Purchases and Sales Made in Q1 2025 in Wd 40 CO (WDFC)
This table provides information about the institutional ownership of Wd 40 CO (WDFC) during Q1 2025. 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 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
256+ 656.41% |
$58K - $64.2K
|
295
$63.5K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
163+ 2.17% |
$36.9K - $40.9K
|
7.67K
$1.65M
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
154+ 7.94% |
$34.9K - $38.6K
|
2.09K
$451K
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
152+ 21.97% |
$34.5K - $38.1K
|
844
$182K
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
148+ 4.71% |
$33.5K - $37.1K
|
3.29K
$708K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
132+ 4.79% |
$29.9K - $33.1K
|
2.89K
$622K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
132+ 13.0% |
$29.9K - $33.1K
|
1.15K
$247K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
126+ 420.0% |
$28.6K - $31.6K
|
156
$33.6K
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
125+ 123.76% |
$28.3K - $31.4K
|
226
$48.7K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
112+ 2.69% |
$25.4K - $28.1K
|
4.28K
$921K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
111+ 0.36% |
$25.2K - $27.9K
|
31.1K
$6.69M
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
103+ 22.25% |
$23.3K - $25.8K
|
566
$122K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
101+ 49.27% |
$22.9K - $25.3K
|
306
$65.9K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
100+ 8.33% |
$22.7K - $25.1K
|
1.3K
$280K
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
100+ 11.11% |
$22.7K - $25.1K
|
1K
$215K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
99+ 210.64% |
$22.4K - $24.8K
|
146
$31.4K
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
98+ 0.23% |
$22.2K - $24.6K
|
42.7K
$9.18M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
98+ 6.62% |
$22.2K - $24.6K
|
1.58K
$340K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
76+ 17.04% |
$17.2K - $19.1K
|
522
$112K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
73+ 96.05% |
$16.5K - $18.3K
|
149
$32.1K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
71+ 82.56% |
$16.1K - $17.8K
|
157
$33.8K
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
70+ 2.43% |
$15.9K - $17.6K
|
2.95K
$635K
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
67New |
$15.2K - $16.8K
|
67
$14.4K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
60+ 3.87% |
$13.6K - $15.1K
|
1.61K
$347K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
56+ 3.93% |
$12.7K - $14.1K
|
1.48K
$319K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
53New |
$12K - $13.3K
|
53
$11.4K
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
53+ 5.39% |
$12K - $13.3K
|
1.04K
$223K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
50+ 5.92% |
$11.3K - $12.5K
|
895
$193K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
50New |
$11.3K - $12.5K
|
50
$10.8K
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
49+ 8.94% |
$11.1K - $12.3K
|
597
$129K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48+ 4.8% |
$10.9K - $12K
|
1.05K
$226K
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
34+ 2.88% |
$7.71K - $8.53K
|
1.22K
$262K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
33+ 100.0% |
$7.48K - $8.28K
|
66
$14.2K
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
30New |
$6.8K - $7.53K
|
30
$6.46K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
29+ 90.63% |
$6.57K - $7.28K
|
61
$13.1K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
29+ 6.17% |
$6.57K - $7.28K
|
499
$107K
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24New |
$5.44K - $6.02K
|
24
$5.17K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 64.52% |
$4.53K - $5.02K
|
51
$11K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 57.69% |
$3.4K - $3.76K
|
41
$8.83K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15+ 7.58% |
$3.4K - $3.76K
|
213
$45.9K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14+ 1.15% |
$3.17K - $3.51K
|
1.23K
$264K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 4.42% |
$3.17K - $3.51K
|
331
$71.3K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
14+ 140.0% |
$3.17K - $3.51K
|
24
$5.17K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 26.19% |
$2.49K - $2.76K
|
53
$11.4K
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
10+ 0.25% |
$2.27K - $2.51K
|
4.08K
$878K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10New |
$2.27K - $2.51K
|
10
$2.15K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 90.91% |
$2.27K - $2.51K
|
21
$4.52K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 33.33% |
$2.04K - $2.26K
|
36
$7.75K
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
7+ 8.14% |
$1.59K - $1.76K
|
93
$20K
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7+ 0.4% |
$1.59K - $1.76K
|
1.77K
$382K
|