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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
70New |
$2.98K - $3.66K
|
70
$3.98K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
63New |
$2.68K - $3.29K
|
63
$3.58K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57New |
$2.42K - $2.98K
|
57
$3.24K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
55+ 3.9% |
$2.34K - $2.87K
|
1.47K
$83.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
55+ 0.56% |
$2.34K - $2.87K
|
9.82K
$559K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
52+ 0.7% |
$2.21K - $2.72K
|
7.51K
$427K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
34New |
$1.45K - $1.78K
|
34
$1.93K
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
33New |
$1.4K - $1.72K
|
33
$1.88K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 12.66% |
$1.28K - $1.57K
|
267
$15.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25+ 0.49% |
$1.06K - $1.31K
|
5.15K
$293K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.22% |
$1.06K - $1.31K
|
11.2K
$637K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
23+ 11.27% |
$978 - $1.2K
|
227
$12.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22+ 0.08% |
$936 - $1.15K
|
28.7K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
21New |
$893 - $1.1K
|
21
$1.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
20+ 0.35% |
$851 - $1.04K
|
5.74K
$326K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20+ 0.34% |
$851 - $1.04K
|
5.86K
$333K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
12+ 2.07% |
$510 - $627
|
593
$33.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
12New |
$510 - $627
|
12
$683
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9+ 0.05% |
$383 - $470
|
17.4K
$988K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 0.71% |
$255 - $313
|
850
$48.4K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.6% |
$255 - $313
|
1.01K
$57.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.76% |
$213 - $261
|
663
$37.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.03% |
$128 - $157
|
10.2K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3+ 0.05% |
$128 - $157
|
6.45K
$367K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.64% |
$42.5 - $52.2
|
157
$8.93K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.11% |
$42.5 - $52.2
|
911
$51.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-6- 0.12% |
$255 - $313
|
4.81K
$273K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-18- 0.14% |
$766 - $940
|
13K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18- 0.24% |
$766 - $940
|
7.49K
$426K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-40- 0.69% |
$1.7K - $2.09K
|
5.79K
$330K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-44- 3.67% |
$1.87K - $2.3K
|
1.15K
$65.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-49- 4.88% |
$2.08K - $2.56K
|
956
$54.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-49- 0.55% |
$2.08K - $2.56K
|
8.81K
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-50- 0.79% |
$2.13K - $2.61K
|
6.28K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-50- 0.5% |
$2.13K - $2.61K
|
10K
$570K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-60- 14.08% |
$2.55K - $3.13K
|
366
$20.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-77- 0.15% |
$3.27K - $4.02K
|
49.9K
$2.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-80- 0.78% |
$3.4K - $4.18K
|
10.1K
$577K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-86- 40.0% |
$3.66K - $4.49K
|
129
$7.34K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-99- 11.1% |
$4.21K - $5.17K
|
793
$45.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 11.11% |
$4.25K - $5.22K
|
800
$45.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-103- 0.28% |
$4.38K - $5.38K
|
36.4K
$2.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-119- 0.14% |
$5.06K - $6.22K
|
82.7K
$4.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-129- 92.14% |
$5.49K - $6.74K
|
11
$626
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-165- 1.89% |
$7.02K - $8.62K
|
8.55K
$486K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-181- 1.12% |
$7.7K - $9.45K
|
16K
$909K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-181- 1.23% |
$7.7K - $9.45K
|
14.5K
$828K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-198- 1.36% |
$8.42K - $10.3K
|
14.4K
$819K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-200- 54.64% |
$8.51K - $10.4K
|
166
$9.45K
|