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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.53K+ 2.57% |
$85.2K - $119K
|
61K
$5.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-4.16K- 51.11% |
$232K - $323K
|
3.98K
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
161+ 2.9% |
$8.98K - $12.5K
|
5.72K
$496K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
37.8KNew |
$2.11M - $2.94M
|
37.8K
$3.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.06K+ 5.51% |
$59K - $82.1K
|
20.3K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.7KNew |
$151K - $210K
|
2.7K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-14- 0.3% |
$781 - $1.09K
|
4.64K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-897- 19.97% |
$50K - $69.6K
|
3.6K
$312K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-200- 3.82% |
$11.2K - $15.5K
|
5.04K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-85- 1.87% |
$4.74K - $6.6K
|
4.46K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12.1KNew |
$672K - $936K
|
12.1K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.34% |
$167 - $233
|
889
$77.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.35K- 3.4% |
$131K - $183K
|
66.8K
$5.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
BUY
|
- |
500+ 0.56% |
$27.9K - $38.8K
|
90.3K
$7.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
707+ 1812.82% |
$39.4K - $54.9K
|
746
$64.7K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.56K- 7.02% |
$366K - $509K
|
86.9K
$7.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-818- 13.37% |
$45.6K - $63.5K
|
5.3K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.13KNew |
$230K - $320K
|
4.13K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7New |
$390 - $543
|
7
$607
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-588- 1.76% |
$32.8K - $45.6K
|
32.8K
$2.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-426- 7.86% |
$23.7K - $33.1K
|
4.99K
$433K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-511- 3.52% |
$28.5K - $39.7K
|
14K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-59.9K- 15.85% |
$3.34M - $4.65M
|
318K
$27.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-300- 0.74% |
$16.7K - $23.3K
|
40.2K
$3.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1.09K- 10.12% |
$60.5K - $84.2K
|
9.63K
$836K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
3.3KNew |
$184K - $256K
|
3.3K
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.89K- 16.95% |
$161K - $224K
|
14.1K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.49K+ 34.58% |
$362K - $504K
|
25.2K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
91+ 2.35% |
$5.07K - $7.06K
|
3.97K
$344K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.21K+ 37.42% |
$123K - $171K
|
8.11K
$703K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-684- 2.01% |
$38.1K - $53.1K
|
33.3K
$2.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-218- 2.33% |
$12.2K - $16.9K
|
9.13K
$792K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.7KNew |
$151K - $210K
|
2.7K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-530- 3.88% |
$29.5K - $41.1K
|
13.1K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.59KNew |
$144K - $201K
|
2.59K
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
289+ 3.8% |
$16.1K - $22.4K
|
7.89K
$685K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-275- 1.14% |
$15.3K - $21.3K
|
23.9K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
650KNew |
$36.2M - $50.4M
|
650K
$56.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Quaero Capital S.A.
|
BUY
|
- |
2.83KNew |
$158K - $220K
|
2.83K
$246K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-50- 1.15% |
$2.79K - $3.88K
|
4.29K
$372K
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-1.65K- 2.38% |
$92K - $128K
|
67.7K
$5.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4+ 0.2% |
$223 - $311
|
1.97K
$171K
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-16.1K- 9.07% |
$898K - $1.25M
|
161K
$14M
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
35K+ 15.02% |
$1.95M - $2.72M
|
268K
$23.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-10.4K- 3.26% |
$580K - $807K
|
309K
$26.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-177- 0.64% |
$9.87K - $13.7K
|
27.7K
$2.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.1K- 50.0% |
$61.3K - $85.4K
|
1.1K
$95.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.1K- 3.87% |
$61.3K - $85.4K
|
27.3K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
60+ 0.35% |
$3.35K - $4.66K
|
17.2K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8.4KNew |
$468K - $652K
|
8.4K
$729K
|