Purchases and Sales Made in Q1 2025 in Wheaton Precious Metals Corp. (WPM)
This table provides information about the institutional ownership of Wheaton Precious Metals Corp. (WPM) during Q1 2025. 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 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
229+ 4.89% |
$12.8K - $17.8K
|
4.91K
$449K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
228+ 2.36% |
$12.7K - $17.7K
|
9.9K
$905K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
213+ 4.97% |
$11.9K - $16.5K
|
4.5K
$411K
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
200New |
$11.2K - $15.5K
|
200
$18.3K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$11.2K - $15.5K
|
200
$18.3K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
200New |
$11.2K - $15.5K
|
200
$18.3K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
185New |
$10.3K - $14.4K
|
185
$16.9K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
172+ 0.77% |
$9.59K - $13.4K
|
22.5K
$2.06M
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
165+ 0.01% |
$9.2K - $12.8K
|
1.41M
$129M
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
165+ 0.01% |
$9.2K - $12.8K
|
1.41M
$129M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
161+ 2.9% |
$8.98K - $12.5K
|
5.72K
$522K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
152+ 30.28% |
$8.47K - $11.8K
|
654
$59.8K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
151+ 9.03% |
$8.42K - $11.7K
|
1.82K
$167K
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
150+ 1.23% |
$8.36K - $11.6K
|
12.3K
$1.13M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
144+ 0.18% |
$8.03K - $11.2K
|
79K
$7.22M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
140+ 2.12% |
$7.81K - $10.9K
|
6.74K
$616K
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
140+ 2.84% |
$7.81K - $10.9K
|
5.07K
$463K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
126+ 0.01% |
$7.02K - $9.78K
|
994K
$90.8M
|
|
May 09, 2025
Q1 2025
|
Beddow Capital Management Inc
|
BUY
|
- |
125+ 0.12% |
$6.97K - $9.7K
|
103K
$9.37M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
117+ 2.91% |
$6.52K - $9.08K
|
4.14K
$379K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
116+ 4.26% |
$6.47K - $9.01K
|
2.84K
$259K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
100New |
$5.58K - $7.76K
|
100
$9.14K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
93New |
$5.18K - $7.22K
|
93
$8.5K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
91+ 2.35% |
$5.07K - $7.06K
|
3.97K
$363K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
84+ 1.53% |
$4.68K - $6.52K
|
5.58K
$510K
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
60+ 0.35% |
$3.35K - $4.66K
|
17.2K
$1.57M
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
60+ 0.15% |
$3.35K - $4.66K
|
40.8K
$3.73M
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
55+ 0.25% |
$3.07K - $4.27K
|
22.1K
$2.02M
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50+ 66.67% |
$2.79K - $3.88K
|
125
$11.4K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
49New |
$2.73K - $3.8K
|
49
$4.48K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
39New |
$2.17K - $3.03K
|
39
$3.56K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
37+ 5.17% |
$2.06K - $2.87K
|
752
$68.7K
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
33+ 0.14% |
$1.84K - $2.56K
|
24.5K
$2.23M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
31+ 3.14% |
$1.73K - $2.41K
|
1.02K
$92.9K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
26+ 0.19% |
$1.45K - $2.02K
|
14K
$1.28M
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
25+ 71.43% |
$1.39K - $1.94K
|
60
$5.48K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 16.1% |
$1.06K - $1.47K
|
137
$12.5K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
16New |
$892 - $1.24K
|
16
$1.46K
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
13+ 0.12% |
$725 - $1.01K
|
10.8K
$982K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 25.64% |
$558 - $776
|
49
$4.48K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7New |
$390 - $543
|
7
$640
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.2% |
$335 - $466
|
2.97K
$271K
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4+ 0.03% |
$223 - $311
|
16K
$1.46M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.1% |
$223 - $311
|
4.06K
$371K
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4+ 0.2% |
$223 - $311
|
1.97K
$180K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 1.09% |
$167 - $233
|
277
$25.3K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.34% |
$167 - $233
|
889
$81.2K
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1+ 0.01% |
$55.8 - $77.6
|
8.46K
$773K
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4- 0.1% |
$223 - $311
|
3.87K
$354K
|