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 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
82+ 66.13% |
$3.18K - $3.95K
|
206
$11.7K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
73New |
$2.83K - $3.52K
|
73
$4.15K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
66+ 0.03% |
$2.56K - $3.18K
|
189K
$10.8M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 51.16% |
$2.56K - $3.18K
|
195
$11.1K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50+ 2.91% |
$1.94K - $2.41K
|
1.77K
$101K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48New |
$1.86K - $2.31K
|
48
$2.73K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
47New |
$1.82K - $2.26K
|
47
$2.67K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
43+ 3.72% |
$1.66K - $2.07K
|
1.2K
$68.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
40+ 0.69% |
$1.55K - $1.93K
|
5.83K
$332K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
27+ 5.53% |
$1.05K - $1.3K
|
515
$29.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 2.06% |
$697 - $867
|
892
$50.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 0.36% |
$620 - $771
|
4.46K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.2% |
$620 - $771
|
7.83K
$445K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 1.4% |
$310 - $385
|
581
$33.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$194 - $241
|
5
$285
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.01% |
$155 - $193
|
26.8K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1- -0.0% |
$38.7 - $48.2
|
21.8K
$1.24M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2- 0.01% |
$77.4 - $96.3
|
24K
$1.37M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.01% |
$271 - $337
|
66.3K
$3.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 0.76% |
$271 - $337
|
910
$51.8K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 3.27% |
$310 - $385
|
237
$13.5K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-17- 0.12% |
$658 - $819
|
14.7K
$838K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23- 0.2% |
$891 - $1.11K
|
11.5K
$657K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-29- 29.9% |
$1.12K - $1.4K
|
68
$3.87K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-31- 0.31% |
$1.2K - $1.49K
|
10.1K
$575K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-43- 35.25% |
$1.66K - $2.07K
|
79
$4.5K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-46- 0.54% |
$1.78K - $2.22K
|
8.46K
$481K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-49- 0.37% |
$1.9K - $2.36K
|
13.3K
$755K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-50- 0.78% |
$1.94K - $2.41K
|
6.33K
$360K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-72- 1.22% |
$2.79K - $3.47K
|
5.82K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-75- 0.77% |
$2.9K - $3.61K
|
9.67K
$550K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-100- 1.68% |
$3.87K - $4.82K
|
5.84K
$332K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-100- 0.55% |
$3.87K - $4.82K
|
18.1K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-103- 0.91% |
$3.99K - $4.96K
|
11.2K
$636K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-150- 20.69% |
$5.81K - $7.22K
|
575
$32.7K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-150- 0.85% |
$5.81K - $7.22K
|
17.5K
$995K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-161- 38.15% |
$6.23K - $7.75K
|
261
$14.9K
|
|
|
May 15, 2023
Q1 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-175- 0.23% |
$6.78K - $8.43K
|
75.5K
$4.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-180- 3.49% |
$6.97K - $8.67K
|
4.98K
$283K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-191- 3.11% |
$7.4K - $9.2K
|
5.95K
$339K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-195- 0.22% |
$7.55K - $9.39K
|
88.3K
$5.02M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-200- 3.52% |
$7.74K - $9.63K
|
5.48K
$312K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-200- 11.77% |
$7.74K - $9.63K
|
1.5K
$85.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-204- 1.06% |
$7.9K - $9.82K
|
19K
$1.08M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-215Closed |
$8.32K - $10.4K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-224- 1.27% |
$8.67K - $10.8K
|
17.4K
$991K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-227Closed |
$8.79K - $10.9K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-250- 1.23% |
$9.68K - $12K
|
20.1K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-275- 0.18% |
$10.6K - $13.2K
|
156K
$8.85M
|