Latest Institutional Transactions on Wheaton Precious Metals Corp. (WPM)
This table provides information on the latest institutional transactions involving Wheaton Precious Metals Corp. (WPM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26.5KNew |
$1.38M - $1.7M
|
26.5K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.49K+ 80.91% |
$77.4K - $95.6K
|
3.33K
$189K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
197+ 0.57% |
$10.3K - $12.7K
|
34.6K
$1.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.32K+ 5.56% |
$121K - $149K
|
44K
$2.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
68New |
$3.54K - $4.37K
|
68
$3.87K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-468- 24.64% |
$24.4K - $30.1K
|
1.43K
$81.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
797+ 6.7% |
$41.5K - $51.2K
|
12.7K
$722K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.68KNew |
$191K - $236K
|
3.68K
$209K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
3.65K+ 0.73% |
$190K - $234K
|
502K
$28.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.42KNew |
$230K - $284K
|
4.42K
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
50+ 50.0% |
$2.6K - $3.21K
|
150
$8.54K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.6KNew |
$187K - $231K
|
3.6K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-79- 0.89% |
$4.11K - $5.07K
|
8.76K
$498K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
3.5KNew |
$182K - $225K
|
3.5K
$199K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-234- 1.56% |
$12.2K - $15K
|
14.7K
$839K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
500+ 6.14% |
$26K - $32.1K
|
8.64K
$492K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-61- 0.74% |
$3.17K - $3.92K
|
8.16K
$465K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-1.53K- 7.37% |
$79.8K - $98.5K
|
19.3K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
61K+ 110.68% |
$3.17M - $3.92M
|
116K
$6.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
110New |
$5.72K - $7.06K
|
110
$6.26K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
549+ 11.39% |
$28.6K - $35.3K
|
5.37K
$306K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.93K+ 96.38% |
$152K - $188K
|
5.97K
$340K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
151+ 14.97% |
$7.86K - $9.7K
|
1.16K
$66K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
118New |
$6.14K - $7.58K
|
118
$6.71K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-330- 3.09% |
$17.2K - $21.2K
|
10.4K
$589K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
5.31K+ 1.86% |
$276K - $341K
|
291K
$16.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
359New |
$18.7K - $23.1K
|
359
$20.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-6.21K- 36.54% |
$323K - $399K
|
10.8K
$613K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
893+ 8.52% |
$46.5K - $57.3K
|
11.4K
$647K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-650- 97.01% |
$33.8K - $41.7K
|
20
$1.14K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1KNew |
$525K - $648K
|
10.1K
$574K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
3.25K+ 136.11% |
$169K - $209K
|
5.64K
$321K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-91- 2.08% |
$4.74K - $5.84K
|
4.29K
$244K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.1K+ 363.84% |
$680K - $839K
|
16.7K
$947K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1K+ 4.58% |
$52K - $64.2K
|
22.8K
$1.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-228- 18.52% |
$11.9K - $14.6K
|
1K
$57.1K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
109+ 16.82% |
$5.21K - $6.3K
|
757
$43.1K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.4% |
$47.8 - $57.8
|
253
$14.4K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9- 0.17% |
$430 - $520
|
5.39K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.31K- 20.06% |
$110K - $133K
|
9.19K
$523K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-57.7K- 78.86% |
$2.76M - $3.34M
|
15.5K
$880K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
55+ 10.74% |
$2.63K - $3.18K
|
567
$32.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-840K- 51.23% |
$40.1M - $48.5M
|
799K
$45.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.51KNew |
$359K - $434K
|
7.51K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.51KNew |
$72.3K - $87.4K
|
1.51K
$86K
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
19.4KNew |
$927K - $1.12M
|
19.4K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
201+ 8.18% |
$9.61K - $11.6K
|
2.66K
$151K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
100New |
$4.78K - $5.78K
|
100
$5.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
97.9KNew |
$4.68M - $5.66M
|
97.9K
$5.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-400- 80.0% |
$19.1K - $23.1K
|
100
$5.69K
|
|