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 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
67+ 4.04% |
$10.8K - $12.5K
|
1.72K
$456K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
66+ 0.9% |
$10.6K - $12.3K
|
7.4K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59+ 0.76% |
$9.51K - $11K
|
7.78K
$2.06M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
55+ 2.34% |
$8.86K - $10.2K
|
2.41K
$637K
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
53+ 3.58% |
$8.54K - $9.87K
|
1.53K
$406K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
50New |
$8.06K - $9.31K
|
50
$13.2K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
50+ 2.5% |
$8.06K - $9.31K
|
2.05K
$543K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
50+ 0.92% |
$8.06K - $9.31K
|
5.49K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
43+ 13.52% |
$6.93K - $8.01K
|
361
$95.4K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
38New |
$6.12K - $7.08K
|
38
$10K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
34+ 0.46% |
$5.48K - $6.33K
|
7.45K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
31New |
$5K - $5.77K
|
31
$8.2K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
29+ 36.25% |
$4.67K - $5.4K
|
109
$28.8K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28+ 1.21% |
$4.51K - $5.22K
|
2.33K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27+ 1.45% |
$4.35K - $5.03K
|
1.89K
$499K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
25+ 0.35% |
$4.03K - $4.66K
|
7.1K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
25+ 0.22% |
$4.03K - $4.66K
|
11.3K
$2.98M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
23New |
$3.71K - $4.28K
|
23
$6.08K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 13.33% |
$3.54K - $4.1K
|
187
$49.4K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
22+ 1.36% |
$3.54K - $4.1K
|
1.64K
$433K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 153.85% |
$3.22K - $3.73K
|
33
$8.73K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
19+ 0.35% |
$3.06K - $3.54K
|
5.41K
$1.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$2.58K - $2.98K
|
16
$4.23K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13+ 0.04% |
$2.09K - $2.42K
|
35.5K
$9.39M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12+ 0.97% |
$1.93K - $2.24K
|
1.25K
$331K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$1.77K - $2.05K
|
11
$2.91K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10+ 0.45% |
$1.61K - $1.86K
|
2.25K
$596K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
10+ 6.1% |
$1.61K - $1.86K
|
174
$46K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 24.32% |
$1.45K - $1.68K
|
46
$12.2K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9+ 6.38% |
$1.45K - $1.68K
|
150
$39.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 116.67% |
$1.13K - $1.3K
|
13
$3.44K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
6+ 5.36% |
$967 - $1.12K
|
118
$31.2K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
6+ 5.36% |
$967 - $1.12K
|
118
$31.2K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 12.9% |
$645 - $745
|
35
$9.25K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3New |
$483 - $559
|
3
$793
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3New |
$483 - $559
|
3
$793
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3+ 0.71% |
$483 - $559
|
424
$112K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 8.33% |
$322 - $373
|
26
$6.87K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.66% |
$322 - $373
|
306
$80.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 2.9% |
$322 - $373
|
71
$18.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 100.0% |
$161 - $186
|
2
$529
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.76% |
$161 - $186
|
133
$35.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 16.67% |
$161 - $186
|
7
$1.85K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 3.85% |
$161 - $186
|
27
$7.14K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 50.0% |
$161 - $186
|
3
$793
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1New |
$161 - $186
|
1
$264
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.47% |
$161 - $186
|
212
$56.1K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3- 0.51% |
$483 - $559
|
586
$155K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3- 11.54% |
$483 - $559
|
23
$6.08K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3- 0.19% |
$483 - $559
|
1.58K
$418K
|