Purchases and Sales Made in Q1 2024 in Wheaton Precious Metals Corp. (WPM)
This table provides information about the institutional ownership of Wheaton Precious Metals Corp. (WPM) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
195+ 1.93% |
$7.64K - $9.46K
|
10.3K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
178+ 4.33% |
$6.98K - $8.63K
|
4.29K
$244K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
138+ 3.09% |
$5.41K - $6.69K
|
4.6K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
120+ 1.22% |
$4.7K - $5.82K
|
9.94K
$566K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
119+ 2.27% |
$4.66K - $5.77K
|
5.35K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
117+ 1.17% |
$4.59K - $5.68K
|
10.1K
$576K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
109+ 23.96% |
$4.27K - $5.29K
|
564
$32.1K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$3.92K - $4.85K
|
100
$5.69K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100+ 100.0% |
$3.92K - $4.85K
|
200
$11.4K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
100+ 0.71% |
$3.92K - $4.85K
|
14.1K
$802K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
93+ 1.82% |
$3.64K - $4.51K
|
5.21K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
92New |
$3.61K - $4.46K
|
92
$5.23K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
90+ 9.0% |
$3.53K - $4.37K
|
1.09K
$62K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
68New |
$2.66K - $3.3K
|
68
$3.87K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
60New |
$2.35K - $2.91K
|
60
$3.41K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
52New |
$2.04K - $2.52K
|
52
$2.96K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
34+ 0.38% |
$1.33K - $1.65K
|
9.02K
$513K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
33+ 0.06% |
$1.29K - $1.6K
|
52.4K
$2.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22New |
$862 - $1.07K
|
22
$1.25K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
21+ 0.03% |
$823 - $1.02K
|
63.4K
$3.61M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18New |
$705 - $873
|
18
$1.02K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 4.61% |
$549 - $679
|
318
$18.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.84% |
$353 - $437
|
1.08K
$61.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 0.88% |
$274 - $340
|
800
$45.5K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3+ 0.01% |
$118 - $146
|
33.7K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 60.0% |
$118 - $146
|
8
$455
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 0.23% |
$78.4 - $97
|
875
$49.8K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1- -0.0% |
$39.2 - $48.5
|
21.2K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 4.76% |
$196 - $243
|
100
$5.69K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6- 0.03% |
$235 - $291
|
20K
$1.14M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8- 0.99% |
$314 - $388
|
800
$45.5K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 0.07% |
$431 - $534
|
15.7K
$893K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 11.19% |
$627 - $776
|
127
$7.23K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-18- 0.06% |
$705 - $873
|
30.4K
$1.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-20- 13.33% |
$784 - $970
|
130
$7.4K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-22- 0.52% |
$862 - $1.07K
|
4.23K
$241K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-22- 4.21% |
$862 - $1.07K
|
500
$28.5K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-30- 0.46% |
$1.18K - $1.46K
|
6.55K
$372K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-31- 11.19% |
$1.21K - $1.5K
|
246
$14K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 0.39% |
$1.96K - $2.43K
|
12.9K
$734K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-50- 0.27% |
$1.96K - $2.43K
|
18.4K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-53- 3.93% |
$2.08K - $2.57K
|
1.3K
$73.8K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-54- 0.38% |
$2.12K - $2.62K
|
14.3K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-73- 0.63% |
$2.86K - $3.54K
|
11.5K
$654K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-75- 10.37% |
$2.94K - $3.64K
|
648
$36.9K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-116- 3.09% |
$4.55K - $5.63K
|
3.64K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-131- 1.17% |
$5.13K - $6.35K
|
11.1K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-149- 1.68% |
$5.84K - $7.23K
|
8.74K
$497K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-152- 3.58% |
$5.96K - $7.37K
|
4.09K
$233K
|