Purchases and Sales Made in Q2 2024 in Wheaton Precious Metals Corp. (WPM)
This table provides information about the institutional ownership of Wheaton Precious Metals Corp. (WPM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
336+ 29.12% |
$16.1K - $19.4K
|
1.49K
$84.8K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
320+ 4.33% |
$15.3K - $18.5K
|
7.71K
$439K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
302+ 2.25% |
$14.4K - $17.5K
|
13.7K
$780K
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
300+ 2.47% |
$14.3K - $17.3K
|
12.5K
$708K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
295+ 10.75% |
$14.1K - $17.1K
|
3.04K
$173K
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
292+ 2.59% |
$14K - $16.9K
|
11.6K
$659K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
282New |
$13.5K - $16.3K
|
282
$16K
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
278+ 0.52% |
$13.3K - $16.1K
|
54K
$3.07M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
271+ 5.89% |
$13K - $15.7K
|
4.87K
$277K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
269+ 1.2% |
$12.9K - $15.6K
|
22.7K
$1.29M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
253+ 25.87% |
$12.1K - $14.6K
|
1.23K
$70K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
231New |
$11K - $13.4K
|
231
$13.1K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
227+ 0.72% |
$10.8K - $13.1K
|
31.6K
$1.8M
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
208+ 0.61% |
$9.94K - $12K
|
34.4K
$1.96M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
205+ 91.11% |
$9.8K - $11.9K
|
430
$24.5K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
201New |
$9.61K - $11.6K
|
201
$11.4K
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
201+ 8.18% |
$9.61K - $11.6K
|
2.66K
$151K
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
200+ 0.93% |
$9.56K - $11.6K
|
21.8K
$1.24M
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
195New |
$9.32K - $11.3K
|
195
$11.1K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
190+ 6.05% |
$9.08K - $11K
|
3.33K
$189K
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
189+ 14.2% |
$9.03K - $10.9K
|
1.52K
$86.5K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
178+ 3.91% |
$8.51K - $10.3K
|
4.73K
$269K
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
166+ 0.9% |
$7.93K - $9.6K
|
18.5K
$1.05M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
153New |
$7.31K - $8.85K
|
153
$8.71K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
152+ 165.22% |
$7.26K - $8.79K
|
244
$13.9K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
143New |
$6.83K - $8.27K
|
143
$8.14K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
135New |
$6.45K - $7.81K
|
135
$7.68K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
131+ 1.16% |
$6.26K - $7.57K
|
11.4K
$650K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
120+ 0.35% |
$5.73K - $6.94K
|
33.9K
$1.93M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
109+ 16.82% |
$5.21K - $6.3K
|
757
$43.1K
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
103+ 1.03% |
$4.92K - $5.96K
|
10.1K
$576K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
102+ 0.7% |
$4.87K - $5.9K
|
14.7K
$837K
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
101+ 0.47% |
$4.83K - $5.84K
|
21.7K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
100New |
$4.78K - $5.78K
|
100
$5.69K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
96New |
$4.59K - $5.55K
|
96
$5.46K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
96+ 7.4% |
$4.59K - $5.55K
|
1.39K
$79.3K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
93+ 10.15% |
$4.44K - $5.38K
|
1.01K
$57.4K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
89+ 2.07% |
$4.25K - $5.15K
|
4.38K
$249K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
75+ 0.13% |
$3.58K - $4.34K
|
56.3K
$3.2M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
73New |
$3.49K - $4.22K
|
73
$4.15K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
61+ 1.37% |
$2.92K - $3.53K
|
4.52K
$257K
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
55+ 10.74% |
$2.63K - $3.18K
|
567
$32.3K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
51+ 1.4% |
$2.44K - $2.95K
|
3.69K
$210K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
50+ 1.05% |
$2.39K - $2.89K
|
4.82K
$274K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
50+ 100.0% |
$2.39K - $2.89K
|
100
$5.69K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
45+ 7.98% |
$2.15K - $2.6K
|
609
$34.7K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
44+ 0.83% |
$2.1K - $2.54K
|
5.37K
$305K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
41New |
$1.96K - $2.37K
|
41
$2.33K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
37+ 23.27% |
$1.77K - $2.14K
|
196
$11.2K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
36+ 45.57% |
$1.72K - $2.08K
|
115
$6.54K
|