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 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-214- 2.67% |
$9.1K - $11.2K
|
7.79K
$443K
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-250- 1.28% |
$10.6K - $13.1K
|
19.3K
$1.1M
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-266- 0.35% |
$11.3K - $13.9K
|
75.3K
$4.28M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-276- 0.31% |
$11.7K - $14.4K
|
88.2K
$5.02M
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-293- 1.33% |
$12.5K - $15.3K
|
21.7K
$1.23M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-297- 2.08% |
$12.6K - $15.5K
|
14K
$795K
|
|
Aug 11, 2023
Q2 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-300- 0.46% |
$12.8K - $15.7K
|
65.2K
$3.71M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-308- 2.58% |
$13.1K - $16.1K
|
11.7K
$663K
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-312- 2.98% |
$13.3K - $16.3K
|
10.2K
$578K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-325- 8.33% |
$13.8K - $17K
|
3.58K
$204K
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-350- 4.66% |
$14.9K - $18.3K
|
7.16K
$407K
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-370- 2.71% |
$15.7K - $19.3K
|
13.3K
$757K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-388- 4.41% |
$16.5K - $20.3K
|
8.42K
$479K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-398- 0.4% |
$16.9K - $20.8K
|
99.3K
$5.65M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-417- 23.6% |
$17.7K - $21.8K
|
1.35K
$76.8K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-417- 23.6% |
$17.7K - $21.8K
|
1.35K
$76.8K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-421- 1.25% |
$17.9K - $22K
|
33.2K
$1.89M
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-423- 2.91% |
$18K - $22.1K
|
14.1K
$803K
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-435- 3.28% |
$18.5K - $22.7K
|
12.8K
$730K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-490- 6.26% |
$20.8K - $25.6K
|
7.34K
$418K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-500- 99.21% |
$21.3K - $26.1K
|
4
$228
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-515- 5.39% |
$21.9K - $26.9K
|
9.04K
$514K
|
|
Aug 14, 2023
Q2 2023
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-532- 3.1% |
$22.6K - $27.8K
|
16.6K
$946K
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-534- 1.49% |
$22.7K - $27.9K
|
35.4K
$2.01M
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-554- 1.95% |
$23.6K - $28.9K
|
27.8K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-577- 5.4% |
$24.5K - $30.1K
|
10.1K
$575K
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-583- 1.36% |
$24.8K - $30.5K
|
42.2K
$2.4M
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-587- 4.78% |
$25K - $30.7K
|
11.7K
$665K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-700- 14.68% |
$29.8K - $36.6K
|
4.07K
$231K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-709- 4.32% |
$30.2K - $37K
|
15.7K
$893K
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-741- 4.12% |
$31.5K - $38.7K
|
17.2K
$980K
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-812- 11.94% |
$34.5K - $42.4K
|
5.99K
$341K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-860- 3.61% |
$36.6K - $44.9K
|
23K
$1.31M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-881- 19.74% |
$37.5K - $46K
|
3.58K
$204K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-881- 19.74% |
$37.5K - $46K
|
3.58K
$204K
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-904- 5.58% |
$38.4K - $47.2K
|
15.3K
$871K
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-913- 4.1% |
$38.8K - $47.7K
|
21.4K
$1.22M
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.03K- 1.1% |
$44K - $54K
|
92.9K
$5.29M
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.06K- 2.1% |
$45K - $55.3K
|
49.4K
$2.81M
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.1K- 27.45% |
$46.8K - $57.5K
|
2.91K
$165K
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.33K- 12.13% |
$56.5K - $69.4K
|
9.63K
$548K
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.36K- 8.83% |
$57.8K - $71K
|
14K
$799K
|
|
Aug 14, 2023
Q2 2023
|
Kopernik Global Investors, LLC
Tampa, FL |
SELL
|
- |
-1.41K- 0.05% |
$60K - $73.7K
|
2.57M
$146M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.75K- 14.79% |
$74.3K - $91.3K
|
10.1K
$573K
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.82K- 2.98% |
$77.4K - $95.1K
|
59.2K
$3.37M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.86K- 1.66% |
$79.2K - $97.3K
|
110K
$6.27M
|
|
Jul 21, 2023
Q2 2023
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-2K- 0.14% |
$85.1K - $104K
|
1.42M
$80.8M
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-2K- 10.91% |
$85.1K - $104K
|
16.3K
$929K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-2K- 9.97% |
$85.1K - $104K
|
18.1K
$1.03M
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-2.04K- 10.72% |
$86.6K - $106K
|
17K
$964K
|