Purchases and Sales Made in Q4 2022 in Wheaton Precious Metals Corp. (WPM)
This table provides information about the institutional ownership of Wheaton Precious Metals Corp. (WPM) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
550New |
$16.9K - $22.6K
|
550
$31.3K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
535+ 1.22% |
$16.4K - $22K
|
44.4K
$2.52M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
530+ 5.86% |
$16.3K - $21.8K
|
9.57K
$545K
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
513+ 3.6% |
$15.7K - $21.1K
|
14.7K
$839K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
483+ 7.27% |
$14.8K - $19.9K
|
7.13K
$405K
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
480New |
$14.7K - $19.8K
|
480
$27.3K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
456New |
$14K - $18.8K
|
456
$25.9K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
443+ 1.45% |
$13.6K - $18.2K
|
31K
$1.77M
|
|
Feb 28, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
432+ 0.13% |
$13.2K - $17.8K
|
345K
$19.6M
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
415+ 2.32% |
$12.7K - $17.1K
|
18.3K
$1.04M
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
398+ 157.94% |
$12.2K - $16.4K
|
650
$37K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
350New |
$10.7K - $14.4K
|
350
$19.9K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
323+ 1.5% |
$9.91K - $13.3K
|
21.8K
$1.24M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
308+ 3.96% |
$9.45K - $12.7K
|
8.1K
$461K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
300+ 1.89% |
$9.2K - $12.4K
|
16.2K
$919K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
300New |
$9.2K - $12.4K
|
300
$17.1K
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
300+ 30.0% |
$9.2K - $12.4K
|
1.3K
$74K
|
|
Jan 09, 2023
Q4 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
289+ 3.13% |
$8.86K - $11.9K
|
9.53K
$542K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
280+ 54.69% |
$8.59K - $11.5K
|
792
$45.1K
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
262+ 24.42% |
$8.04K - $10.8K
|
1.34K
$76K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
246+ 1.2% |
$7.54K - $10.1K
|
20.7K
$1.18M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
230New |
$7.05K - $9.47K
|
230
$13.1K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
227+ 65.61% |
$6.96K - $9.35K
|
573
$32.6K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
220New |
$6.75K - $9.06K
|
220
$12.5K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$6.13K - $8.23K
|
200
$11.4K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
200+ 2.14% |
$6.13K - $8.23K
|
9.53K
$542K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
185New |
$5.67K - $7.62K
|
185
$10.5K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
136New |
$4.17K - $5.6K
|
136
$7.74K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
130New |
$3.99K - $5.35K
|
130
$7.4K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
129+ 1172.73% |
$3.96K - $5.31K
|
140
$7.97K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
126+ 2.88% |
$3.86K - $5.19K
|
4.51K
$256K
|
|
Feb 09, 2023
Q4 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
115+ 1.61% |
$3.53K - $4.73K
|
7.25K
$412K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
113New |
$3.47K - $4.65K
|
113
$6.43K
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
100+ 3.54% |
$3.07K - $4.12K
|
2.93K
$167K
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
90+ 1.04% |
$2.76K - $3.71K
|
8.71K
$496K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
87+ 235.14% |
$2.67K - $3.58K
|
124
$7.06K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
78+ 288.89% |
$2.39K - $3.21K
|
105
$5.97K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
72+ 9.06% |
$2.21K - $2.96K
|
867
$49.3K
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
72+ 0.34% |
$2.21K - $2.96K
|
21.4K
$1.22M
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
50+ 20.0% |
$1.53K - $2.06K
|
300
$17.1K
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
41+ 0.15% |
$1.26K - $1.69K
|
27.8K
$1.58M
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
34+ 3.03% |
$1.04K - $1.4K
|
1.16K
$65.7K
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
32+ 0.33% |
$981 - $1.32K
|
9.77K
$556K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
27New |
$828 - $1.11K
|
27
$1.54K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
27+ 0.08% |
$828 - $1.11K
|
36K
$2.05M
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24New |
$736 - $988
|
24
$1.37K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 2.64% |
$521 - $700
|
661
$37.6K
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
13+ 0.23% |
$399 - $535
|
5.72K
$325K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
13+ 0.17% |
$399 - $535
|
7.69K
$437K
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
12+ 0.04% |
$368 - $494
|
30.2K
$1.72M
|