Latest Institutional Purchases of Wheaton Precious Metals Corp. (WPM)
This list provides information on the latest institutional transactions involving Wheaton Precious Metals Corp. (WPM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.74KNew |
$79.7K - $102K
|
2.74K
$156K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2.34KNew |
$67.9K - $86.6K
|
2.34K
$133K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
346New |
$10.1K - $12.8K
|
346
$19.7K
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
300+ 3.64% |
$8.72K - $11.1K
|
8.55K
$487K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
200+ 22.22% |
$5.82K - $7.41K
|
1.1K
$62.6K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
40New |
$1.16K - $1.48K
|
40
$2.28K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
22+ 0.18% |
$640 - $816
|
12.2K
$692K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 0.76% |
$58.2 - $74.1
|
265
$15.1K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
232K+ 744.5% |
$8.36M - $12M
|
263K
$15M
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
82.1KNew |
$2.96M - $4.25M
|
82.1K
$4.67M
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
CALL |
50KNew |
$1.8M - $2.59M
|
50K
$2.85M
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
37.9KNew |
$1.36M - $1.96M
|
37.9K
$2.15M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21.4KNew |
$769K - $1.1M
|
21.4K
$1.21M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
9.6KNew |
$346K - $496K
|
9.6K
$546K
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
8.43K+ 20.18% |
$304K - $436K
|
50.2K
$2.86M
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.08K+ 52.16% |
$147K - $211K
|
11.9K
$676K
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2.18KNew |
$78.5K - $113K
|
2.18K
$124K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.73K+ 3.38% |
$62.2K - $89.3K
|
52.9K
$3.01M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
727New |
$26.2K - $37.6K
|
727
$41.4K
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
417+ 0.2% |
$15K - $21.6K
|
214K
$12.2M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
93New |
$3.35K - $4.81K
|
93
$5.29K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
79New |
$2.85K - $4.09K
|
79
$4.5K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
72New |
$2.59K - $3.72K
|
72
$4.1K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30New |
$1.08K - $1.55K
|
30
$1.71K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
14New |
$504 - $724
|
14
$797
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
13New |
$468 - $672
|
13
$740
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 0.48% |
$36 - $51.7
|
209
$11.9K
|
|
Q1 2022 | |||||||
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.3KNew |
$627K - $799K
|
16.3K
$925K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.55K+ 140.82% |
$137K - $174K
|
6.07K
$345K
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.39KNew |
$92.1K - $117K
|
2.39K
$136K
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.1KNew |
$81.1K - $103K
|
2.1K
$120K
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.51K+ 8.71% |
$58K - $73.9K
|
18.8K
$1.07M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
589+ 132.96% |
$22.7K - $28.9K
|
1.03K
$58.7K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
247New |
$9.52K - $12.1K
|
247
$14.1K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
215New |
$8.29K - $10.6K
|
215
$12.2K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
65New |
$2.51K - $3.19K
|
65
$3.7K
|
|
Q4 2021 | |||||||
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
8.7K+ 58.0% |
$322K - $392K
|
23.7K
$1.35M
|
|
Feb 08, 2022
Q4 2021
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
7.33KNew |
$271K - $330K
|
7.33K
$417K
|
|
Feb 09, 2022
Q4 2021
|
Fractal Investments LLC
|
BUY
|
- |
6.57KNew |
$243K - $296K
|
6.57K
$374K
|
|
Aug 10, 2022
Q4 2021
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
4KNew |
$148K - $180K
|
4K
$228K
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.57KNew |
$57.9K - $70.6K
|
1.57K
$89.1K
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
470New |
$17.4K - $21.2K
|
470
$26.7K
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
300New |
$11.1K - $13.5K
|
300
$17.1K
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
100+ 34.48% |
$3.7K - $4.51K
|
390
$22.2K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
36New |
$1.33K - $1.62K
|
36
$2.05K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.02KNew |
$113K - $141K
|
3.02K
$172K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
118New |
$4.43K - $5.5K
|
118
$6.71K
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
117New |
$4.4K - $5.45K
|
117
$6.66K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
17New |
$639 - $792
|
17
$967
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
6.4KNew |
$255K - $313K
|
6.4K
$364K
|