Purchases and Sales Made in Q2 2024 in Weyerhaeuser CO (WY)
This table provides information about the institutional ownership of Weyerhaeuser CO (WY) during Q2 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
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
15New |
$419 - $533
|
15
$461
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
13New |
$363 - $462
|
13
$400
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
10+ 0.01% |
$280 - $356
|
182K
$5.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10+ 0.11% |
$280 - $356
|
8.77K
$270K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8+ 0.04% |
$224 - $284
|
20.2K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6+ 0.62% |
$168 - $213
|
976
$30K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.19% |
$112 - $142
|
2.09K
$64.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2+ 0.67% |
$55.9 - $71.1
|
301
$9.26K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$55.9 - $71.1
|
383
$11.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$55.9 - $71.1
|
9.65K
$297K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 6.67% |
$55.9 - $71.1
|
32
$984
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.79% |
$55.9 - $71.1
|
256
$7.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2+ 0.03% |
$55.9 - $71.1
|
7.13K
$219K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 1.67% |
$28 - $35.6
|
61
$1.88K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$28 - $35.6
|
11.8K
$364K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 2.56% |
$28 - $35.6
|
40
$1.23K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.43% |
$28 - $35.6
|
71
$2.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-5- 0.01% |
$140 - $178
|
44.5K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-5- 1.09% |
$140 - $178
|
453
$13.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 2.28% |
$168 - $213
|
257
$7.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-7- 0.07% |
$196 - $249
|
10.5K
$323K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 77.78% |
$196 - $249
|
2
$61.5
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-8- 0.05% |
$224 - $284
|
16K
$492K
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-8- 0.03% |
$224 - $284
|
23.7K
$730K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8- 0.22% |
$224 - $284
|
3.71K
$114K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-9- 29.03% |
$252 - $320
|
22
$677
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-13- 0.15% |
$363 - $462
|
8.79K
$270K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-15- 65.22% |
$419 - $533
|
8
$246
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18- 0.24% |
$503 - $640
|
7.49K
$230K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-18- 66.67% |
$503 - $640
|
9
$277
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 1.07% |
$531 - $676
|
1.75K
$53.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-22- 6.06% |
$615 - $782
|
341
$10.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-28- 15.47% |
$783 - $996
|
153
$4.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-28- 0.75% |
$783 - $996
|
3.73K
$115K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-30- 11.32% |
$839 - $1.07K
|
235
$7.23K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-30- 0.18% |
$839 - $1.07K
|
17K
$524K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-30- 23.08% |
$839 - $1.07K
|
100
$3.08K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-31- 0.21% |
$867 - $1.1K
|
14.7K
$453K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-31- 0.14% |
$867 - $1.1K
|
22.7K
$697K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-33- 0.13% |
$923 - $1.17K
|
24.5K
$752K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-33- 0.08% |
$923 - $1.17K
|
40.6K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-34- 0.89% |
$951 - $1.21K
|
3.81K
$117K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-35- 87.5% |
$979 - $1.24K
|
5
$154
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-46- 16.91% |
$1.29K - $1.64K
|
226
$6.95K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-52- 88.14% |
$1.45K - $1.85K
|
7
$215
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-54- 15.43% |
$1.51K - $1.92K
|
296
$9.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-55- 0.57% |
$1.54K - $1.96K
|
9.59K
$295K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-55- 1.28% |
$1.54K - $1.96K
|
4.24K
$130K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-56- 0.88% |
$1.57K - $1.99K
|
6.34K
$195K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-61- 29.05% |
$1.71K - $2.17K
|
149
$4.58K
|