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 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
35+ 0.53% |
$1.67K - $2.02K
|
6.58K
$374K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
30+ 44.12% |
$1.43K - $1.73K
|
98
$5.58K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 21.26% |
$1.29K - $1.56K
|
154
$8.76K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
20New |
$956 - $1.16K
|
20
$1.14K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
19+ 0.24% |
$908 - $1.1K
|
8.07K
$459K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
17+ 32.69% |
$812 - $983
|
69
$3.93K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 1.06% |
$765 - $925
|
1.53K
$87.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 6.1% |
$717 - $867
|
261
$14.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 72.22% |
$621 - $752
|
31
$1.76K
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
10+ 0.51% |
$478 - $578
|
1.96K
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8+ 1.0% |
$382 - $463
|
808
$46K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 0.02% |
$382 - $463
|
32.9K
$1.87M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.49% |
$239 - $289
|
1.02K
$58.2K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 37.5% |
$143 - $173
|
11
$626
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.18% |
$95.6 - $116
|
1.09K
$61.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
2+ 0.01% |
$95.6 - $116
|
15.3K
$873K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.42% |
$95.6 - $116
|
477
$27.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1+ 0.01% |
$47.8 - $57.8
|
8.74K
$498K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.4% |
$47.8 - $57.8
|
253
$14.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3- 1.29% |
$143 - $173
|
230
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-4- 0.03% |
$191 - $231
|
14.3K
$812K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9- 0.17% |
$430 - $520
|
5.39K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15- 0.29% |
$717 - $867
|
5.21K
$297K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-19- 0.16% |
$908 - $1.1K
|
11.7K
$668K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.12% |
$956 - $1.16K
|
17.2K
$981K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-23- 0.3% |
$1.1K - $1.33K
|
7.7K
$438K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-32- 0.65% |
$1.53K - $1.85K
|
4.89K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-32- 12.8% |
$1.53K - $1.85K
|
218
$12.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-36- 0.35% |
$1.72K - $2.08K
|
10.3K
$585K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-41- 0.59% |
$1.96K - $2.37K
|
6.88K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-62- 0.85% |
$2.96K - $3.58K
|
7.24K
$412K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-80- 0.42% |
$3.82K - $4.63K
|
18.9K
$1.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-87- 4.52% |
$4.16K - $5.03K
|
1.84K
$105K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-95- 2.1% |
$4.54K - $5.49K
|
4.43K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-96- 0.17% |
$4.59K - $5.55K
|
56.6K
$3.22M
|
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-99- 1.29% |
$4.73K - $5.72K
|
7.57K
$431K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-100- 5.89% |
$4.78K - $5.78K
|
1.6K
$91K
|
|
|
Aug 12, 2024
Q2 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-137- 0.22% |
$6.55K - $7.92K
|
62.8K
$3.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-150- 33.33% |
$7.17K - $8.67K
|
300
$17.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-150- 0.09% |
$7.17K - $8.67K
|
158K
$8.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-190- 4.65% |
$9.08K - $11K
|
3.9K
$222K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-245- 4.58% |
$11.7K - $14.2K
|
5.11K
$290K
|
|
|
Jul 26, 2024
Q2 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-272- 2.44% |
$13K - $15.7K
|
10.9K
$618K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-335- 3.92% |
$16K - $19.4K
|
8.22K
$468K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-350- 4.64% |
$16.7K - $20.2K
|
7.19K
$409K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-362- 3.28% |
$17.3K - $20.9K
|
10.7K
$608K
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-393- 0.9% |
$18.8K - $22.7K
|
43.5K
$2.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-395- 1.34% |
$18.9K - $22.8K
|
29K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-400- 80.0% |
$19.1K - $23.1K
|
100
$5.69K
|