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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-166- 0.38% |
$6.51K - $8.05K
|
43.7K
$2.49M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-180- 15.54% |
$7.05K - $8.73K
|
978
$55.6K
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-200- 1.96% |
$7.84K - $9.7K
|
10K
$570K
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-231- 4.35% |
$9.05K - $11.2K
|
5.08K
$289K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-243- 20.97% |
$9.52K - $11.8K
|
916
$52.1K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-298- 1.31% |
$11.7K - $14.5K
|
22.5K
$1.28M
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 37.5% |
$11.8K - $14.6K
|
500
$28.5K
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-300- 1.95% |
$11.8K - $14.6K
|
15.1K
$859K
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-315- 4.39% |
$12.3K - $15.3K
|
6.86K
$390K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-317- 6.2% |
$12.4K - $15.4K
|
4.8K
$273K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-339- 4.44% |
$13.3K - $16.4K
|
7.3K
$415K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-362- 2.31% |
$14.2K - $17.6K
|
15.3K
$873K
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-365- 2.07% |
$14.3K - $17.7K
|
17.3K
$982K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-403- 30.62% |
$15.8K - $19.5K
|
913
$51.9K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-436- 1.22% |
$17.1K - $21.2K
|
35.3K
$2.01M
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-439- 4.61% |
$17.2K - $21.3K
|
9.08K
$517K
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-441- 3.19% |
$17.3K - $21.4K
|
13.4K
$762K
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-500- 3.14% |
$19.6K - $24.3K
|
15.4K
$876K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-522- 6.08% |
$20.5K - $25.3K
|
8.06K
$459K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-550- 10.05% |
$21.6K - $26.7K
|
4.92K
$280K
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-553- 1.35% |
$21.7K - $26.8K
|
40.5K
$2.31M
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-553- 5.76% |
$21.7K - $26.8K
|
9.05K
$515K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-562- 70.69% |
$22K - $27.3K
|
233
$13.3K
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-584- 10.32% |
$22.9K - $28.3K
|
5.08K
$289K
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-684- 4.87% |
$26.8K - $33.2K
|
13.4K
$760K
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-716- 2.05% |
$28.1K - $34.7K
|
34.2K
$1.94M
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-716- 65.03% |
$28.1K - $34.7K
|
385
$21.9K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-718- 5.75% |
$28.1K - $34.8K
|
11.8K
$670K
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-730- 12.81% |
$28.6K - $35.4K
|
4.97K
$283K
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-752- 1.21% |
$29.5K - $36.5K
|
61.1K
$3.48M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-869- 6.51% |
$34.1K - $42.2K
|
12.5K
$711K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-877- 2.13% |
$34.4K - $42.5K
|
40.2K
$2.29M
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-887- 11.12% |
$34.8K - $43K
|
7.09K
$404K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-891- 11.58% |
$34.9K - $43.2K
|
6.8K
$387K
|
|
May 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-900- 1.41% |
$35.3K - $43.7K
|
62.9K
$3.58M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-900- 7.09% |
$35.3K - $43.7K
|
11.8K
$671K
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-937- 5.37% |
$36.7K - $45.5K
|
16.5K
$939K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-994- 86.59% |
$39K - $48.2K
|
154
$8.76K
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1K- 1.24% |
$39.2K - $48.5K
|
79.7K
$4.54M
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.1K- 16.69% |
$43.2K - $53.5K
|
5.51K
$313K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.11K- 1.94% |
$43.5K - $53.8K
|
56.3K
$3.2M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.2K- 96.0% |
$47K - $58.2K
|
50
$2.85K
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.3K- 0.82% |
$50.9K - $63.1K
|
158K
$9M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.34K- 6.03% |
$52.6K - $65.1K
|
20.9K
$1.19M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.4K- 4.09% |
$54.9K - $67.9K
|
32.9K
$1.87M
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.41K- 6.42% |
$55.2K - $68.3K
|
20.5K
$1.17M
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.43K- 5.29% |
$55.8K - $69.1K
|
25.5K
$1.45M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.63K- 1.79% |
$64K - $79.2K
|
89.3K
$5.08M
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-1.65K- 2.27% |
$64.7K - $80K
|
70.9K
$4.03M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.84K- 54.34% |
$72.1K - $89.3K
|
1.55K
$88K
|