Purchases and Sales Made in Q4 2023 in Weyerhaeuser CO (WY)
This table provides information about the institutional ownership of Weyerhaeuser CO (WY) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
748New |
$21.4K - $26.3K
|
748
$22.5K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
707+ 9.48% |
$20.2K - $24.8K
|
8.17K
$246K
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.56% |
$20K - $24.6K
|
127K
$3.82M
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
645+ 0.31% |
$18.4K - $22.6K
|
207K
$6.23M
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
645+ 0.85% |
$18.4K - $22.6K
|
76.2K
$2.3M
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
641New |
$18.3K - $22.5K
|
641
$19.3K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
627+ 0.55% |
$17.9K - $22K
|
115K
$3.45M
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
625+ 6.76% |
$17.8K - $21.9K
|
9.87K
$297K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
570+ 11.82% |
$16.3K - $20K
|
5.39K
$163K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
544+ 5.94% |
$15.5K - $19.1K
|
9.7K
$292K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
495+ 16.27% |
$14.1K - $17.4K
|
3.54K
$107K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
492+ 3.44% |
$14K - $17.3K
|
14.8K
$446K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
474+ 4.06% |
$13.5K - $16.6K
|
12.1K
$366K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
474+ 4.06% |
$13.5K - $16.6K
|
12.1K
$366K
|
|
Feb 14, 2024
Q4 2023
|
Heitman Real Estate Securities LLC
Chicago, IL |
BUY
|
- |
460+ 0.44% |
$13.1K - $16.1K
|
106K
$3.19M
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
456+ 3.19% |
$13K - $16K
|
14.7K
$444K
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
456+ 3.19% |
$13K - $16K
|
14.7K
$444K
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
448+ 5.03% |
$12.8K - $15.7K
|
9.35K
$282K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
446New |
$12.7K - $15.7K
|
446
$13.4K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
445+ 6.42% |
$12.7K - $15.6K
|
7.38K
$222K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
427+ 92.62% |
$12.2K - $15K
|
888
$26.8K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
420+ 13.97% |
$12K - $14.7K
|
3.43K
$103K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
416New |
$11.9K - $14.6K
|
416
$12.5K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
410+ 74.14% |
$11.7K - $14.4K
|
963
$29K
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
400New |
$11.4K - $14K
|
400
$12.1K
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
351+ 3.19% |
$10K - $12.3K
|
11.3K
$342K
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
323+ 0.12% |
$9.22K - $11.3K
|
281K
$8.46M
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
318New |
$9.08K - $11.2K
|
318
$9.58K
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
306+ 0.21% |
$8.74K - $10.7K
|
144K
$4.33M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
300New |
$8.57K - $10.5K
|
300
$9.04K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
296New |
$8.45K - $10.4K
|
296
$8.92K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
295New |
$8.42K - $10.4K
|
295
$8.89K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
287New |
$8.19K - $10.1K
|
287
$8.65K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
281New |
$8.02K - $9.86K
|
281
$8.47K
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
277+ 3.58% |
$7.91K - $9.72K
|
8.02K
$242K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
275+ 1.48% |
$7.85K - $9.65K
|
18.9K
$569K
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
260+ 5.72% |
$7.42K - $9.13K
|
4.81K
$145K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
244+ 3.61% |
$6.97K - $8.56K
|
7.01K
$211K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
206+ 1.78% |
$5.88K - $7.23K
|
11.8K
$356K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
201+ 1.96% |
$5.74K - $7.06K
|
10.5K
$316K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
200New |
$5.71K - $7.02K
|
200
$6.03K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
193+ 1.14% |
$5.51K - $6.77K
|
17.2K
$518K
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
192+ 0.02% |
$5.48K - $6.74K
|
816K
$24.6M
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
189+ 109.25% |
$5.4K - $6.63K
|
362
$10.9K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
181New |
$5.17K - $6.35K
|
181
$5.46K
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
175+ 0.57% |
$5K - $6.14K
|
31K
$934K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
171New |
$4.88K - $6K
|
171
$5.15K
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
143+ 0.32% |
$4.08K - $5.02K
|
44.8K
$1.35M
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
137+ 1.36% |
$3.91K - $4.81K
|
10.2K
$307K
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
137+ 0.11% |
$3.91K - $4.81K
|
128K
$3.85M
|