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
|
Baystate Wealth Management LLC
|
BUY
|
- |
424+ 550.65% |
$16.5K - $21.4K
|
501
$28.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
424New |
$16.5K - $21.4K
|
424
$24.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
415+ 4.06% |
$16.1K - $20.9K
|
10.6K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
400+ 2.93% |
$15.5K - $20.2K
|
14.1K
$800K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
388+ 0.78% |
$15.1K - $19.6K
|
50.1K
$2.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
363+ 2.37% |
$14.1K - $18.3K
|
15.7K
$893K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
359+ 47.61% |
$13.9K - $18.1K
|
1.11K
$63.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
350New |
$13.6K - $17.7K
|
350
$19.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
344New |
$13.4K - $17.4K
|
344
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
343+ 3.56% |
$13.3K - $17.3K
|
9.98K
$568K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
327+ 1.91% |
$12.7K - $16.5K
|
17.4K
$993K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
321New |
$12.5K - $16.2K
|
321
$18.3K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
316+ 0.73% |
$12.3K - $15.9K
|
43.8K
$2.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
308+ 4.91% |
$12K - $15.5K
|
6.58K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
303+ 5.0% |
$11.8K - $15.3K
|
6.36K
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
273+ 30.81% |
$10.6K - $13.8K
|
1.16K
$65.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
238+ 3.3% |
$9.24K - $12K
|
7.45K
$424K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
200New |
$7.76K - $10.1K
|
200
$11.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
187+ 2.64% |
$7.26K - $9.43K
|
7.26K
$413K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
184+ 2.27% |
$7.14K - $9.28K
|
8.29K
$471K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
182+ 18.65% |
$7.07K - $9.18K
|
1.16K
$65.9K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
151New |
$5.86K - $7.62K
|
151
$8.59K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
149New |
$5.78K - $7.52K
|
149
$8.48K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
142New |
$5.51K - $7.16K
|
142
$8.08K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
138+ 2.81% |
$5.36K - $6.96K
|
5.04K
$287K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
130New |
$5.05K - $6.56K
|
130
$7.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
118New |
$4.58K - $5.95K
|
118
$6.71K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
111+ 1.39% |
$4.31K - $5.6K
|
8.1K
$461K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
110+ 0.71% |
$4.27K - $5.55K
|
15.6K
$888K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
109New |
$4.23K - $5.5K
|
109
$6.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 100.0% |
$3.88K - $5.05K
|
200
$11.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
70New |
$2.72K - $3.53K
|
70
$3.98K
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
66+ 0.3% |
$2.56K - $3.33K
|
21.9K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
52+ 0.24% |
$2.02K - $2.62K
|
21.6K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
50+ 0.39% |
$1.94K - $2.52K
|
13K
$737K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
50New |
$1.94K - $2.52K
|
50
$2.85K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
43+ 0.59% |
$1.67K - $2.17K
|
7.33K
$417K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.88% |
$1.51K - $1.97K
|
4.46K
$254K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
37+ 13.86% |
$1.44K - $1.87K
|
304
$17.3K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34+ 0.06% |
$1.32K - $1.72K
|
52.4K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15+ 0.21% |
$582 - $757
|
7.17K
$408K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 3.41% |
$582 - $757
|
455
$25.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 10.85% |
$543 - $706
|
143
$8.14K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
10+ 0.15% |
$388 - $505
|
6.71K
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10New |
$388 - $505
|
10
$569
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9+ 0.17% |
$349 - $454
|
5.39K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9+ 0.17% |
$349 - $454
|
5.28K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9+ 0.25% |
$349 - $454
|
3.6K
$205K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 0.58% |
$194 - $252
|
873
$49.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2+ 0.88% |
$77.6 - $101
|
229
$13K
|