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 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
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.22% |
$867 - $1.12K
|
4.46K
$464K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
710+ 6.0% |
$61.6K - $79.4K
|
12.5K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.61K+ 197.7% |
$746K - $963K
|
13K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$8.67K - $11.2K
|
100
$10.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
22+ 0.41% |
$1.91K - $2.46K
|
5.34K
$556K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
757+ 82.73% |
$65.6K - $84.7K
|
1.67K
$174K
|
|
|
Oct 21, 2025
Q3 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
4.68K+ 3.25% |
$406K - $523K
|
148K
$15.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.08KNew |
$180K - $232K
|
2.08K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-163- 1.52% |
$14.1K - $18.2K
|
10.5K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-149- 5.61% |
$12.9K - $16.7K
|
2.51K
$261K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-689- 16.15% |
$59.8K - $77.1K
|
3.58K
$373K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-370- 6.52% |
$32.1K - $41.4K
|
5.3K
$552K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
110+ 0.86% |
$9.54K - $12.3K
|
12.9K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-515- 72.03% |
$44.7K - $57.6K
|
200
$20.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-300- 0.1% |
$26K - $33.6K
|
302K
$31.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.66K+ 20.14% |
$144K - $185K
|
9.89K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
650New |
$56.4K - $72.7K
|
650
$67.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
35+ 1.01% |
$3.04K - $3.91K
|
3.49K
$364K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
854+ 16.44% |
$74.1K - $95.5K
|
6.05K
$630K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3+ 0.07% |
$260 - $336
|
4.31K
$449K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.27K+ 91.73% |
$370K - $478K
|
8.93K
$930K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
31New |
$2.69K - $3.47K
|
31
$3.23K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
76+ 1.4% |
$6.59K - $8.5K
|
5.49K
$572K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.6K+ 30.38% |
$225K - $290K
|
11.1K
$1.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
100New |
$8.67K - $11.2K
|
100
$10.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-60- 0.44% |
$5.2K - $6.71K
|
13.7K
$1.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18- 0.14% |
$1.56K - $2.01K
|
13.1K
$1.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-145- 0.36% |
$12.6K - $16.2K
|
40.6K
$4.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.6K- 17.21% |
$139K - $179K
|
7.69K
$801K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
830+ 1.92% |
$72K - $92.8K
|
44K
$4.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-13- 16.88% |
$1.13K - $1.45K
|
64
$6.67K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.92K+ 52.27% |
$340K - $438K
|
11.4K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-173- 0.63% |
$15K - $19.3K
|
27.4K
$2.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
52+ 1.92% |
$4.51K - $5.82K
|
2.76K
$288K
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-7.48K- 0.76% |
$649K - $837K
|
973K
$101M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
135+ 1.53% |
$11.7K - $15.1K
|
8.94K
$931K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$210K - $271K
|
2.42K
$252K
|
|