Purchases and Sales Made in Q4 2023 in Wheaton Precious Metals Corp. (WPM)
This table provides information about the institutional ownership of Wheaton Precious Metals Corp. (WPM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.48K+ 53.09% |
$329K - $428K
|
24.5K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.43K+ 13.81% |
$327K - $425K
|
69.5K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.31K+ 24.69% |
$323K - $419K
|
42K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.27KNew |
$321K - $417K
|
8.27K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.23K+ 20.12% |
$319K - $415K
|
49.1K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.16K+ 227.73% |
$317K - $412K
|
11.7K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.65K+ 26.2% |
$297K - $386K
|
36.8K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
7.61K+ 0.8% |
$295K - $384K
|
958K
$54.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.5KNew |
$291K - $378K
|
7.5K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.31K+ 1.08% |
$284K - $369K
|
686K
$39M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.2K+ 8.13% |
$280K - $363K
|
95.7K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
7.19K+ 0.31% |
$279K - $363K
|
2.36M
$135M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.93KNew |
$269K - $350K
|
6.93K
$394K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.77K+ 1.36% |
$263K - $342K
|
503K
$28.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.7K+ 7.95% |
$260K - $338K
|
91K
$5.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.93KNew |
$230K - $299K
|
5.93K
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.48K+ 6.42% |
$213K - $276K
|
90.7K
$5.16M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.47KNew |
$212K - $276K
|
5.47K
$311K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
5.27K+ 27.23% |
$205K - $266K
|
24.6K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.26KNew |
$204K - $265K
|
5.26K
$299K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
5.2K+ 49.52% |
$202K - $262K
|
15.7K
$893K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.79KNew |
$186K - $242K
|
4.79K
$273K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
4.7KNew |
$183K - $237K
|
4.7K
$268K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4.62KNew |
$179K - $233K
|
4.62K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.6KNew |
$178K - $232K
|
4.6K
$262K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.53KNew |
$176K - $229K
|
4.53K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
4.5K+ 8.91% |
$175K - $227K
|
55K
$3.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
4.44K+ 10.99% |
$172K - $224K
|
44.9K
$2.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.4K+ 11.99% |
$171K - $222K
|
41.1K
$2.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.4KNew |
$171K - $222K
|
4.4K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.32KNew |
$168K - $218K
|
4.32K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
4.31KNew |
$167K - $218K
|
4.31K
$245K
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
4.25KNew |
$165K - $214K
|
4.25K
$242K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.24KNew |
$165K - $214K
|
4.24K
$241K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4.2KNew |
$163K - $212K
|
4.2K
$239K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.2KNew |
$163K - $212K
|
4.2K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.2KNew |
$163K - $212K
|
4.2K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.19K+ 22.58% |
$163K - $211K
|
22.8K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
4.17KNew |
$162K - $210K
|
4.17K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.11KNew |
$160K - $208K
|
4.11K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.11KNew |
$160K - $208K
|
4.11K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.1KNew |
$159K - $207K
|
4.1K
$234K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.1KNew |
$159K - $207K
|
4.1K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4K+ 2.02% |
$155K - $202K
|
202K
$11.5M
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
3.88K+ 40.7% |
$151K - $196K
|
13.4K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.8K+ 9.35% |
$147K - $192K
|
44.4K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.65K+ 40.83% |
$142K - $184K
|
12.6K
$716K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
3.47K+ 22.29% |
$135K - $175K
|
19K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.32K+ 9.25% |
$129K - $167K
|
39.2K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Pembroke Management, LTD
|
BUY
|
- |
3.26K+ 22.48% |
$126K - $164K
|
17.7K
$1.01M
|