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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
18+ 0.1% |
$514 - $632
|
17.7K
$547K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
17+ 0.09% |
$485 - $597
|
18.6K
$574K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
16New |
$457 - $562
|
16
$494
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
14+ 0.51% |
$400 - $491
|
2.75K
$84.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
13+ 0.18% |
$371 - $456
|
7.19K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10New |
$286 - $351
|
10
$309
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
10New |
$286 - $351
|
10
$309
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 90.91% |
$286 - $351
|
21
$648
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7+ 0.04% |
$200 - $246
|
16.3K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
6+ 0.06% |
$171 - $211
|
10.5K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6+ 0.56% |
$171 - $211
|
1.09K
$33.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.18% |
$114 - $140
|
2.21K
$68.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.04% |
$85.7 - $105
|
7.7K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3+ 0.0% |
$85.7 - $105
|
65.5K
$2.02M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3+ 0.62% |
$85.7 - $105
|
490
$15.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.14% |
$85.7 - $105
|
2.08K
$64.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$57.1 - $70.2
|
26.5K
$819K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1New |
$28.6 - $35.1
|
1
$30.9
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$28.6 - $35.1
|
3.49K
$108K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$28.6 - $35.1
|
5.97K
$184K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.37% |
$28.6 - $35.1
|
272
$8.39K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.45% |
$28.6 - $35.1
|
70
$2.16K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-7- 0.43% |
$200 - $246
|
1.64K
$50.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$200 - $246
|
13.1K
$404K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-11- 1.03% |
$314 - $386
|
1.06K
$32.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-14- 0.5% |
$400 - $491
|
2.79K
$86K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-16- 0.2% |
$457 - $562
|
7.93K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16- 0.23% |
$457 - $562
|
6.96K
$215K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-17- 0.01% |
$485 - $597
|
124K
$3.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-18- 0.18% |
$514 - $632
|
9.95K
$307K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-18- 0.15% |
$514 - $632
|
12.1K
$373K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-18- 0.07% |
$514 - $632
|
24.4K
$753K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-19- 1.91% |
$542 - $667
|
975
$30.1K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-23- 0.5% |
$657 - $807
|
4.57K
$141K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-27- 34.18% |
$771 - $948
|
52
$1.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-30- 4.39% |
$857 - $1.05K
|
654
$20.2K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-30- 1.79% |
$857 - $1.05K
|
1.64K
$50.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-37- 22.84% |
$1.06K - $1.3K
|
125
$3.86K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-40- 0.33% |
$1.14K - $1.4K
|
11.9K
$368K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-50- 2.64% |
$1.43K - $1.76K
|
1.84K
$56.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53- 0.09% |
$1.51K - $1.86K
|
57.5K
$1.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-58- 0.21% |
$1.66K - $2.04K
|
27.5K
$849K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-61- 0.21% |
$1.74K - $2.14K
|
28.7K
$885K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-64- 19.63% |
$1.83K - $2.25K
|
262
$8.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-65- 0.48% |
$1.86K - $2.28K
|
13.5K
$415K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-65- 0.74% |
$1.86K - $2.28K
|
8.73K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-68- 13.1% |
$1.94K - $2.39K
|
451
$13.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-69- 0.03% |
$1.97K - $2.42K
|
242K
$7.46M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-70- 0.06% |
$2K - $2.46K
|
118K
$3.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-70- 0.06% |
$2K - $2.46K
|
118K
$3.63M
|