Purchases and Sales Made in Q1 2023 in Wheaton Precious Metals Corp. (WPM)
This table provides information about the institutional ownership of Wheaton Precious Metals Corp. (WPM) during Q1 2023. The information is specifically focused on institutions that hold shares of Wheaton Precious Metals Corp..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.1K+ 1.71% |
$42.6K - $53K
|
65.5K
$3.73M
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.07K+ 11.83% |
$41.2K - $51.3K
|
10.1K
$573K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.06K+ 122.38% |
$41.1K - $51.1K
|
1.93K
$110K
|
|
May 09, 2023
Q1 2023
|
Beddow Capital Management Inc
|
BUY
|
- |
1.03K+ 1.11% |
$39.7K - $49.4K
|
93.6K
$5.33M
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
996+ 3.3% |
$38.6K - $48K
|
31.2K
$1.78M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
831+ 9.82% |
$32.2K - $40K
|
9.29K
$529K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
823+ 22.6% |
$31.9K - $39.6K
|
4.46K
$254K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
786+ 7.04% |
$30.4K - $37.9K
|
12K
$680K
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
768+ 2.91% |
$29.7K - $37K
|
27.2K
$1.55M
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
748+ 4.34% |
$29K - $36K
|
18K
$1.02M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
714+ 11.6% |
$27.6K - $34.4K
|
6.87K
$391K
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
701+ 22.74% |
$27.1K - $33.8K
|
3.78K
$215K
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
692+ 7.26% |
$26.8K - $33.3K
|
10.2K
$582K
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
681+ 7566.67% |
$26.4K - $32.8K
|
690
$39.3K
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
670+ 1.19% |
$25.9K - $32.3K
|
57.1K
$3.25M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
630+ 6.21% |
$24.4K - $30.3K
|
10.8K
$613K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600+ 3.37% |
$23.2K - $28.9K
|
18.4K
$1.05M
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
587+ 1.17% |
$22.7K - $28.3K
|
50.7K
$2.89M
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
578+ 2.08% |
$22.4K - $27.8K
|
28.3K
$1.61M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
559+ 2.15% |
$21.6K - $26.9K
|
26.5K
$1.51M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
556+ 2.69% |
$21.5K - $26.8K
|
21.2K
$1.21M
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
500+ 6.32% |
$19.4K - $24.1K
|
8.42K
$479K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
499+ 9980.0% |
$19.3K - $24K
|
504
$28.7K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
478+ 3.24% |
$18.5K - $23K
|
15.2K
$867K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
455New |
$17.6K - $21.9K
|
455
$25.9K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
413+ 30.5% |
$16K - $19.9K
|
1.77K
$101K
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
400+ 2.53% |
$15.5K - $19.3K
|
16.2K
$922K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
370+ 0.75% |
$14.3K - $17.8K
|
50K
$2.85M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
363+ 6.28% |
$14.1K - $17.5K
|
6.15K
$350K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
350+ 4.89% |
$13.6K - $16.9K
|
7.51K
$427K
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
350+ 35.0% |
$13.6K - $16.9K
|
1.35K
$76.8K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
344+ 52.04% |
$13.3K - $16.6K
|
1.01K
$57.2K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
299+ 1.98% |
$11.6K - $14.4K
|
15.4K
$877K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
295+ 4.96% |
$11.4K - $14.2K
|
6.24K
$355K
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
274+ 2.04% |
$10.6K - $13.2K
|
13.7K
$778K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
263+ 67.26% |
$10.2K - $12.7K
|
654
$37.2K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
262+ 22.18% |
$10.1K - $12.6K
|
1.44K
$82.1K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
248+ 0.73% |
$9.6K - $11.9K
|
34.1K
$1.94M
|
|
May 16, 2023
Q1 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
200+ 6.67% |
$7.74K - $9.63K
|
3.2K
$182K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
156+ 24.38% |
$6.04K - $7.51K
|
796
$45.3K
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
132+ 0.3% |
$5.11K - $6.36K
|
43.5K
$2.48M
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
123+ 9.21% |
$4.76K - $5.92K
|
1.46K
$83K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
110New |
$4.26K - $5.3K
|
110
$6.26K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
103+ 0.24% |
$3.99K - $4.96K
|
42.8K
$2.44M
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
102+ 1.29% |
$3.95K - $4.91K
|
8.01K
$456K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100+ 1.4% |
$3.87K - $4.82K
|
7.23K
$411K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
97+ 64.67% |
$3.76K - $4.67K
|
247
$14.1K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
94+ 0.99% |
$3.64K - $4.53K
|
9.56K
$544K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
91+ 0.81% |
$3.52K - $4.38K
|
11.4K
$647K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
91+ 1.72% |
$3.52K - $4.38K
|
5.39K
$306K
|