Purchases and Sales Made in Q3 2023 in Wheaton Precious Metals Corp. (WPM)
This table provides information about the institutional ownership of Wheaton Precious Metals Corp. (WPM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
400New |
$16.1K - $18.2K
|
400
$22.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
392New |
$15.8K - $17.9K
|
392
$22.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
389+ 1.4% |
$15.6K - $17.7K
|
28.2K
$1.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
363+ 3.24% |
$14.6K - $16.6K
|
11.6K
$658K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
358New |
$14.4K - $16.3K
|
358
$20.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
353+ 0.84% |
$14.2K - $16.1K
|
42.6K
$2.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
328+ 38.59% |
$13.2K - $15K
|
1.18K
$67K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
302+ 2.1% |
$12.1K - $13.8K
|
14.7K
$836K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
270+ 3.58% |
$10.9K - $12.3K
|
7.81K
$444K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
258+ 2.36% |
$10.4K - $11.8K
|
11.2K
$638K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
250+ 0.44% |
$10.1K - $11.4K
|
57.4K
$3.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
216+ 0.04% |
$8.69K - $9.85K
|
611K
$34.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
215+ 6.0% |
$8.65K - $9.81K
|
3.8K
$216K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
215+ 6.0% |
$8.65K - $9.81K
|
3.8K
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
200+ 2.57% |
$8.05K - $9.12K
|
7.99K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
190+ 1.91% |
$7.64K - $8.67K
|
10.2K
$578K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
176+ 1.75% |
$7.08K - $8.03K
|
10.3K
$583K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
170+ 0.42% |
$6.84K - $7.76K
|
40.9K
$2.33M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
151+ 0.81% |
$6.07K - $6.89K
|
18.7K
$1.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
140+ 1.09% |
$5.63K - $6.39K
|
13K
$738K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
103+ 0.88% |
$4.14K - $4.7K
|
11.8K
$669K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
101+ 0.1% |
$4.06K - $4.61K
|
99.4K
$5.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100New |
$4.02K - $4.56K
|
100
$5.69K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
100+ 0.65% |
$4.02K - $4.56K
|
15.4K
$876K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
100+ 0.11% |
$4.02K - $4.56K
|
93.4K
$5.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
100+ 6.25% |
$4.02K - $4.56K
|
1.7K
$96.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
98+ 0.84% |
$3.94K - $4.47K
|
11.8K
$672K
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
64+ 0.3% |
$2.57K - $2.92K
|
21.6K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
62+ 0.1% |
$2.49K - $2.83K
|
59.2K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
57+ 9.61% |
$2.29K - $2.6K
|
650
$37K
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
45+ 0.53% |
$1.81K - $2.05K
|
8.59K
$489K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
44+ 13.41% |
$1.77K - $2.01K
|
372
$21.2K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
40New |
$1.61K - $1.82K
|
40
$2.28K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
35+ 0.27% |
$1.41K - $1.6K
|
13.1K
$743K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 15.9% |
$1.25K - $1.41K
|
226
$12.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
25+ 1.99% |
$1.01K - $1.14K
|
1.28K
$73K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23+ 0.34% |
$925 - $1.05K
|
6.85K
$390K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 2.09% |
$805 - $912
|
976
$55.5K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19+ 0.29% |
$764 - $867
|
6.55K
$373K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12+ 50.0% |
$483 - $547
|
36
$2.05K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
11+ 8.15% |
$443 - $502
|
146
$8.31K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
11+ 1.76% |
$443 - $502
|
636
$36.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 1.05% |
$362 - $411
|
868
$49.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9+ 0.25% |
$362 - $411
|
3.59K
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7+ 0.04% |
$282 - $319
|
17.8K
$1.01M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.62% |
$161 - $182
|
654
$37.2K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.3% |
$121 - $137
|
1.02K
$57.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
3+ 0.05% |
$121 - $137
|
5.48K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.01% |
$40.2 - $45.6
|
10.2K
$582K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|