Purchases and Sales Made in Q1 2022 in Wd 40 CO (WDFC)
This table provides information about the institutional ownership of Wd 40 CO (WDFC) during Q1 2022. The information is specifically focused on institutions that hold shares of WD 40 CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
68+ 5.85% |
$12.5K - $17.3K
|
1.23K
$325K
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
67+ 1.26% |
$12.3K - $17.1K
|
5.38K
$1.42M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
65+ 3.23% |
$11.9K - $16.6K
|
2.08K
$549K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61+ 22.26% |
$11.2K - $15.5K
|
335
$88.6K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
53+ 2.36% |
$9.71K - $13.5K
|
2.3K
$608K
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
38+ 13.29% |
$6.96K - $9.68K
|
324
$85.7K
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
29+ 96.67% |
$5.31K - $7.39K
|
59
$15.6K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 65.12% |
$5.13K - $7.13K
|
71
$18.8K
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
28+ 35.0% |
$5.13K - $7.13K
|
108
$28.6K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
28New |
$5.13K - $7.13K
|
28
$7.4K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 3.59% |
$4.58K - $6.37K
|
722
$191K
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
24+ 0.44% |
$4.4K - $6.11K
|
5.49K
$1.45M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.54% |
$4.03K - $5.6K
|
4.07K
$1.08M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20New |
$3.66K - $5.1K
|
20
$5.29K
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 37.5% |
$3.3K - $4.59K
|
66
$17.5K
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
17+ 0.46% |
$3.11K - $4.33K
|
3.71K
$980K
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
16+ 4.47% |
$2.93K - $4.08K
|
374
$98.9K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8New |
$1.47K - $2.04K
|
8
$2.12K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7New |
$1.28K - $1.78K
|
7
$1.85K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
6+ 1.88% |
$1.1K - $1.53K
|
326
$86.2K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4New |
$733 - $1.02K
|
4
$1.06K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4New |
$733 - $1.02K
|
4
$1.06K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4+ 0.44% |
$733 - $1.02K
|
923
$244K
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 150.0% |
$550 - $764
|
5
$1.32K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$366 - $510
|
2
$529
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 2.7% |
$183 - $255
|
38
$10K
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.04% |
$183 - $255
|
2.78K
$735K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.31% |
$183 - $255
|
326
$86.2K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1- 0.27% |
$183 - $255
|
369
$97.6K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 2.38% |
$183 - $255
|
41
$10.8K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 18.18% |
$366 - $510
|
9
$2.38K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2- 4.17% |
$366 - $510
|
46
$12.2K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 25.0% |
$366 - $510
|
6
$1.59K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 27.27% |
$550 - $764
|
8
$2.12K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 27.27% |
$550 - $764
|
8
$2.12K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4- 0.11% |
$733 - $1.02K
|
3.59K
$950K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 10.42% |
$916 - $1.27K
|
43
$11.4K
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 2.96% |
$1.1K - $1.53K
|
197
$52.1K
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10- 0.76% |
$1.83K - $2.55K
|
1.31K
$346K
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-11Closed |
$2.02K - $2.8K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-12- 34.29% |
$2.2K - $3.06K
|
23
$6.08K
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-12Closed |
$2.2K - $3.06K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-13- 0.44% |
$2.38K - $3.31K
|
2.97K
$786K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15- 0.13% |
$2.75K - $3.82K
|
11.1K
$2.95M
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-23- 0.19% |
$4.21K - $5.86K
|
11.9K
$3.15M
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-23- 69.7% |
$4.21K - $5.86K
|
10
$2.64K
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-25- 16.67% |
$4.58K - $6.37K
|
125
$33.1K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-34- 4.35% |
$6.23K - $8.66K
|
748
$198K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-40Closed |
$7.33K - $10.2K
|
0
$0
|