Purchases and Sales Made in Q2 2025 in Wheaton Precious Metals Corp. (WPM)
This table provides information about the institutional ownership of Wheaton Precious Metals Corp. (WPM) during Q2 2025. 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 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-10- 2.41% |
$706 - $928
|
405
$43.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 1.08% |
$706 - $928
|
915
$98.5K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-11- 0.07% |
$776 - $1.02K
|
14.7K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 2.0% |
$917 - $1.21K
|
636
$68.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 0.41% |
$1.06K - $1.39K
|
3.65K
$393K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-20- 0.47% |
$1.41K - $1.86K
|
4.27K
$459K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22- 0.55% |
$1.55K - $2.04K
|
3.95K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-26- 0.52% |
$1.83K - $2.41K
|
4.97K
$535K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-33- 0.13% |
$2.33K - $3.06K
|
24.4K
$2.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-35- 0.25% |
$2.47K - $3.25K
|
14K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37- 0.41% |
$2.61K - $3.43K
|
9.09K
$979K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-42- 3.61% |
$2.96K - $3.9K
|
1.12K
$121K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-45- 0.42% |
$3.18K - $4.17K
|
10.7K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-45- 0.26% |
$3.18K - $4.17K
|
17.1K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-48- 1.07% |
$3.39K - $4.45K
|
4.45K
$479K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-50- 0.52% |
$3.53K - $4.64K
|
9.58K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-93- 2.41% |
$6.56K - $8.63K
|
3.76K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-100- 1.59% |
$7.06K - $9.28K
|
6.19K
$666K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-100- 0.45% |
$7.06K - $9.28K
|
22K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-101- 0.37% |
$7.13K - $9.37K
|
27.6K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-111- 1.93% |
$7.83K - $10.3K
|
5.63K
$606K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-125- 0.56% |
$8.82K - $11.6K
|
22.4K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-126- 4.44% |
$8.89K - $11.7K
|
2.71K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-140- 4.83% |
$9.88K - $13K
|
2.76K
$297K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-150- 0.43% |
$10.6K - $13.9K
|
35.1K
$3.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-152- 23.24% |
$10.7K - $14.1K
|
502
$54.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-155- 2.4% |
$10.9K - $14.4K
|
6.3K
$679K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-157- 2.14% |
$11.1K - $14.6K
|
7.17K
$772K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-170- 1.02% |
$12K - $15.8K
|
16.5K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-173- 4.74% |
$12.2K - $16K
|
3.48K
$374K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 6.06% |
$14.1K - $18.6K
|
3.1K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-211- 3.54% |
$14.9K - $19.6K
|
5.75K
$619K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-221- 2.61% |
$15.6K - $20.5K
|
8.24K
$887K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-227- 1.51% |
$16K - $21.1K
|
14.8K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-229- 4.83% |
$16.2K - $21.2K
|
4.51K
$486K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-230- 2.42% |
$16.2K - $21.3K
|
9.29K
$1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-247- 2.68% |
$17.4K - $22.9K
|
8.96K
$965K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-248- 4.31% |
$17.5K - $23K
|
5.51K
$593K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-275- 2.23% |
$19.4K - $25.5K
|
12K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-282- 2.9% |
$19.9K - $26.2K
|
9.43K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-300- 0.75% |
$21.2K - $27.8K
|
39.9K
$4.3M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-313- 30.45% |
$22.1K - $29K
|
715
$77K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-325- 3.66% |
$22.9K - $30.1K
|
8.55K
$921K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-357- 0.59% |
$25.2K - $33.1K
|
60.2K
$6.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-368- 0.69% |
$26K - $34.1K
|
53.1K
$5.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-370- 10.56% |
$26.1K - $34.3K
|
3.13K
$337K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-393- 4.56% |
$27.7K - $36.5K
|
8.23K
$886K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-400- 1.5% |
$28.2K - $37.1K
|
26.3K
$2.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-400- 0.85% |
$28.2K - $37.1K
|
46.5K
$5.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-429- 0.71% |
$30.3K - $39.8K
|
60.4K
$6.51M
|