Purchases and Sales Made in Q1 2024 in Wd 40 CO (WDFC)
This table provides information about the institutional ownership of Wd 40 CO (WDFC) during Q1 2024. 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, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
209+ 8.59% |
$48.6K - $57.6K
|
2.64K
$636K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
181+ 175.73% |
$42.1K - $49.9K
|
284
$68.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
171+ 2.75% |
$39.8K - $47.2K
|
6.39K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
168New |
$39.1K - $46.3K
|
168
$40.4K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
157+ 1.34% |
$36.5K - $43.3K
|
11.9K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
147+ 6.03% |
$34.2K - $40.5K
|
2.58K
$622K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
144+ 19.51% |
$33.5K - $39.7K
|
882
$212K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
137New |
$31.8K - $37.8K
|
137
$33K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
131New |
$30.5K - $36.1K
|
131
$31.5K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
126+ 10.29% |
$29.3K - $34.8K
|
1.35K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
115+ 7.51% |
$26.7K - $31.7K
|
1.65K
$396K
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
100+ 0.37% |
$23.2K - $27.6K
|
26.8K
$6.45M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
95+ 3.26% |
$22.1K - $26.2K
|
3.01K
$724K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
79+ 57.66% |
$18.4K - $21.8K
|
216
$52K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
76+ 118.75% |
$17.7K - $21K
|
140
$33.7K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
75+ 7.68% |
$17.4K - $20.7K
|
1.05K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
72+ 2.57% |
$16.7K - $19.9K
|
2.87K
$691K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
60+ 5.82% |
$13.9K - $16.5K
|
1.09K
$262K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
58New |
$13.5K - $16K
|
58
$14K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
54New |
$12.6K - $14.9K
|
54
$13K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
50+ 0.69% |
$11.6K - $13.8K
|
7.32K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
47+ 335.71% |
$10.9K - $13K
|
61
$14.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
45+ 0.76% |
$10.5K - $12.4K
|
5.99K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
40New |
$9.3K - $11K
|
40
$9.62K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
40+ 0.35% |
$9.3K - $11K
|
11.4K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
40+ 2.2% |
$9.3K - $11K
|
1.86K
$447K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
39+ 4.1% |
$9.07K - $10.8K
|
991
$238K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
39+ 62.9% |
$9.07K - $10.8K
|
101
$24.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
30+ 17.86% |
$6.97K - $8.27K
|
198
$47.6K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
30+ 5.83% |
$6.97K - $8.27K
|
545
$131K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 10.44% |
$6.04K - $7.17K
|
275
$66.2K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
25+ 1.95% |
$5.81K - $6.9K
|
1.31K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25+ 10.87% |
$5.81K - $6.9K
|
255
$61.3K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22+ 200.0% |
$5.11K - $6.07K
|
33
$7.94K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21New |
$4.88K - $5.79K
|
21
$5.05K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
20New |
$4.65K - $5.52K
|
20
$4.81K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 135.71% |
$4.42K - $5.24K
|
33
$7.94K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17+ 5.67% |
$3.95K - $4.69K
|
317
$76.3K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$3.72K - $4.41K
|
16
$3.85K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
15New |
$3.49K - $4.14K
|
15
$3.61K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
15New |
$3.49K - $4.14K
|
15
$3.61K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15+ 1.16% |
$3.49K - $4.14K
|
1.31K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 240.0% |
$2.79K - $3.31K
|
17
$4.09K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
12New |
$2.79K - $3.31K
|
12
$2.89K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 29.03% |
$2.09K - $2.48K
|
40
$9.62K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
9+ 2.67% |
$2.09K - $2.48K
|
346
$83.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6New |
$1.39K - $1.65K
|
6
$1.44K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6+ 0.19% |
$1.39K - $1.65K
|
3.23K
$777K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
6New |
$1.39K - $1.65K
|
6
$1.44K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
4+ 0.14% |
$930 - $1.1K
|
2.93K
$705K
|