Purchases and Sales Made in Q3 2024 in Wheaton Precious Metals Corp. (WPM)
This table provides information about the institutional ownership of Wheaton Precious Metals Corp. (WPM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
546+ 4.72% |
$28.4K - $35.1K
|
12.1K
$690K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
529+ 5.15% |
$27.5K - $34K
|
10.8K
$615K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
506+ 2.39% |
$26.3K - $32.5K
|
21.7K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
501New |
$26.1K - $32.2K
|
501
$28.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
500+ 6.14% |
$26K - $32.1K
|
8.64K
$492K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
500+ 12.73% |
$26K - $32.1K
|
4.43K
$252K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
463+ 4.7% |
$24.1K - $29.7K
|
10.3K
$587K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
450+ 266.27% |
$23.4K - $28.9K
|
619
$35.2K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
449+ 1.53% |
$23.4K - $28.8K
|
29.8K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
432+ 31.01% |
$22.5K - $27.7K
|
1.83K
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
392+ 1.08% |
$20.4K - $25.2K
|
36.6K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
371+ 0.78% |
$19.3K - $23.8K
|
48K
$2.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
359New |
$18.7K - $23.1K
|
359
$20.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
350New |
$18.2K - $22.5K
|
350
$19.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
348+ 10.45% |
$18.1K - $22.3K
|
3.68K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
346+ 4.49% |
$18K - $22.2K
|
8.05K
$458K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
316+ 5.96% |
$16.4K - $20.3K
|
5.62K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
311+ 2.58% |
$16.2K - $20K
|
12.3K
$703K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
300+ 7.69% |
$15.6K - $19.3K
|
4.2K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
290+ 4.22% |
$15.1K - $18.6K
|
7.17K
$408K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
244+ 0.56% |
$12.7K - $15.7K
|
43.7K
$2.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
242+ 0.39% |
$12.6K - $15.5K
|
62.2K
$3.54M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
221+ 4.59% |
$11.5K - $14.2K
|
5.04K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
221+ 27.35% |
$11.5K - $14.2K
|
1.03K
$58.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
219+ 5.64% |
$11.4K - $14.1K
|
4.1K
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
217+ 4.94% |
$11.3K - $13.9K
|
4.61K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
212+ 13.95% |
$11K - $13.6K
|
1.73K
$98.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
210+ 0.98% |
$10.9K - $13.5K
|
21.6K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
197+ 0.57% |
$10.3K - $12.7K
|
34.6K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
196+ 1.0% |
$10.2K - $12.6K
|
19.8K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
187+ 2.24% |
$9.73K - $12K
|
8.55K
$487K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
183New |
$9.52K - $11.8K
|
183
$10.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
153+ 3.78% |
$7.96K - $9.83K
|
4.2K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
151+ 14.97% |
$7.86K - $9.7K
|
1.16K
$66K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
135New |
$7.03K - $8.67K
|
135
$7.68K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
127+ 0.83% |
$6.61K - $8.16K
|
15.5K
$880K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
120New |
$6.24K - $7.71K
|
120
$6.83K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
120New |
$6.24K - $7.71K
|
120
$6.83K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
120New |
$6.24K - $7.71K
|
120
$6.83K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
119New |
$6.19K - $7.64K
|
119
$6.77K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
118New |
$6.14K - $7.58K
|
118
$6.71K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
118+ 0.74% |
$6.14K - $7.58K
|
16.1K
$917K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
117New |
$6.09K - $7.51K
|
117
$6.66K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
110New |
$5.72K - $7.06K
|
110
$6.26K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
109+ 0.79% |
$5.67K - $7K
|
14K
$795K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
100New |
$5.2K - $6.42K
|
100
$5.69K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
94+ 0.21% |
$4.89K - $6.04K
|
44.5K
$2.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
92+ 0.21% |
$4.79K - $5.91K
|
44.5K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
92New |
$4.79K - $5.91K
|
92
$5.23K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
87New |
$4.53K - $5.59K
|
87
$4.95K
|