$51.8M1
24BROWN ADVISORY INC$51.5M1
25BNP Paribas Asset Management Holding S.A.$47.0M1
26LONDON CO OF VIRGINIA$42.3M1
27SEI INVESTMENTS CO$41.7M1
28Point72 Asset Management, L.P.$36.8M1
29SCHRODER INVESTMENT MANAGEMENT GROUP$35.1M1
30BANK OF AMERICA CORP /DE/$34.8M1
31VANGUARD FIDUCIARY TRUST CO$34.6M1
32Woodline Partners LP$33.0M1
33Capital World Investors$31.1M1
34Select Equity Group, L.P.$31.1M1
35FIFTH THIRD BANCORP$30.7M1
36FRANKLIN RESOURCES INC$27.4M1
37Global Alpha Capital Management Ltd.$25.9M1
38PRINCIPAL FINANCIAL GROUP INC$24.3M1
39UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$23.2M1
40BLAIR WILLIAM & CO/IL$23.0M1
41RAYMOND JAMES FINANCIAL INC$22.6M1
42Harvey Partners, LLC$22.3M1
43ENVESTNET ASSET MANAGEMENT INC$21.9M1
44Zimmer Partners, LP$20.4M1
45Rockefeller Capital Management L.P.$20.3M1
46Granahan Investment Management, LLC$19.9M1
47Aberdeen Group plc$19.8M1
48PUBLIC SECTOR PENSION INVESTMENT BOARD$17.7M1
49Tidal Investments LLC$17.6M1
50THORNBURG INVESTMENT MANAGEMENT INC$16.1M1
51Aristotle Capital Boston, LLC$15.5M1
52CREDIT AGRICOLE S A$14.8M1
53Nuveen, LLC$13.9M1
54Granite Investment Partners, LLC$13.0M1
55JENNISON ASSOCIATES LLC$12.2M1
56OSTERWEIS CAPITAL MANAGEMENT INC$11.8M1
57Legal & General Group Plc$11.4M1
58Swiss National Bank$9.8M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.5M1
60STATE OF WISCONSIN INVESTMENT BOARD$9.0M1
61BOOTHBAY FUND MANAGEMENT, LLC$8.8M1
62PICTON MAHONEY ASSET MANAGEMENT$8.1M1
63ROYAL BANK OF CANADA$7.7M1
64ALLIANCEBERNSTEIN L.P.$7.5M1
65AXIOM INVESTORS LLC /DE$7.3M1
66WELLS FARGO & COMPANY/MN$6.6M1
67LAZARD ASSET MANAGEMENT LLC$6.6M1
68J. Safra Sarasin Holding AG$5.9M1
69OPPENHEIMER ASSET MANAGEMENT INC.$5.7M1
70KING LUTHER CAPITAL MANAGEMENT CORP$5.7M1
71MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.6M1
72Maven Securities LTD$5.6M1
73Ensign Peak Advisors, Inc$5.3M1
744D Advisors, LLC$5.2M1
75PRUDENTIAL FINANCIAL INC$5.1M1
76Roubaix Capital, LLC$5.0M1
77DEUTSCHE BANK AG\$4.6M1
78AMERICAN CENTURY COMPANIES INC$4.5M1
79VANGUARD ASSET MANAGEMENT, Ltd$4.3M1
80Pathstone Holdings, LLC$4.2M1
81Atom Investors LP$4.2M1
82STIFEL FINANCIAL CORP$4.1M1
83ExodusPoint Capital Management, LP$4.1M1
84BRANT POINT INVESTMENT MANAGEMENT LLC$4.1M1
85Emerald Investment Advisers, LLC$4.0M1
86FIRST TRUST ADVISORS LP$3.8M1
87Y-Intercept (Hong Kong) Ltd$3.7M1
88Universal- Beteiligungs- und Servicegesellschaft mbH$3.7M1
89Capital International, Inc./CA/$3.6M1
90WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.5M1
91TD ASSET MANAGEMENT INC$3.3M1
92OAK RIDGE INVESTMENTS LLC$2.9M1
93KRAEMATON INVESTMENT ADVISORS, INC$2.9M1
94Focus Partners Wealth$2.8M1
95SMA Capital LLC$2.8M1
96CITADEL ADVISORS LLC$2.8M1
97Illinois Municipal Retirement Fund$2.7M1
98XTX Topco Ltd$2.7M1
99B. Metzler seel. Sohn & Co. AG$2.6M1
