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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.13% |
$40.2 - $45.6
|
792
$45.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-13- 0.15% |
$523 - $593
|
8.79K
$500K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-21- 0.36% |
$845 - $958
|
5.83K
$332K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-25- 2.74% |
$1.01K - $1.14K
|
886
$50.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-40- 0.22% |
$1.61K - $1.82K
|
18.5K
$1.05M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 11.11% |
$2.01K - $2.28K
|
400
$22.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-56- 0.76% |
$2.25K - $2.55K
|
7.28K
$414K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-88- 1.65% |
$3.54K - $4.01K
|
5.25K
$299K
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-94- 1.96% |
$3.78K - $4.29K
|
4.71K
$268K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-96- 65.75% |
$3.86K - $4.38K
|
50
$2.85K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-100- 1.86% |
$4.02K - $4.56K
|
5.27K
$300K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-100- 18.18% |
$4.02K - $4.56K
|
450
$25.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-108- 1.13% |
$4.34K - $4.93K
|
9.43K
$537K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-126- 4.33% |
$5.07K - $5.75K
|
2.78K
$158K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-158- 0.69% |
$6.36K - $7.21K
|
22.8K
$1.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-196- 1.68% |
$7.89K - $8.94K
|
11.5K
$654K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-213- 0.52% |
$8.57K - $9.72K
|
41K
$2.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-213- 0.52% |
$8.57K - $9.72K
|
41K
$2.33M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-234- 16.05% |
$9.41K - $10.7K
|
1.22K
$69.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-240- 1.7% |
$9.66K - $10.9K
|
13.9K
$789K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-244- 0.56% |
$9.82K - $11.1K
|
43.5K
$2.48M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-283- 5.2% |
$11.4K - $12.9K
|
5.16K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-297- 3.29% |
$11.9K - $13.5K
|
8.74K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-300- 4.78% |
$12.1K - $13.7K
|
5.98K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-305- 4.13% |
$12.3K - $13.9K
|
7.08K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
SELL
|
- |
-308- 16.08% |
$12.4K - $14.1K
|
1.61K
$91.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-326- 0.5% |
$13.1K - $14.9K
|
65.3K
$3.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-340- 3.28% |
$13.7K - $15.5K
|
10K
$571K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-350- 3.91% |
$14.1K - $16K
|
8.6K
$489K
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-354- 0.47% |
$14.2K - $16.1K
|
74.9K
$4.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-360- 2.29% |
$14.5K - $16.4K
|
15.3K
$873K
|
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-375- 0.75% |
$15.1K - $17.1K
|
49.7K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-378- 3.89% |
$15.2K - $17.2K
|
9.33K
$531K
|
|
|
Nov 13, 2023
Q3 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-410- 0.63% |
$16.5K - $18.7K
|
64.8K
$3.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-421- 1.27% |
$16.9K - $19.2K
|
32.7K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-424- 31.41% |
$17.1K - $19.3K
|
926
$52.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-460- 15.59% |
$18.5K - $21K
|
2.49K
$142K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-467- 6.01% |
$18.8K - $21.3K
|
7.31K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-470- 4.54% |
$18.9K - $21.4K
|
9.89K
$563K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-473- 5.81% |
$19K - $21.6K
|
7.67K
$437K
|
|
|
Oct 18, 2023
Q3 2023
|
Mad River Investors
|
SELL
|
- |
-493- 0.26% |
$19.8K - $22.5K
|
190K
$10.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-500- 5.15% |
$20.1K - $22.8K
|
9.2K
$524K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-539- 3.86% |
$21.7K - $24.6K
|
13.4K
$764K
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-550- 8.99% |
$22.1K - $25.1K
|
5.57K
$317K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-556- 2.02% |
$22.4K - $25.4K
|
27K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-632- 0.67% |
$25.4K - $28.8K
|
93.4K
$5.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-652- 0.08% |
$26.2K - $29.7K
|
820K
$46.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-654- 5.55% |
$26.3K - $29.8K
|
11.1K
$633K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-664- 1.33% |
$26.7K - $30.3K
|
49.3K
$2.8M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-718- 90.2% |
$28.9K - $32.8K
|
78
$4.44K
|