Purchases and Sales Made in Q2 2023 in Wheaton Precious Metals Corp. (WPM)
This table provides information about the institutional ownership of Wheaton Precious Metals Corp. (WPM) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
604+ 92.35% |
$25.7K - $31.5K
|
1.26K
$71.6K
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
600+ 0.08% |
$25.5K - $31.3K
|
762K
$43.4M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
592+ 7.84% |
$25.2K - $30.9K
|
8.15K
$464K
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
590+ 1.07% |
$25.1K - $30.8K
|
55.9K
$3.18M
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
579+ 8.32% |
$24.6K - $30.2K
|
7.54K
$429K
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
579+ 8.32% |
$24.6K - $30.2K
|
7.54K
$429K
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
565+ 41.85% |
$24K - $29.5K
|
1.92K
$109K
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
555+ 14.67% |
$23.6K - $29K
|
4.34K
$247K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
532New |
$22.6K - $27.8K
|
532
$30.3K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
521+ 4.08% |
$22.2K - $27.2K
|
13.3K
$757K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
500+ 1.21% |
$21.3K - $26.1K
|
42K
$2.39M
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
500+ 1.0% |
$21.3K - $26.1K
|
50.5K
$2.87M
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
499+ 1.05% |
$21.2K - $26.1K
|
48.2K
$2.74M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
467New |
$19.9K - $24.4K
|
467
$26.6K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
454+ 5.79% |
$19.3K - $23.7K
|
8.3K
$472K
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
426+ 0.84% |
$18.1K - $22.2K
|
51.1K
$2.91M
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
407+ 2.25% |
$17.3K - $21.3K
|
18.5K
$1.05M
|
|
Aug 08, 2023
Q2 2023
|
Beddow Capital Management Inc
|
BUY
|
- |
382+ 0.41% |
$16.2K - $20K
|
94K
$5.35M
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
350+ 2.76% |
$14.9K - $18.3K
|
13K
$741K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
340+ 2.99% |
$14.5K - $17.8K
|
11.7K
$666K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
334+ 585.96% |
$14.2K - $17.4K
|
391
$22.2K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
315+ 4.24% |
$13.4K - $16.5K
|
7.75K
$441K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
300New |
$12.8K - $15.7K
|
300
$17.1K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
289+ 4.63% |
$12.3K - $15.1K
|
6.53K
$372K
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
272+ 0.31% |
$11.6K - $14.2K
|
89.4K
$5.09M
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
249+ 0.57% |
$10.6K - $13K
|
43.8K
$2.49M
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
215+ 0.95% |
$9.14K - $11.2K
|
22.9K
$1.3M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
209New |
$8.89K - $10.9K
|
209
$11.9K
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
200+ 3.64% |
$8.51K - $10.4K
|
5.7K
$324K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
190+ 1.09% |
$8.08K - $9.92K
|
17.7K
$1.01M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
188+ 1.86% |
$8K - $9.82K
|
10.3K
$586K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
177+ 2.33% |
$7.53K - $9.24K
|
7.77K
$442K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
155+ 2.15% |
$6.59K - $8.1K
|
7.38K
$420K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
150+ 26.09% |
$6.38K - $7.83K
|
725
$41.3K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
122+ 59.22% |
$5.19K - $6.37K
|
328
$18.7K
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
117+ 0.55% |
$4.98K - $6.11K
|
21.5K
$1.22M
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
110+ 21.36% |
$4.68K - $5.75K
|
625
$35.6K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
107New |
$4.55K - $5.59K
|
107
$6.09K
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
100+ 0.12% |
$4.25K - $5.22K
|
82K
$4.66M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100+ 1.9% |
$4.25K - $5.22K
|
5.37K
$306K
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
100+ 6.67% |
$4.25K - $5.22K
|
1.6K
$91K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100+ 2.25% |
$4.25K - $5.22K
|
4.55K
$259K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$4.25K - $5.22K
|
100
$5.69K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 0.54% |
$4.25K - $5.22K
|
18.5K
$1.05M
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
88+ 187.23% |
$3.74K - $4.6K
|
135
$7.68K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
80+ 1.61% |
$3.4K - $4.18K
|
5.06K
$288K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
78+ 114.71% |
$3.32K - $4.07K
|
146
$8.31K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
77New |
$3.27K - $4.02K
|
77
$4.38K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
75New |
$3.19K - $3.92K
|
75
$4.27K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72+ 0.75% |
$3.06K - $3.76K
|
9.7K
$552K
|