100HOMESTEAD ADVISERS CORP$2.5M1
101LPL Financial LLC$2.5M1
102SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M1
103Private Advisor Group, LLC$2.4M1
104MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.4M1
105MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.3M1
106UniSuper Management Pty Ltd$2.3M1
107MOODY ALDRICH PARTNERS LLC$2.3M1
108Empowered Funds, LLC$2.3M1
109SG Capital Management LLC$2.3M1
110TOMPKINS FINANCIAL CORP$2.1M1
111Janus Henderson Group Ltd.$2.1M1
112Gradient Investments LLC$2.0M1
113Creative Planning$2.0M1
114Zurcher Kantonalbank (Zurich Cantonalbank)$2.0M1
115Vanguard Global Advisers, LLC$2.0M1
116MML INVESTORS SERVICES, LLC$1.9M1
117LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.9M1
118State of New Jersey Common Pension Fund D$1.9M1
119EXCHANGE TRADED CONCEPTS, LLC$1.9M1
120HBK Sorce Advisory LLC$1.8M1
121Cetera Investment Advisers$1.7M1
122Future Fund LLC$1.5M1
123HM PAYSON & CO$1.5M1
124Arizona State Retirement System$1.4M1
125Pembroke Management, LTD$1.4M1
126FORMULA GROWTH LTD$1.4M1
127Dynamic Technology Lab Private Ltd$1.3M1
128AQR CAPITAL MANAGEMENT LLC$1.3M1
129STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.3M1
130Vanguard Investments Australia, Ltd.$1.3M1
131COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
132Pinnacle Financial Partners, Inc.$1.2M1
133Portolan Capital Management, LLC$1.2M1
134BANK OF MONTREAL /CAN/$1.2M1
135CITIGROUP INC$1.2M1
136OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
137Callan Family Office, LLC$1.1M1
138US BANCORP \DE\$1.1M1
139Allworth Financial LP$1.1M1
140Blueshift Asset Management, LLC$1.1M1
141INTECH INVESTMENT MANAGEMENT LLC$1.1M1
142FMR LLC$1.0M1
143TWO SIGMA INVESTMENTS, LP$997K1
144TRUIST FINANCIAL CORP$972K1
145Federation des caisses Desjardins du Quebec$947K1
146Vanguard Personalized Indexing Management, LLC$910K1
147SEARLE & CO.$897K1
148BENJAMIN EDWARDS INC$890K1
149Steward Partners Investment Advisory, LLC$827K1
150Jefferies Financial Group Inc.$793K1
151ProShare Advisors LLC$776K1
152Maryland State Retirement & Pension System$722K1
153TWO SIGMA SECURITIES, LLC$696K1
154KEYBANK NATIONAL ASSOCIATION/OH$669K1
155Skylands Capital, LLC$664K1
156Rithm Capital Corp.$655K1
157Northwest & Ethical Investments L.P.$604K1
158NEW YORK LIFE INVESTMENT MANAGEMENT LLC$581K1
159SHEETS SMITH WEALTH MANAGEMENT$573K1
160Corient Private Wealth LLC$558K1
161Quantinno Capital Management LP$510K1
162CAXTON ASSOCIATES LLP$500K1
163Highlander Partners, L.P.$476K1
164CenterBook Partners LP$474K1
165Tower Research Capital LLC (TRC)$471K1
166XPONANCE LLC$470K1
167SUMMITRY LLC$465K1
168Patriot Financial Group Insurance Agency, LLC$456K1
169HighTower Advisors, LLC$443K1
170Holocene Advisors, LP$443K1
171Atria Investments, Inc$433K1
172Bridgefront Capital, LLC$400K1
