Purchases and Sales Made in Q2 2025 in Weyerhaeuser CO (WY)
This table provides information about the institutional ownership of Weyerhaeuser CO (WY) during Q2 2025. 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 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
37+ 11.56% |
$914 - $1.09K
|
357
$8.9K
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
36New |
$889 - $1.06K
|
36
$897
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
33New |
$815 - $973
|
33
$823
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
27+ 900.0% |
$667 - $796
|
30
$748
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
26+ 0.98% |
$642 - $766
|
2.67K
$66.5K
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
26+ 288.89% |
$642 - $766
|
35
$873
|
|
Aug 12, 2025
Q2 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
25+ 0.01% |
$617 - $737
|
181K
$4.51M
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
23+ 115.0% |
$568 - $678
|
43
$1.07K
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
21New |
$518 - $619
|
21
$524
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
20+ 0.7% |
$494 - $590
|
2.87K
$71.5K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 21.74% |
$494 - $590
|
112
$2.79K
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
18New |
$444 - $531
|
18
$449
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
17+ 0.12% |
$420 - $501
|
14.3K
$356K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15+ 0.19% |
$370 - $442
|
8.01K
$200K
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13+ 144.44% |
$321 - $383
|
22
$548
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
10+ 3.29% |
$247 - $295
|
314
$7.83K
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
10+ 2.26% |
$247 - $295
|
453
$11.3K
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9+ 0.06% |
$222 - $265
|
15.6K
$388K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
7+ 0.26% |
$173 - $206
|
2.72K
$67.8K
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.24% |
$123 - $147
|
2.11K
$52.6K
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.28% |
$74.1 - $88.4
|
1.09K
$27.1K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.7% |
$74.1 - $88.4
|
430
$10.7K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 1.14% |
$74.1 - $88.4
|
266
$6.63K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 4.92% |
$74.1 - $88.4
|
64
$1.6K
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 0.94% |
$49.4 - $59
|
215
$5.36K
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$49.4 - $59
|
8.05K
$201K
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1New |
$24.7 - $29.5
|
1
$24.9
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4- 7.14% |
$98.8 - $118
|
52
$1.3K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-5- 18.52% |
$123 - $147
|
22
$548
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-7- 8.43% |
$173 - $206
|
76
$1.89K
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-8- 0.04% |
$198 - $236
|
20.4K
$507K
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-9- 0.04% |
$222 - $265
|
23.4K
$582K
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-10- 10.42% |
$247 - $295
|
86
$2.14K
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-10- 0.1% |
$247 - $295
|
9.66K
$241K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 1.98% |
$247 - $295
|
495
$12.3K
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 2.22% |
$272 - $324
|
484
$12.1K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-13- 6.28% |
$321 - $383
|
194
$4.84K
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-14- 53.85% |
$346 - $413
|
12
$299
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.16% |
$370 - $442
|
9.16K
$228K
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-16- 0.38% |
$395 - $472
|
4.21K
$105K
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-17- 10.9% |
$420 - $501
|
139
$3.47K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 89.47% |
$420 - $501
|
2
$49.9
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-20- 0.13% |
$494 - $590
|
15.2K
$380K
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-22- 8.3% |
$543 - $649
|
243
$6.06K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-33- 7.4% |
$815 - $973
|
413
$10.3K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-33- 7.8% |
$815 - $973
|
390
$9.72K
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-33- 0.19% |
$815 - $973
|
17.8K
$443K
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-34- 14.47% |
$839 - $1K
|
201
$5.01K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-36- 0.7% |
$889 - $1.06K
|
5.1K
$127K
|