Institutional Ownership Weyerhaeuser CO (WY)
This table provides information about the institutional ownership of Weyerhaeuser CO (WY). We have compiled data on the 1,017 institutions that hold shares in the stock, with a total of 611 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
32
shares
|
$981
0.0% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$920
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
24
shares
|
$736
0.0% of portfolio
|
Q4 2019
Reduced 93.02%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
20
shares
|
$613
0.0% of portfolio
|
Q3 2024
Reduced 71.01%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
18
shares
|
$552
0.0% of portfolio
|
Q2 2017
Reduced 58.13%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
18
shares
|
$552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
18
shares
|
$552
0.0% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
17
shares
|
$521
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
13
shares
|
$398
0.0% of portfolio
|
Q3 2024
Added 62.5%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
11
shares
|
$337
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
10
shares
|
$306
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
9
shares
|
$276
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
8
shares
|
$245
0.0% of portfolio
|
Q1 2023
Reduced 75.0%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
5
shares
|
$153
0.0% of portfolio
|
Q2 2024
Reduced 87.5%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
5
shares
|
$153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
2
shares
|
$61
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$61
0.0% of portfolio
|
Q2 2024
Reduced 77.78%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
1
shares
|
$30
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
1
shares
|
$30
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|