Purchases and Sales Made in Q4 2024 in Wheaton Precious Metals Corp. (WPM)
This table provides information about the institutional ownership of Wheaton Precious Metals Corp. (WPM) during Q4 2024. 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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150+ 0.95% |
$8.41K - $10.3K
|
15.9K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
137+ 2.12% |
$7.68K - $9.39K
|
6.6K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
119+ 0.96% |
$6.67K - $8.16K
|
12.5K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Hendley & CO Inc
|
BUY
|
- |
100+ 0.11% |
$5.61K - $6.85K
|
89.8K
$8.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
100New |
$5.61K - $6.85K
|
100
$9.14K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
88+ 53.01% |
$4.94K - $6.03K
|
254
$23.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
82New |
$4.6K - $5.62K
|
82
$7.49K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
75+ 1.68% |
$4.21K - $5.14K
|
4.54K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
75+ 0.34% |
$4.21K - $5.14K
|
22.1K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
68+ 0.36% |
$3.81K - $4.66K
|
18.9K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
60+ 0.79% |
$3.36K - $4.11K
|
7.64K
$698K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
59+ 1.44% |
$3.31K - $4.04K
|
4.16K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
59+ 0.64% |
$3.31K - $4.04K
|
9.25K
$845K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
50+ 0.57% |
$2.8K - $3.43K
|
8.85K
$808K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 18.25% |
$2.8K - $3.43K
|
324
$29.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
46+ 0.52% |
$2.58K - $3.15K
|
8.96K
$819K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
42+ 0.19% |
$2.36K - $2.88K
|
21.8K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
40+ 0.19% |
$2.24K - $2.74K
|
21.6K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
39+ 0.11% |
$2.19K - $2.67K
|
34K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
39New |
$2.19K - $2.67K
|
39
$3.56K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
32New |
$1.79K - $2.19K
|
32
$2.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 0.32% |
$1.68K - $2.06K
|
9.42K
$860K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
30+ 0.2% |
$1.68K - $2.06K
|
15.4K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27+ 36.99% |
$1.51K - $1.85K
|
100
$9.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
25+ 27.17% |
$1.4K - $1.71K
|
117
$10.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
22+ 64.71% |
$1.23K - $1.51K
|
56
$5.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
20+ 0.36% |
$1.12K - $1.37K
|
5.5K
$503K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
20New |
$1.12K - $1.37K
|
20
$1.83K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
20New |
$1.12K - $1.37K
|
20
$1.83K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
15New |
$841 - $1.03K
|
15
$1.37K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 1.56% |
$617 - $754
|
715
$65.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11+ 0.27% |
$617 - $754
|
4.06K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 3.01% |
$449 - $548
|
274
$25K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 0.19% |
$449 - $548
|
4.26K
$389K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8+ 0.05% |
$449 - $548
|
17.6K
$1.61M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
8+ 10.0% |
$449 - $548
|
88
$8.04K
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
7+ 0.01% |
$393 - $480
|
53.8K
$4.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7+ 0.23% |
$393 - $480
|
3.03K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5New |
$280 - $343
|
5
$457
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.33% |
$168 - $206
|
905
$82.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2+ 0.05% |
$112 - $137
|
3.69K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 18.18% |
$112 - $137
|
13
$1.19K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.19% |
$112 - $137
|
1.03K
$93.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.21% |
$56.1 - $68.5
|
479
$43.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.01% |
$56.1 - $68.5
|
10.1K
$925K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1+ 0.01% |
$56.1 - $68.5
|
14.5K
$1.32M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$56.1 - $68.5
|
5.04K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$56.1 - $68.5
|
4.42K
$404K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1- 0.02% |
$56.1 - $68.5
|
4.65K
$425K
|