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 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.2% |
$77.6 - $101
|
1.02K
$57.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.02% |
$77.6 - $101
|
10.2K
$582K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 1.27% |
$77.6 - $101
|
159
$9.05K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.13% |
$38.8 - $50.5
|
793
$45.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1- 0.01% |
$38.8 - $50.5
|
10.1K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.03% |
$77.6 - $101
|
7.3K
$416K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-3- 0.05% |
$116 - $151
|
5.48K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-7- 1.08% |
$272 - $353
|
643
$36.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9- 0.16% |
$349 - $454
|
5.64K
$321K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-13- 0.26% |
$505 - $656
|
4.97K
$283K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-20- 0.38% |
$776 - $1.01K
|
5.23K
$298K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21- 0.23% |
$815 - $1.06K
|
9.18K
$522K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 25.0% |
$971 - $1.26K
|
75
$4.27K
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
SELL
|
- |
-27- 0.16% |
$1.05K - $1.36K
|
17K
$970K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-35- 0.41% |
$1.36K - $1.77K
|
8.56K
$487K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-38- 0.5% |
$1.48K - $1.92K
|
7.64K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-39- 0.21% |
$1.51K - $1.97K
|
18.4K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-41- 1.08% |
$1.59K - $2.07K
|
3.76K
$214K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-69- 0.51% |
$2.68K - $3.48K
|
13.4K
$760K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-95- 25.54% |
$3.69K - $4.79K
|
277
$15.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-106- 21.81% |
$4.11K - $5.35K
|
380
$21.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-119- 0.21% |
$4.62K - $6K
|
57.4K
$3.27M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-123- 10.05% |
$4.77K - $6.21K
|
1.1K
$62.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-124- 1.92% |
$4.81K - $6.26K
|
6.33K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-150- 0.09% |
$5.82K - $7.57K
|
159K
$9.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-175- 5.98% |
$6.79K - $8.83K
|
2.75K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-179- 1.52% |
$6.95K - $9.03K
|
11.6K
$659K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-190- 3.69% |
$7.38K - $9.59K
|
4.97K
$283K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-209- 16.29% |
$8.11K - $10.5K
|
1.07K
$61.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-219- 1.58% |
$8.5K - $11K
|
13.6K
$776K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-228- 1.57% |
$8.85K - $11.5K
|
14.3K
$815K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-231- 57.75% |
$8.97K - $11.7K
|
169
$9.62K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-240- 2.72% |
$9.32K - $12.1K
|
8.59K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-250- 0.52% |
$9.71K - $12.6K
|
47.8K
$2.72M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-250- 4.75% |
$9.71K - $12.6K
|
5.01K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-250- 1.38% |
$9.71K - $12.6K
|
17.8K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-254- 3.27% |
$9.86K - $12.8K
|
7.52K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-263- 1.19% |
$10.2K - $13.3K
|
21.9K
$1.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-295- 2.94% |
$11.5K - $14.9K
|
9.74K
$554K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-314- 2.73% |
$12.2K - $15.8K
|
11.2K
$636K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-329- 6.11% |
$12.8K - $16.6K
|
5.06K
$288K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-337- 13.53% |
$13.1K - $17K
|
2.15K
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-350- 1.9% |
$13.6K - $17.7K
|
18.1K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-371- 24.42% |
$14.4K - $18.7K
|
1.15K
$65.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-375- 0.05% |
$14.6K - $18.9K
|
730K
$41.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-400- 1.01% |
$15.5K - $20.2K
|
39.1K
$2.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-440- 7.92% |
$17.1K - $22.2K
|
5.12K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-451- 4.83% |
$17.5K - $22.8K
|
8.89K
$506K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-455- 38.62% |
$17.7K - $23K
|
723
$41.1K
|