Purchases and Sales Made in Q1 2023 in Wd 40 CO (WDFC)
This table provides information about the institutional ownership of Wd 40 CO (WDFC) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.71K+ 84.73% |
$275K - $318K
|
3.73K
$985K
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.69KNew |
$272K - $315K
|
1.69K
$447K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.38KNew |
$223K - $258K
|
1.38K
$366K
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.34KNew |
$216K - $249K
|
1.34K
$354K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.25KNew |
$202K - $233K
|
1.25K
$331K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.21KNew |
$195K - $226K
|
1.21K
$320K
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.18KNew |
$189K - $219K
|
1.18K
$311K
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.17K+ 2.14% |
$189K - $219K
|
56K
$14.8M
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.17KNew |
$188K - $218K
|
1.17K
$309K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.15K+ 7.57% |
$186K - $215K
|
16.4K
$4.34M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.11K+ 0.75% |
$178K - $206K
|
149K
$39.4M
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.06K+ 2.45% |
$170K - $197K
|
44.3K
$11.7M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
928+ 5.48% |
$150K - $173K
|
17.9K
$4.72M
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
799+ 39.71% |
$129K - $149K
|
2.81K
$743K
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
755New |
$122K - $141K
|
755
$200K
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
640+ 2.77% |
$103K - $119K
|
23.7K
$6.28M
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
638+ 8.03% |
$103K - $119K
|
8.58K
$2.27M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
592New |
$95.4K - $110K
|
592
$157K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
563New |
$90.7K - $105K
|
563
$149K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
560New |
$90.2K - $104K
|
560
$148K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
543+ 10.55% |
$87.5K - $101K
|
5.69K
$1.5M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
530+ 16.62% |
$85.4K - $98.7K
|
3.72K
$983K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
437+ 13.92% |
$70.4K - $81.4K
|
3.58K
$946K
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
427+ 29.92% |
$68.8K - $79.5K
|
1.85K
$490K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
397+ 21.37% |
$64K - $73.9K
|
2.26K
$596K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
374+ 17.76% |
$60.3K - $69.7K
|
2.48K
$656K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
373+ 1.11% |
$60.1K - $69.5K
|
33.9K
$8.95M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
341+ 5.18% |
$54.9K - $63.5K
|
6.93K
$1.83M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
300New |
$48.3K - $55.9K
|
300
$79.3K
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
296New |
$47.7K - $55.1K
|
296
$78.3K
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
291+ 14.74% |
$46.9K - $54.2K
|
2.27K
$599K
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
286+ 12.57% |
$46.1K - $53.3K
|
2.56K
$677K
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
228+ 16.65% |
$36.7K - $42.5K
|
1.6K
$422K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
220+ 7.2% |
$35.4K - $41K
|
3.28K
$866K
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
216+ 21600.0% |
$34.8K - $40.2K
|
217
$57.4K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
203+ 3.81% |
$32.7K - $37.8K
|
5.53K
$1.46M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200+ 6.83% |
$32.2K - $37.3K
|
3.13K
$827K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
182+ 3.28% |
$29.3K - $33.9K
|
5.74K
$1.52M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
157+ 22.43% |
$25.3K - $29.2K
|
857
$227K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
151+ 6.08% |
$24.3K - $28.1K
|
2.63K
$696K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 57.25% |
$24.2K - $27.9K
|
412
$109K
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
122+ 1.69% |
$19.7K - $22.7K
|
7.33K
$1.94M
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
116+ 0.99% |
$18.7K - $21.6K
|
11.8K
$3.13M
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
106+ 147.22% |
$17.1K - $19.7K
|
178
$47.1K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
96+ 4.8% |
$15.5K - $17.9K
|
2.09K
$554K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
95+ 6.71% |
$15.3K - $17.7K
|
1.51K
$400K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
89+ 2.31% |
$14.3K - $16.6K
|
3.93K
$1.04M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
80+ 3.17% |
$12.9K - $14.9K
|
2.6K
$688K
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
74+ 5.07% |
$11.9K - $13.8K
|
1.54K
$406K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
69+ 19.06% |
$11.1K - $12.9K
|
431
$114K
|