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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2KNew |
$78.4K - $97K
|
2K
$136K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-166- 0.38% |
$6.51K - $8.05K
|
43.7K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
6.4KNew |
$251K - $310K
|
6.4K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100+ 100.0% |
$3.92K - $4.85K
|
200
$13.6K
|
|
|
May 10, 2024
Q1 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
102KNew |
$4.01M - $4.96M
|
102K
$6.96M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.09K- 0.47% |
$356K - $441K
|
1.94M
$132M
|
|
|
May 10, 2024
Q1 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
69.1KNew |
$2.71M - $3.35M
|
69.1K
$4.7M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
250+ 6.09% |
$9.8K - $12.1K
|
4.35K
$296K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.79KNew |
$227K - $281K
|
5.79K
$394K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.3KNew |
$640K - $793K
|
16.3K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$3.92K - $4.85K
|
100
$6.81K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
10.6KNew |
$415K - $514K
|
10.6K
$721K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-34.2K- 70.65% |
$1.34M - $1.66M
|
14.2K
$966K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
20.2KNew |
$791K - $979K
|
20.2K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.56K- 16.02% |
$139K - $173K
|
18.7K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.34M+ 31.0% |
$52.6M - $65.1M
|
5.67M
$386M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 4.76% |
$196 - $243
|
100
$6.81K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-20- 13.33% |
$784 - $970
|
130
$8.85K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22New |
$862 - $1.07K
|
22
$1.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-4.4K- 39.29% |
$172K - $213K
|
6.8K
$463K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.22K- 22.59% |
$86.9K - $108K
|
7.6K
$517K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
131KNew |
$5.15M - $6.38M
|
131K
$8.94M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
60New |
$2.35K - $2.91K
|
60
$4.08K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-22- 4.21% |
$862 - $1.07K
|
500
$34K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
200New |
$7.76K - $10.1K
|
200
$13.6K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4.62KNew |
$179K - $233K
|
4.62K
$315K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
109New |
$4.23K - $5.5K
|
109
$7.42K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
350New |
$13.6K - $17.7K
|
350
$23.8K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-250- 4.75% |
$9.71K - $12.6K
|
5.01K
$341K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
151New |
$5.86K - $7.62K
|
151
$10.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.1KNew |
$159K - $207K
|
4.1K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
28.1KNew |
$1.09M - $1.42M
|
28.1K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
950+ 2.28% |
$36.9K - $47.9K
|
42.6K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-29.7K- 61.78% |
$1.15M - $1.5M
|
18.4K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.27KNew |
$321K - $417K
|
8.27K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
24.8KNew |
$963K - $1.25M
|
24.8K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
343+ 3.56% |
$13.3K - $17.3K
|
9.98K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
14KNew |
$542K - $705K
|
14K
$951K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.07K- 21.51% |
$197K - $256K
|
18.5K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
375KNew |
$14.6M - $18.9M
|
375K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.3KNew |
$89.3K - $116K
|
2.3K
$157K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-106- 21.81% |
$4.11K - $5.35K
|
380
$25.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
303+ 5.0% |
$11.8K - $15.3K
|
6.36K
$433K
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
30.5KNew |
$1.19M - $1.54M
|
30.5K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-138K- 16.83% |
$5.36M - $6.96M
|
682K
$46.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-996- 2.91% |
$38.7K - $50.2K
|
33.2K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
344New |
$13.4K - $17.4K
|
344
$23.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
66+ 0.3% |
$2.56K - $3.33K
|
21.9K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
3.2KNew |
$124K - $161K
|
3.2K
$218K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
330KNew |
$12.8M - $16.6M
|
330K
$22.4M
|
|