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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3K+ 9.56% |
$117K - $151K
|
34.4K
$1.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.87K+ 555.32% |
$111K - $145K
|
3.39K
$193K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.87K+ 31.86% |
$111K - $145K
|
11.9K
$675K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.77K+ 0.22% |
$108K - $140K
|
1.29M
$73.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.6KNew |
$101K - $131K
|
2.6K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.3KNew |
$89.3K - $116K
|
2.3K
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2.3K+ 7.5% |
$89.1K - $116K
|
32.9K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.25KNew |
$87.3K - $113K
|
2.25K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
2K+ 5.87% |
$77.5K - $101K
|
36K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.96K+ 3.13% |
$76K - $98.8K
|
64.5K
$3.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.95KNew |
$75.7K - $98.3K
|
1.95K
$111K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 2.48% |
$71.7K - $93.2K
|
76.3K
$4.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.81K+ 6.32% |
$70.1K - $91.2K
|
30.4K
$1.73M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.77K+ 8.66% |
$68.7K - $89.3K
|
22.2K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.58K+ 3.01% |
$61.2K - $79.5K
|
54K
$3.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$58.2K - $75.7K
|
1.5K
$85.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.42K+ 1.75% |
$55.1K - $71.6K
|
82.4K
$4.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.33K+ 0.1% |
$51.6K - $67K
|
1.36M
$77.2M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.25K+ 14.04% |
$48.6K - $63.1K
|
10.2K
$578K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.21K+ 1.76% |
$47.1K - $61.2K
|
70.2K
$4M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.2K+ 2400.0% |
$46.6K - $60.5K
|
1.25K
$71.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.01K+ 10.7% |
$39.2K - $50.9K
|
10.4K
$594K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1K+ 0.27% |
$38.8K - $50.5K
|
371K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
965+ 17.85% |
$37.5K - $48.7K
|
6.37K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
950+ 2.28% |
$36.9K - $47.9K
|
42.6K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
945+ 1.45% |
$36.7K - $47.7K
|
66.3K
$3.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
932+ 9.58% |
$36.2K - $47K
|
10.7K
$607K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
923+ 7.98% |
$35.8K - $46.6K
|
12.5K
$710K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
900+ 3.19% |
$34.9K - $45.4K
|
29.1K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
863+ 6.65% |
$33.5K - $43.5K
|
13.8K
$787K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
800New |
$31.1K - $40.4K
|
800
$45.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
795New |
$30.9K - $40.1K
|
795
$45.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
767+ 11.08% |
$29.8K - $38.7K
|
7.69K
$438K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
699+ 10.67% |
$27.1K - $35.3K
|
7.25K
$412K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
680+ 106.92% |
$26.4K - $34.3K
|
1.32K
$74.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
669+ 18.66% |
$26K - $33.8K
|
4.26K
$242K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
646+ 1.87% |
$25.1K - $32.6K
|
35.2K
$2M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
621New |
$24.1K - $31.3K
|
621
$35.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
602+ 230.65% |
$23.4K - $30.4K
|
863
$49.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
602New |
$23.4K - $30.4K
|
602
$34.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
592+ 44.38% |
$23K - $29.9K
|
1.93K
$110K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
565+ 6.42% |
$21.9K - $28.5K
|
9.36K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
559+ 0.53% |
$21.7K - $28.2K
|
106K
$6.04M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
544+ 0.55% |
$21.1K - $27.4K
|
99.9K
$5.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
522New |
$20.3K - $26.3K
|
522
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
500+ 3.25% |
$19.4K - $25.2K
|
15.9K
$905K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
490+ 0.77% |
$19K - $24.7K
|
63.8K
$3.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
481New |
$18.7K - $24.3K
|
481
$27.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
458+ 0.14% |
$17.8K - $23.1K
|
331K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
428+ 46.22% |
$16.6K - $21.6K
|
1.35K
$77K
|