Purchases and Sales Made in Q3 2022 in Wheaton Precious Metals Corp. (WPM)
This table provides information about the institutional ownership of Wheaton Precious Metals Corp. (WPM) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
68+ 6.46% |
$1.98K - $2.52K
|
1.12K
$63.8K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
46+ 9.2% |
$1.34K - $1.71K
|
546
$31.1K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 18.72% |
$1.19K - $1.52K
|
260
$14.8K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
40New |
$1.16K - $1.48K
|
40
$2.28K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37New |
$1.08K - $1.37K
|
37
$2.11K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
22+ 0.18% |
$640 - $816
|
12.2K
$692K
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
16+ 0.09% |
$465 - $593
|
18.4K
$1.04M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14+ 0.19% |
$407 - $519
|
7.52K
$428K
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
14+ 0.25% |
$407 - $519
|
5.71K
$325K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
11New |
$320 - $408
|
11
$626
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7+ 0.05% |
$204 - $259
|
12.9K
$736K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$145 - $185
|
5
$285
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.48% |
$116 - $148
|
841
$47.9K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 0.4% |
$116 - $148
|
1K
$57.1K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3+ 0.88% |
$87.2 - $111
|
342
$19.5K
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.46% |
$87.2 - $111
|
656
$37.3K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.48% |
$58.2 - $74.1
|
421
$24K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 0.76% |
$58.2 - $74.1
|
265
$15.1K
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.02% |
$58.2 - $74.1
|
10.4K
$593K
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-4- 2.6% |
$116 - $148
|
150
$8.54K
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-12- 0.03% |
$349 - $445
|
38.4K
$2.19M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15- 23.08% |
$436 - $556
|
50
$2.85K
|
|
Nov 09, 2022
Q3 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-20- 0.03% |
$582 - $741
|
64.6K
$3.67M
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21- 15.33% |
$611 - $778
|
116
$6.6K
|
|
Nov 14, 2022
Q3 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-35- 0.05% |
$1.02K - $1.3K
|
76.2K
$4.34M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-40- 5.32% |
$1.16K - $1.48K
|
712
$40.5K
|
|
Oct 18, 2022
Q3 2022
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-45- 0.52% |
$1.31K - $1.67K
|
8.62K
$490K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-51- 4.64% |
$1.48K - $1.89K
|
1.05K
$59.6K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-61- 2.41% |
$1.77K - $2.26K
|
2.47K
$141K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-62- 0.95% |
$1.8K - $2.3K
|
6.45K
$367K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-80- 74.77% |
$2.33K - $2.97K
|
27
$1.54K
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-111- 0.02% |
$3.23K - $4.11K
|
692K
$39.4M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-140- 0.19% |
$4.07K - $5.19K
|
72.8K
$4.15M
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-153- 30.66% |
$4.45K - $5.67K
|
346
$19.7K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-199- 1.06% |
$5.79K - $7.38K
|
18.7K
$1.06M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-225- 60.0% |
$6.54K - $8.34K
|
150
$8.54K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-225- 50.0% |
$6.54K - $8.34K
|
225
$12.8K
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-286- 35.97% |
$8.32K - $10.6K
|
509
$29K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-301- 7.58% |
$8.75K - $11.2K
|
3.67K
$209K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-304- 1.13% |
$8.84K - $11.3K
|
26.5K
$1.51M
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-315- 2.34% |
$9.16K - $11.7K
|
13.2K
$749K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-384- 2.36% |
$11.2K - $14.2K
|
15.9K
$902K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-399- 48.36% |
$11.6K - $14.8K
|
426
$24.2K
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-410Closed |
$11.9K - $15.2K
|
0
$0
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-431- 3.19% |
$12.5K - $16K
|
13.1K
$743K
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
SELL
|
- |
-447- 21.76% |
$13K - $16.6K
|
1.61K
$91.4K
|
|
Nov 14, 2022
Q3 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-450- 3.8% |
$13.1K - $16.7K
|
11.4K
$648K
|