Purchases and Sales Made in Q1 2024 in Weyerhaeuser CO (WY)
This table provides information about the institutional ownership of Weyerhaeuser CO (WY) during Q1 2024. The information is specifically focused on institutions that hold shares of WEYERHAEUSER CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31New |
$1K - $1.11K
|
31
$934
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
30+ 7.81% |
$971 - $1.08K
|
414
$12.5K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
30+ 1.47% |
$971 - $1.08K
|
2.07K
$62.5K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30New |
$971 - $1.08K
|
30
$904
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29+ 0.22% |
$939 - $1.04K
|
13.5K
$406K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
26+ 0.26% |
$842 - $934
|
9.98K
$301K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
25+ 0.91% |
$809 - $898
|
2.78K
$83.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
25+ 0.59% |
$809 - $898
|
4.29K
$129K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25New |
$809 - $898
|
25
$754
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
23+ 0.25% |
$745 - $826
|
9.37K
$282K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22+ 0.13% |
$712 - $790
|
16.4K
$493K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
20+ 4.57% |
$647 - $719
|
458
$13.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
19+ 0.23% |
$615 - $683
|
8.21K
$248K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
17New |
$550 - $611
|
17
$512
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16+ 0.04% |
$518 - $575
|
40.1K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
14+ 0.19% |
$453 - $503
|
7.42K
$224K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
14+ 0.12% |
$453 - $503
|
12.1K
$364K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 4.8% |
$356 - $395
|
240
$7.23K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 2.98% |
$324 - $359
|
346
$10.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 6.71% |
$324 - $359
|
159
$4.79K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10+ 20.0% |
$324 - $359
|
60
$1.81K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.17% |
$291 - $323
|
5.4K
$163K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8+ 0.12% |
$259 - $287
|
6.85K
$206K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.29% |
$194 - $216
|
2.09K
$63K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
5New |
$162 - $180
|
5
$151
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.23% |
$129 - $144
|
1.77K
$53.3K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4+ 0.04% |
$129 - $144
|
9.34K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$97.1 - $108
|
9.65K
$291K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 1.01% |
$97.1 - $108
|
299
$9.01K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2+ 0.03% |
$64.7 - $71.9
|
6.16K
$186K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$64.7 - $71.9
|
26.5K
$800K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.79% |
$64.7 - $71.9
|
254
$7.66K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$64.7 - $71.9
|
2
$60.3
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.01% |
$32.4 - $35.9
|
8.32K
$251K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.19% |
$32.4 - $35.9
|
539
$16.2K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.72% |
$32.4 - $35.9
|
59
$1.78K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1+ 0.22% |
$32.4 - $35.9
|
452
$13.6K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 3.57% |
$32.4 - $35.9
|
27
$814
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-1- 0.01% |
$32.4 - $35.9
|
7.65K
$230K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-3- 0.03% |
$97.1 - $108
|
11.9K
$359K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-4- 0.06% |
$129 - $144
|
6.21K
$187K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-7- 0.03% |
$227 - $252
|
22.7K
$684K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10- 0.12% |
$324 - $359
|
8.33K
$251K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-10- 0.07% |
$324 - $359
|
14.7K
$444K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11- 0.15% |
$356 - $395
|
7.37K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-13- 0.48% |
$421 - $467
|
2.71K
$81.7K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-15- 0.14% |
$486 - $539
|
10.5K
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-18- 0.31% |
$583 - $647
|
5.74K
$173K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18- 0.26% |
$583 - $647
|
6.94K
$209K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-20- 0.17% |
$647 - $719
|
11.7K
$353K
|