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 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $50.0K–$100K

SELL · 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
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SELLTraded 05-12 +41d$50K–$100K
2020-01-16Susie Lee D–NV-3SELL JT (jointly owned)Traded 2019-12-10 +37d$1K–$15K
2019-10-21Susie Lee D–NV-3BUY JT (jointly owned)Traded 09-12 +39d$1K–$15K
Each 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 2026-10-01

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 2026-07-03 → 2026-10-01 · 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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · 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
#FilerValueSecuritiesFlagsSrc
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— value not disclosed1
278VANGUARD GROUP INC— value not disclosed1
279GLENMEDE TRUST CO NA— value not disclosed1
280TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
281HARBOUR INVESTMENTS, INC.— value not disclosed1
282COMERICA BANK— value not disclosed1
283MACKENZIE FINANCIAL CORP— value not disclosed1
284SHELTON CAPITAL MANAGEMENT— value not disclosed1
285CIBC WORLD MARKETS CORP— value not disclosed1
286WCM INVESTMENT MANAGEMENT, LLC— value not disclosed1
287FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
288CIBC Private Wealth Group LLC— value not disclosed1
289TimesSquare Capital Management, LLC— value not disclosed1
290Curi Capital, LLC— value not disclosed1
291NORGES BANK— value not disclosed1
292Brevan Howard Capital Management LP— value not disclosed1
293Allianz Asset Management GmbH— value not disclosed1
294MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
295Headlands Technologies LLC— value not disclosed1
296JANE STREET GROUP, LLC— value not disclosed1
297Avior Wealth Management, LLC— value not disclosed1
298MARK SHEPTOFF FINANCIAL PLANNING, LLC— value not disclosed1
299IQ EQ FUND MANAGEMENT (IRELAND) Ltd— value not disclosed1
300MV CAPITAL MANAGEMENT, INC.— value not disclosed1
301Intrinsic Edge Capital Management LLC— value not disclosed1
302CHOREO, LLC— value not disclosed1
303Global Retirement Partners, LLC— value not disclosed1
304Farringdon Capital, Ltd.— value not disclosed1
305Yaupon Capital Management LP— value not disclosed1
306Curated Wealth Partners LLC— value not disclosed1
307Kestra Advisory Services, LLC— value not disclosed1
308F/m Investments LLC— value not disclosed1
309Everhart Financial Group, Inc.— value not disclosed1
310AlphaQuest LLC— value not disclosed1
311SageView Advisory Group, LLC— value not disclosed1
312Dunhill Financial, LLC— value not disclosed1
313Polymer Capital Management (US) LLC— value not disclosed1
314Envestnet Portfolio Solutions, Inc.— value not disclosed1
315Pingora Partners LLC— value not disclosed1
316Abel Hall, LLC— value not disclosed1
317American Capital Advisory, LLC— value not disclosed1
318SummitTX Capital, L.P.— value not disclosed1
319Ankerstar Wealth, LLC— value not disclosed1
320GILPIN WEALTH MANAGEMENT, LLC— value not disclosed1
321Pacific Capital Partners Ltd— value not disclosed1
322OPTIMA CAPITAL LLC— value not disclosed1
323MASECO LLP— value not disclosed1
324VARCOV Co.— value not disclosed1
325Congruence Capital, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 276 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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