173Amundi$374K1
174FIDUCIARY TRUST CO$374K1
175Vestmark Advisory Solutions, Inc.$374K1
176Asset Advisory Group, Inc.$361K1
177Access Investment Management LLC$357K1
178Sanctuary Advisors, LLC$339K1
179COMMONWEALTH EQUITY SERVICES, LLC$335K1
180INCEPTIONR LLC$329K1
181&PARTNERS$321K1
182LIBERTY ONE INVESTMENT MANAGEMENT, LLC$321K1
183MERCER GLOBAL ADVISORS INC /ADV$320K1
184MARCO INVESTMENT MANAGEMENT LLC$318K1
185Hilltop National Bank$313K1
186Swiss Life Asset Management Ltd$305K1
187Cerity Partners LLC$304K1
188CIBC Bancorp USA Inc.$294K1
189Orion Porfolio Solutions, LLC$291K1
190Assenagon Asset Management S.A.$291K1
191Cetera Trust Company, N.A$271K1
192ALPINE WOODS CAPITAL INVESTORS, LLC$270K1
193MQS Management LLC$262K1
194GRIMES & Co WEALTH MANAGEMENT, LLC$262K1
195Hardy Reed LLC$254K1
196DE BURLO GROUP INC$246K1
197AE Wealth Management LLC$244K1
198Dakota Wealth Management$230K1
199Brooklyn Investment Group$229K1
200Vise Technologies, Inc.$226K1
201Intellectus Partners, LLC$223K1
202Edgestream Partners, L.P.$223K1
203ELEVATION POINT WEALTH PARTNERS, LLC$223K1
204DRW Securities, LLC$213K1
205PROFUND ADVISORS LLC$211K1
206QUADRANT CAPITAL GROUP LLC$207K1
207SILVERLAKE WEALTH MANAGEMENT LLC$205K1
208OSAIC HOLDINGS, INC.$163K1
209State of Wyoming$144K1
210Freestone Grove Partners LP$144K1
211Atlantic Union Bankshares Corp$79.6K1
212SIGNATUREFD, LLC$71.6K1
213Larson Financial Group LLC$69.7K1
214NATIONAL BANK OF CANADA /FI/$55.7K1
215Arax Advisory Partners$55.4K1
216Pinnacle Wealth Planning Services, Inc.$51.4K1
217Smartleaf Asset Management LLC$43.0K1
218CWM, LLC$38.9K1
219Blue Trust, Inc.$38.6K1
220Eurizon Capital SGR S.p.A.$37.4K1
221Leonteq Securities AG$36.6K1
222Kemnay Advisory Services Inc.$35.4K1
223SHP Wealth Management$34.8K1
224Parkside Financial Bank & Trust$32.7K1
225Opal Wealth Advisors, LLC$30.1K1
226NOMURA ASSET MANAGEMENT CO LTD$27.8K1
227Measured Wealth Private Client Group, LLC$23.6K1
228Mitsubishi UFJ Asset Management Co., Ltd.$21.6K1
229MAI Capital Management$20.6K1
230MATHER GROUP, LLC.$20.3K1
231UMB Bank, n.a.$19.4K1
232Grove Bank & Trust$17.3K1
233Clearstead Advisors, LLC$15.9K1
234Clark Wealth Partners$15.7K1
235Key FInancial Inc$11.7K1
236HHM Wealth Advisors, LLC$10.6K1
237THRIVENT FINANCIAL FOR LUTHERANS$9.6K1
238WPG Advisers, LLC$9.0K1
239Clearstead Trust, LLC$6.2K1
240JNBA Financial Advisors$5.4K1
241CVA Family Office, LLC$4.8K1
242Crewe Advisors LLC$4.1K1
243CANADA LIFE ASSURANCE Co$4.1K1
244CENTRAL TRUST Co$3.7K1
245Private Wealth Management Group, LLC$3.5K1
246Owl Creek Wealth Partners LLC$3.2K1
247Optiver Holding B.V.$3.0K1
248Manchester Capital Management LLC$2.9K1
249State of Alaska, Department of Revenue$2.4K1
250JFS WEALTH ADVISORS, LLC$2.1K1
251Quarry LP$2.1K1
252NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.0K1
