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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.4KClosed |
$336K - $444K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-800Closed |
$192K - $253K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-671Closed |
$161K - $213K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
6New |
$1.44K - $1.9K
|
6
$1.59K
|
|
Aug 12, 2021
Q2 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.81KClosed |
$674K - $891K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-10Closed |
$2.4K - $3.17K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-996Closed |
$239K - $316K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-691Closed |
$166K - $219K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.11KClosed |
$267K - $353K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14Closed |
$3.36K - $4.44K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-152Closed |
$36.4K - $48.2K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-665Closed |
$159K - $211K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-842Closed |
$202K - $267K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-3.4KClosed |
$815K - $1.08M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-931Closed |
$223K - $295K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.38KNew |
$1.05M - $1.39M
|
4.38K
$1.16M
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
30+ 0.73% |
$7.19K - $9.5K
|
4.15K
$1.1M
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-11Closed |
$2.64K - $3.48K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-28Closed |
$6.71K - $8.87K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-815Closed |
$195K - $258K
|
0
$0
|
|
Q1 2021 | |||||||
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-90- 48.65% |
$23.3K - $29.9K
|
95
$25.1K
|
|
Dec 01, 2022
Q1 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
382New |
$98.8K - $127K
|
382
$101K
|
|
Nov 23, 2022
Q1 2021
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
281+ 2.89% |
$72.7K - $93.4K
|
10K
$2.65M
|
|
May 17, 2021
Q1 2021
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-5.53KClosed |
$1.43M - $1.84M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-5.1KClosed |
$1.32M - $1.69M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-28Closed |
$7.24K - $9.3K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Equitable Trust CO
|
SELL
|
- |
-841Closed |
$218K - $279K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-100Closed |
$25.9K - $33.2K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-12.2KClosed |
$3.17M - $4.07M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-768Closed |
$199K - $255K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-10Closed |
$2.59K - $3.32K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-5.92KClosed |
$1.53M - $1.97M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-35.6KClosed |
$9.22M - $11.8M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3Closed |
$776 - $997
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-186Closed |
$48.1K - $61.8K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$2.59K - $3.32K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-700- 70.0% |
$181K - $233K
|
300
$79.3K
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-94Closed |
$24.3K - $31.2K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6Closed |
$1.55K - $1.99K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-466Closed |
$121K - $155K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Mcia Inc
|
SELL
|
- |
-2.38KClosed |
$616K - $791K
|
0
$0
|
|
Q4 2020 | |||||||
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 1.45% |
$9.37K - $13.5K
|
3.4K
$899K
|
|
Feb 16, 2021
Q4 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.33KClosed |
$249K - $359K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.5KClosed |
$469K - $675K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-906- 24.55% |
$170K - $245K
|
2.78K
$736K
|
|
Feb 10, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
2.04KNew |
$383K - $551K
|
2.04K
$540K
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-344Closed |
$64.5K - $92.9K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
6.53KNew |
$1.22M - $1.76M
|
6.53K
$1.73M
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-86Closed |
$16.1K - $23.2K
|
0
$0
|