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 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-483- 4.89% |
$18.8K - $24.4K
|
9.4K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-504- 2.38% |
$19.6K - $25.4K
|
20.7K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-526- 3.47% |
$20.4K - $26.5K
|
14.6K
$832K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-538- 2.36% |
$20.9K - $27.1K
|
22.3K
$1.27M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-552- 4.55% |
$21.4K - $27.8K
|
11.6K
$658K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-559- 3.24% |
$21.7K - $28.2K
|
16.7K
$948K
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-560- 1.18% |
$21.7K - $28.3K
|
46.8K
$2.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-601- 5.36% |
$23.3K - $30.3K
|
10.6K
$604K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-671- 7.76% |
$26K - $33.9K
|
7.98K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-672- 0.44% |
$26.1K - $33.9K
|
152K
$8.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-699- 4.76% |
$27.1K - $35.3K
|
14K
$796K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-789- 4.55% |
$30.6K - $39.8K
|
16.6K
$943K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-821- 6.95% |
$31.9K - $41.4K
|
11K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-890- 10.26% |
$34.5K - $44.9K
|
7.79K
$443K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-972- 1.97% |
$37.7K - $49K
|
48.3K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-975- 1.51% |
$37.8K - $49.2K
|
63.8K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-996- 2.91% |
$38.7K - $50.2K
|
33.2K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1K- 9.09% |
$38.8K - $50.5K
|
10K
$569K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.01K- 2.66% |
$39.2K - $50.9K
|
36.9K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.05K- 6.36% |
$40.9K - $53.2K
|
15.5K
$882K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.06K- 3.06% |
$41.3K - $53.7K
|
33.7K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.07K- 64.16% |
$41.7K - $54.2K
|
600
$34.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.17K- 39.41% |
$45.4K - $59K
|
1.8K
$102K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.26K- 12.31% |
$49K - $63.7K
|
8.99K
$511K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.3K- 2.62% |
$50.4K - $65.5K
|
48.3K
$2.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.32K- 23.72% |
$51.2K - $66.6K
|
4.25K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-1.36K- 15.5% |
$52.6K - $68.4K
|
7.39K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.5K- 3.53% |
$58.3K - $75.7K
|
41.1K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.64K- 4.56% |
$63.5K - $82.5K
|
34.3K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.75K- 97.76% |
$67.9K - $88.2K
|
40
$2.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.77K- 17.56% |
$68.5K - $89K
|
8.29K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2K- 94.92% |
$77.6K - $101K
|
107
$6.09K
|
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-2.2K- 18.76% |
$85.4K - $111K
|
9.53K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-2.37K- 3.16% |
$92K - $120K
|
72.5K
$4.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-2.47K- 20.59% |
$95.8K - $125K
|
9.52K
$542K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-2.61K- 10.39% |
$101K - $132K
|
22.5K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.68K- 28.74% |
$104K - $135K
|
6.65K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.94K- 34.19% |
$114K - $148K
|
5.66K
$322K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.98K- 15.95% |
$116K - $150K
|
15.7K
$893K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-3.2K- 5.4% |
$124K - $161K
|
56K
$3.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.33K- 39.15% |
$129K - $168K
|
5.17K
$294K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.41K- 29.49% |
$132K - $172K
|
8.14K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.5K- 30.31% |
$136K - $177K
|
8.05K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.83K- 4.36% |
$149K - $193K
|
84K
$4.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-4.2K- 4.5% |
$163K - $212K
|
89.2K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.07K- 21.51% |
$197K - $256K
|
18.5K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.62K- 17.16% |
$218K - $283K
|
27.1K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.91K- 12.17% |
$229K - $298K
|
42.7K
$2.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.16K- 15.01% |
$239K - $311K
|
34.9K
$1.98M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.16K- 15.01% |
$239K - $311K
|
34.9K
$1.98M
|