Institutional Ownership Wd 40 CO (WDFC)
This table provides information about the institutional ownership of Wd 40 CO (WDFC). We have compiled data on the 394 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
19
shares
|
$5,395
0.0% of portfolio
|
Q3 2024
Added 58.33%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
16
shares
|
$4,543
0.0% of portfolio
|
Q3 2024
Reduced 94.5%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
16
shares
|
$4,543
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
14
shares
|
$3,975
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
14
shares
|
$3,975
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
13
shares
|
$3,691
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
12
shares
|
$3,407
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
11
shares
|
$3,123
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
10
shares
|
$2,839
0.0% of portfolio
|
Q1 2023
Reduced 81.82%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
10
shares
|
$2,839
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
10
shares
|
$2,839
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
10
shares
|
$2,839
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9
shares
|
$2,555
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
8
shares
|
$2,271
0.0% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8
shares
|
$2,271
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
7
shares
|
$1,987
0.0% of portfolio
|
Q3 2024
Added 600.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
7
shares
|
$1,987
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$1,419
0.0% of portfolio
|
Q2 2022
Reduced 85.71%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
5
shares
|
$1,419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
5
shares
|
$1,419
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
4
shares
|
$1,135
0.0% of portfolio
|
Q2 2020
Reduced 33.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
3
shares
|
$851
0.0% of portfolio
|
Q4 2022
Added 200.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
3
shares
|
$851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
2
shares
|
$567
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
2
shares
|
$567
0.0% of portfolio
|
Q2 2024
New holding
|