Latest Institutional Transactions on Wheaton Precious Metals Corp. (WPM)
This table provides information on the latest institutional transactions involving Wheaton Precious Metals Corp. (WPM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-5.06K- 8.12% |
$439K - $566K
|
57.2K
$5.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-121- 2.69% |
$10.5K - $13.5K
|
4.37K
$455K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.23K- 3.52% |
$193K - $249K
|
61.2K
$6.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
461+ 4.89% |
$40K - $51.6K
|
9.89K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-184- 7.46% |
$16K - $20.6K
|
2.28K
$238K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$921K - $1.19M
|
10.6K
$1.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.97K+ 11.62% |
$431K - $555K
|
47.7K
$4.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.22K- 45.66% |
$279K - $360K
|
3.83K
$399K
|
|
|
Oct 28, 2025
Q3 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
3+ 0.15% |
$260 - $336
|
1.98K
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.5K+ 72.21% |
$477K - $615K
|
13.1K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
909+ 1.95% |
$78.8K - $102K
|
47.4K
$4.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-80- 2.8% |
$6.94K - $8.95K
|
2.77K
$289K
|
|
|
Oct 27, 2025
Q3 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-500- 0.27% |
$43.4K - $55.9K
|
182K
$19M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
55+ 27.36% |
$4.77K - $6.15K
|
256
$26.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-99- 3.48% |
$8.59K - $11.1K
|
2.75K
$286K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2+ 0.05% |
$173 - $224
|
4.13K
$430K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.22% |
$780 - $1.01K
|
4.07K
$424K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
452+ 36.81% |
$39.2K - $50.6K
|
1.68K
$175K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.02K+ 11.42% |
$88.8K - $115K
|
9.99K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2KNew |
$173K - $224K
|
2K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$8.67K - $11.2K
|
100
$10.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.19K- 5.24% |
$190K - $245K
|
39.6K
$4.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
1KNew |
$86.7K - $112K
|
1K
$104K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-619- 3.25% |
$53.7K - $69.2K
|
18.5K
$1.92M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.34KNew |
$116K - $149K
|
1.34K
$139K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-469- 1.78% |
$40.7K - $52.5K
|
25.9K
$2.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14KNew |
$1.21M - $1.57M
|
14K
$1.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
396+ 7.81% |
$34.3K - $44.3K
|
5.46K
$569K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
733+ 8.57% |
$63.6K - $82K
|
9.29K
$967K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.83K+ 73.48% |
$332K - $429K
|
9.05K
$942K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-306- 3.08% |
$26.5K - $34.2K
|
9.62K
$1M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
230New |
$19.9K - $25.7K
|
230
$24K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
26New |
$2.25K - $2.91K
|
26
$2.71K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
66+ 2.87% |
$5.72K - $7.38K
|
2.37K
$247K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
667+ 17.74% |
$57.8K - $74.6K
|
4.43K
$461K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.87K- 11.17% |
$162K - $209K
|
14.9K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.25K- 4.0% |
$282K - $364K
|
78.2K
$8.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.95KNew |
$169K - $218K
|
1.95K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
500+ 251.26% |
$43.4K - $55.9K
|
699
$72.8K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.82K+ 23.06% |
$158K - $204K
|
9.71K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 0.07% |
$694 - $895
|
11.4K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
2.08KNew |
$180K - $232K
|
2.08K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$520 - $671
|
6
$625
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.89K+ 4.5% |
$251K - $323K
|
67.1K
$6.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50- 0.87% |
$4.34K - $5.59K
|
5.7K
$594K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.57K+ 11.5% |
$223K - $288K
|
24.9K
$2.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-124K- 27.57% |
$10.8M - $13.9M
|
327K
$34M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
41+ 341.67% |
$3.56K - $4.59K
|
53
$5.52K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-705- 2.43% |
$61.1K - $78.8K
|
28.3K
$2.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
5.45K+ 55.04% |
$472K - $609K
|
15.3K
$1.6M
|
|