Institutional Ownership Weyerhaeuser CO (WY)
This table provides information about the institutional ownership of Weyerhaeuser CO (WY). We have compiled data on the 1,057 institutions that hold shares in the stock, with a total of 628 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
75
shares
|
$1,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
70
shares
|
$1,797
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
65
shares
|
$1,669
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
63
shares
|
$1,617
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
61
shares
|
$1,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
56
shares
|
$1,438
0.0% of portfolio
|
Q4 2024
Reduced 87.01%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
52
shares
|
$1,335
0.0% of portfolio
|
Q2 2025
Reduced 72.49%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
52
shares
|
$1,335
0.0% of portfolio
|
Q1 2023
Reduced 76.47%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
45
shares
|
$1,155
0.0% of portfolio
|
Q1 2023
Reduced 93.46%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$770
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
29
shares
|
$744
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
29
shares
|
$744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
27
shares
|
$693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
26
shares
|
$667
0.0% of portfolio
|
Q2 2025
Reduced 67.09%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
26
shares
|
$667
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
20
shares
|
$513
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
20
shares
|
$513
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
20
shares
|
$513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
19
shares
|
$487
0.0% of portfolio
|
Q1 2025
Added 850.0%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
18
shares
|
$462
0.0% of portfolio
|
Q4 2024
Reduced 90.72%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
18
shares
|
$462
0.0% of portfolio
|
Q2 2017
Reduced 58.13%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$462
0.0% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
17
shares
|
$436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
12
shares
|
$308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
9
shares
|
$231
0.0% of portfolio
|
Q1 2025
Reduced 86.15%
|