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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.28% |
$337 - $453
|
3.9K
$222K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$245 - $329
|
14.5K
$827K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$153 - $206
|
5
$285
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.36% |
$92 - $124
|
844
$48K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.3% |
$92 - $124
|
1.01K
$57.3K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.3% |
$61.3 - $82.3
|
658
$37.4K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$30.7 - $41.2
|
5
$285
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.24% |
$30.7 - $41.2
|
422
$24K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 3.7% |
$30.7 - $41.2
|
28
$1.59K
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-14- 0.19% |
$429 - $576
|
7.51K
$427K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 5.77% |
$460 - $618
|
245
$13.9K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 6.93% |
$491 - $659
|
215
$12.2K
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-19- 16.38% |
$583 - $782
|
97
$5.52K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-21- 4.13% |
$644 - $865
|
488
$27.8K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-25- 2.78% |
$767 - $1.03K
|
874
$49.7K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-46- 8.42% |
$1.41K - $1.89K
|
500
$28.5K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-47- 4.88% |
$1.44K - $1.93K
|
917
$52.2K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-48- 0.47% |
$1.47K - $1.98K
|
10.1K
$577K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-50Closed |
$1.53K - $2.06K
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-55- 0.43% |
$1.69K - $2.26K
|
12.8K
$726K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-60- 5.66% |
$1.84K - $2.47K
|
1K
$56.9K
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-61- 0.16% |
$1.87K - $2.51K
|
38.4K
$2.18M
|
|
Feb 14, 2023
Q4 2022
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-80- 0.22% |
$2.45K - $3.29K
|
35.6K
$2.03M
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-86- 0.75% |
$2.64K - $3.54K
|
11.3K
$643K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-86- 0.49% |
$2.64K - $3.54K
|
17.6K
$1M
|
|
Feb 06, 2023
Q4 2022
|
Mad River Investors
|
SELL
|
- |
-92- 0.05% |
$2.82K - $3.79K
|
173K
$9.82M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 10.0% |
$3.07K - $4.12K
|
900
$51.2K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-126- 1.23% |
$3.86K - $5.19K
|
10.1K
$577K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-141- 0.04% |
$4.32K - $5.8K
|
326K
$18.5M
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-153- 1.37% |
$4.69K - $6.3K
|
11K
$626K
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-168- 0.92% |
$5.15K - $6.92K
|
18.2K
$1.04M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-172- 1.91% |
$5.28K - $7.08K
|
8.81K
$502K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-186- 2.93% |
$5.7K - $7.66K
|
6.15K
$350K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-188- 2.21% |
$5.77K - $7.74K
|
8.33K
$474K
|
|
Feb 10, 2023
Q4 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-190- 0.29% |
$5.83K - $7.82K
|
64.4K
$3.66M
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-195- 2.25% |
$5.98K - $8.03K
|
8.47K
$482K
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-198- 1.9% |
$6.07K - $8.15K
|
10.2K
$581K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 21.62% |
$6.13K - $8.23K
|
725
$41.3K
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-201- 1.12% |
$6.16K - $8.28K
|
17.7K
$1.01M
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-209- 95.87% |
$6.41K - $8.6K
|
9
$512
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-220- 64.33% |
$6.75K - $9.06K
|
122
$6.94K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-269- 1.5% |
$8.25K - $11.1K
|
17.6K
$1M
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-300- 1.51% |
$9.2K - $12.4K
|
19.6K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-308- 1.27% |
$9.45K - $12.7K
|
24K
$1.37M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-321- 45.08% |
$9.85K - $13.2K
|
391
$22.2K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-341- 4.55% |
$10.5K - $14K
|
7.16K
$407K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-358- 2.5% |
$11K - $14.7K
|
14K
$795K
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-435- 0.87% |
$13.3K - $17.9K
|
49.6K
$2.82M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-440- 0.4% |
$13.5K - $18.1K
|
109K
$6.18M
|