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 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
85+ 86.73% |
$4.42K - $5.46K
|
183
$10.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
80New |
$4.16K - $5.14K
|
80
$4.55K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
79+ 1.8% |
$4.11K - $5.07K
|
4.46K
$254K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
68New |
$3.54K - $4.37K
|
68
$3.87K
|
|
|
Nov 08, 2024
Q3 2024
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
60+ 0.19% |
$3.12K - $3.85K
|
31.4K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54+ 10.76% |
$2.81K - $3.47K
|
556
$31.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
53New |
$2.76K - $3.4K
|
53
$3.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 0.32% |
$2.6K - $3.21K
|
15.7K
$896K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50+ 8.21% |
$2.6K - $3.21K
|
659
$37.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
50+ 50.0% |
$2.6K - $3.21K
|
150
$8.54K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
44New |
$2.29K - $2.83K
|
44
$2.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
43+ 0.2% |
$2.24K - $2.76K
|
21.8K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
24New |
$1.25K - $1.54K
|
24
$1.37K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
22+ 0.13% |
$1.14K - $1.41K
|
16.7K
$949K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
22+ 0.47% |
$1.14K - $1.41K
|
4.66K
$265K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20+ 0.52% |
$1.04K - $1.28K
|
3.88K
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 4.98% |
$677 - $835
|
274
$15.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 41.94% |
$677 - $835
|
44
$2.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
12+ 0.16% |
$624 - $771
|
7.58K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
8+ 11.59% |
$416 - $514
|
77
$4.38K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8+ 0.02% |
$416 - $514
|
33.9K
$1.93M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
6+ 0.04% |
$312 - $385
|
15.4K
$874K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$260 - $321
|
5
$285
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5+ 1.92% |
$260 - $321
|
266
$15.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4+ 0.03% |
$208 - $257
|
15.5K
$882K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4+ 0.2% |
$208 - $257
|
1.96K
$112K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.29% |
$156 - $193
|
1.03K
$58.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 8.33% |
$156 - $193
|
39
$2.22K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.34% |
$156 - $193
|
878
$50K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.22% |
$104 - $128
|
902
$51.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.05% |
$104 - $128
|
4.05K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.21% |
$52 - $64.2
|
478
$27.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$52 - $64.2
|
985
$56K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.01% |
$52 - $64.2
|
10.1K
$576K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$52 - $64.2
|
58.8K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-18- 0.02% |
$937 - $1.16K
|
76.5K
$4.35M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-25- 6.49% |
$1.3K - $1.61K
|
360
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-28- 0.15% |
$1.46K - $1.8K
|
18.5K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-30- 0.59% |
$1.56K - $1.93K
|
5.08K
$289K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-36- 31.3% |
$1.87K - $2.31K
|
79
$4.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-44- 44.0% |
$2.29K - $2.83K
|
56
$3.19K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-45- 0.29% |
$2.34K - $2.89K
|
15.5K
$880K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-49- 0.42% |
$2.55K - $3.15K
|
11.7K
$666K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-49- 0.43% |
$2.55K - $3.15K
|
11.4K
$648K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-50- 0.58% |
$2.6K - $3.21K
|
8.58K
$488K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-61- 0.74% |
$3.17K - $3.92K
|
8.16K
$465K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-64- 27.83% |
$3.33K - $4.11K
|
166
$9.45K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-79- 0.89% |
$4.11K - $5.07K
|
8.76K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-89- 2.28% |
$4.63K - $5.72K
|
3.81K
$217K
|