Purchases and Sales Made in Q2 2023 in Weyerhaeuser CO (WY)
This table provides information about the institutional ownership of Weyerhaeuser CO (WY) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
23+ 0.19% |
$650 - $771
|
12K
$361K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
20+ 0.11% |
$565 - $670
|
17.7K
$534K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19New |
$537 - $637
|
19
$573
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
19+ 4.81% |
$537 - $637
|
414
$12.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18+ 180.0% |
$509 - $603
|
28
$844
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17New |
$480 - $570
|
17
$512
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
16+ 0.59% |
$452 - $536
|
2.73K
$82.1K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 11.28% |
$424 - $503
|
148
$4.46K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 3.44% |
$311 - $369
|
331
$9.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 1.63% |
$311 - $369
|
684
$20.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$283 - $335
|
10
$301
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10+ 0.07% |
$283 - $335
|
13.5K
$407K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.83% |
$254 - $302
|
1.1K
$33.1K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.83% |
$254 - $302
|
1.1K
$33.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
7+ 0.02% |
$198 - $235
|
33.8K
$1.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 1.87% |
$170 - $201
|
327
$9.86K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6+ 0.04% |
$170 - $201
|
16.3K
$492K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.3% |
$170 - $201
|
2.02K
$60.7K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5+ 0.02% |
$141 - $168
|
30.2K
$909K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
5+ 0.08% |
$141 - $168
|
6.17K
$186K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
5+ 0.34% |
$141 - $168
|
1.48K
$44.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 0.05% |
$113 - $134
|
7.9K
$238K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.17% |
$113 - $134
|
2.3K
$69.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.19% |
$113 - $134
|
2.08K
$62.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3+ 0.04% |
$84.8 - $101
|
7.41K
$223K
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$56.5 - $67
|
12.5K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.85% |
$28.3 - $33.5
|
118
$3.56K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$28.3 - $33.5
|
10.1K
$305K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.47% |
$28.3 - $33.5
|
69
$2.08K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1- 0.01% |
$28.3 - $33.5
|
8.06K
$243K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6- 0.01% |
$170 - $201
|
52.9K
$1.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-8- 0.05% |
$226 - $268
|
17.6K
$530K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12- 0.21% |
$339 - $402
|
5.71K
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16- 0.07% |
$452 - $536
|
22.1K
$665K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-17- 48.57% |
$480 - $570
|
18
$543
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-20- 0.69% |
$565 - $670
|
2.89K
$87K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-21- 23.08% |
$593 - $704
|
70
$2.11K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-23- 0.16% |
$650 - $771
|
14.8K
$445K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 3.53% |
$706 - $838
|
684
$20.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-25- 13.81% |
$706 - $838
|
156
$4.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-26- 0.13% |
$735 - $871
|
20.5K
$617K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-28- 1.63% |
$791 - $938
|
1.69K
$51.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-29- 0.11% |
$819 - $972
|
25.8K
$778K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31- 0.87% |
$876 - $1.04K
|
3.54K
$107K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-32- 2.44% |
$904 - $1.07K
|
1.28K
$38.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-32- 0.26% |
$904 - $1.07K
|
12.5K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-34- 0.32% |
$961 - $1.14K
|
10.5K
$316K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-40- 54.79% |
$1.13K - $1.34K
|
33
$995
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-43- 0.42% |
$1.21K - $1.44K
|
10.3K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-43- 0.05% |
$1.21K - $1.44K
|
78.8K
$2.37M
|