Latest Institutional Transactions on Wd 40 CO (WDFC)
This table provides information on the latest institutional transactions involving Wd 40 CO (WDFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 33.33% |
$172 - $203
|
2
$529
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-200Closed |
$32.2K - $37.3K
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-106- 59.55% |
$17.1K - $19.7K
|
72
$19K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
31New |
$5K - $5.77K
|
31
$8.2K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-45- 81.82% |
$7.25K - $8.38K
|
10
$2.64K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
300New |
$48.3K - $55.9K
|
300
$79.3K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.29KNew |
$852K - $985K
|
5.29K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.76KNew |
$284K - $329K
|
1.76K
$466K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1New |
$161 - $186
|
1
$264
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
23New |
$3.71K - $4.28K
|
23
$6.08K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 3.85% |
$161 - $186
|
27
$7.14K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 16.67% |
$161 - $186
|
7
$1.85K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$1.77K - $2.05K
|
11
$2.91K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$2.58K - $2.98K
|
16
$4.23K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.47% |
$161 - $186
|
212
$56.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
19.6KNew |
$3.16M - $3.65M
|
19.6K
$5.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
50New |
$8.06K - $9.31K
|
50
$13.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
228+ 16.65% |
$36.7K - $42.5K
|
1.6K
$422K
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-10- 0.55% |
$1.61K - $1.86K
|
1.81K
$479K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-39- 4.52% |
$5.79K - $7.27K
|
824
$218K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 27.91% |
$1.78K - $2.24K
|
55
$14.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
2.9KNew |
$430K - $541K
|
2.9K
$767K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
165KNew |
$24.5M - $30.7M
|
165K
$43.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
22New |
$3.26K - $4.1K
|
22
$5.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
40New |
$5.94K - $7.46K
|
40
$10.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.98K+ 288.11% |
$1.04M - $1.3M
|
9.4K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.71KNew |
$699K - $878K
|
4.71K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.4KNew |
$208K - $261K
|
1.4K
$370K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
100New |
$14.8K - $18.6K
|
100
$26.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 20.0% |
$594 - $746
|
24
$6.35K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 21.43% |
$445 - $559
|
11
$2.91K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-2- 33.33% |
$297 - $373
|
4
$1.06K
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
13+ 19.4% |
$1.93K - $2.42K
|
80
$21.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 200.0% |
$297 - $373
|
3
$793
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
70New |
$10.4K - $13K
|
70
$18.5K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.31KClosed |
$194K - $243K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
7+ 11.86% |
$1.15K - $1.46K
|
66
$17.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.5KClosed |
$247K - $313K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$329K - $418K
|
2K
$529K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.24KNew |
$205K - $260K
|
1.24K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.33KNew |
$219K - $277K
|
1.33K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-2.44KClosed |
$402K - $510K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-6- 15.79% |
$988 - $1.25K
|
32
$8.46K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
32New |
$5.27K - $6.68K
|
32
$8.46K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.21K- 89.26% |
$198K - $252K
|
145
$38.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.81KNew |
$298K - $377K
|
1.81K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-90.6K- 97.61% |
$14.9M - $18.9M
|
2.22K
$587K
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
147KNew |
$24.3M - $30.8M
|
147K
$39M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$988 - $1.25K
|
6
$1.59K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
124New |
$20.4K - $25.9K
|
124
$32.8K
|
|