253TD Capital Management LLC$1.9K1
254ASSETMARK, INC$1.5K1
255Bell Investment Advisors, Inc$1.3K1
256MONTAG A & ASSOCIATES INC$1.1K1
257WOLFF WIESE MAGANA LLC$1.1K1
258Physician Wealth Advisors, Inc.$9531
259JPL Wealth Management, LLC$7941
260Kilter Group LLC$7151
261Westfuller Advisors, LLC$7051
262PARK AVENUE SECURITIES LLC$6531
263Advocate Investing Services LLC$5551
264GSA CAPITAL PARTNERS LLP$5241
265SJS Investment Consulting Inc.$4771
266DiNuzzo Private Wealth, Inc.$4771
267MidFirst Bank$4761
268Rialto Wealth Management, LLC$3181
269Prestige Wealth Management Group LLC$2391
270Abound Wealth Management$2391
271Vermillion Wealth Management, Inc.$2381
272HFM Investment Advisors, LLC$2381
273Premier Fund Managers Ltd$2171
274KBC Group NV$1601
275Signature Equity Partners, LLC$791
276Avion Wealth$01
277ASSOCIATED BANC-CORP$01
278VANGUARD GROUP INC$01
279GLENMEDE TRUST CO NA$01
280TEACHER RETIREMENT SYSTEM OF TEXAS$01
281HARBOUR INVESTMENTS, INC.$01
282COMERICA BANK$01
283MACKENZIE FINANCIAL CORP$01
284SHELTON CAPITAL MANAGEMENT$01
285CIBC WORLD MARKETS CORP$01
286WCM INVESTMENT MANAGEMENT, LLC$01
287FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$01
288CIBC Private Wealth Group LLC$01
289TimesSquare Capital Management, LLC$01
290Curi Capital, LLC$01
291NORGES BANK$01
292Brevan Howard Capital Management LP$01
293Allianz Asset Management GmbH$01
294MIRABELLA FINANCIAL SERVICES LLP$01
295Headlands Technologies LLC$01
296JANE STREET GROUP, LLC$01
297Avior Wealth Management, LLC$01
298MARK SHEPTOFF FINANCIAL PLANNING, LLC$01
299IQ EQ FUND MANAGEMENT (IRELAND) Ltd$01
300MV CAPITAL MANAGEMENT, INC.$01
301Intrinsic Edge Capital Management LLC$01
302CHOREO, LLC$01
303Global Retirement Partners, LLC$01
304Farringdon Capital, Ltd.$01
305Yaupon Capital Management LP$01
306Curated Wealth Partners LLC$01
307Kestra Advisory Services, LLC$01
308F/m Investments LLC$01
309Everhart Financial Group, Inc.$01
310AlphaQuest LLC$01
311SageView Advisory Group, LLC$01
312Dunhill Financial, LLC$01
313Polymer Capital Management (US) LLC$01
314Envestnet Portfolio Solutions, Inc.$01
315Pingora Partners LLC$01
316Abel Hall, LLC$01
317American Capital Advisory, LLC$01
318SummitTX Capital, L.P.$01
319Ankerstar Wealth, LLC$01
320GILPIN WEALTH MANAGEMENT, LLC$01
321Pacific Capital Partners Ltd$01
322OPTIMA CAPITAL LLC$01
323MASECO LLP$01
324VARCOV Co.$01
325Congruence Capital, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 325 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CWST

RETAINED WINDOW · ACTIVE HITS

Zero hits on CWST in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CWST · financials and macro

Financials — as filed PLANNED

CWST's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CWST on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing