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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7+ 7.0% |
$1.59K - $1.76K
|
107
$23K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5New |
$1.13K - $1.25K
|
5
$1.08K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$1.13K - $1.25K
|
5
$1.08K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$680 - $753
|
4
$861
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3New |
$680 - $753
|
3
$646
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 5.36% |
$680 - $753
|
59
$12.7K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 4.35% |
$680 - $753
|
72
$15.5K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3+ 0.31% |
$680 - $753
|
986
$212K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 0.23% |
$453 - $502
|
878
$189K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 1.87% |
$453 - $502
|
109
$23.5K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$453 - $502
|
2
$431
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
2New |
$453 - $502
|
2
$431
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$453 - $502
|
2
$431
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2New |
$453 - $502
|
2
$431
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2New |
$453 - $502
|
2
$431
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 100.0% |
$227 - $251
|
2
$431
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 1.03% |
$453 - $502
|
192
$41.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4- 0.32% |
$907 - $1K
|
1.26K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 22.73% |
$1.13K - $1.25K
|
17
$3.66K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6- 85.71% |
$1.36K - $1.51K
|
1
$215
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-10- 2.53% |
$2.27K - $2.51K
|
385
$82.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11Closed |
$2.49K - $2.76K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-12- 0.22% |
$2.72K - $3.01K
|
5.55K
$1.19M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-20- 0.92% |
$4.53K - $5.02K
|
2.15K
$463K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-21- 2.06% |
$4.76K - $5.27K
|
1K
$215K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-29- 3.37% |
$6.57K - $7.28K
|
831
$179K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-29- 2.34% |
$6.57K - $7.28K
|
1.21K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-35- 1.4% |
$7.93K - $8.78K
|
2.46K
$529K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-36- 59.02% |
$8.16K - $9.03K
|
25
$5.38K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-40- 1.02% |
$9.07K - $10K
|
3.88K
$835K
|
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-42- 4.23% |
$9.52K - $10.5K
|
951
$205K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-47- 3.3% |
$10.7K - $11.8K
|
1.38K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-51- 0.81% |
$11.6K - $12.8K
|
6.27K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-59- 13.29% |
$13.4K - $14.8K
|
385
$82.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-60- 1.05% |
$13.6K - $15.1K
|
5.64K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-61- 5.46% |
$13.8K - $15.3K
|
1.06K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-81- 3.94% |
$18.4K - $20.3K
|
1.97K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-85- 3.07% |
$19.3K - $21.3K
|
2.69K
$578K
|
|
|
Apr 14, 2025
Q1 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-91- 0.94% |
$20.6K - $22.8K
|
9.61K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-99- 67.81% |
$22.4K - $24.8K
|
47
$10.1K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-102- 9.86% |
$23.1K - $25.6K
|
932
$201K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-109- 4.09% |
$24.7K - $27.4K
|
2.55K
$550K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-114- 2.87% |
$25.8K - $28.6K
|
3.86K
$830K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-116- 2.78% |
$26.3K - $29.1K
|
4.06K
$873K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-117- 3.64% |
$26.5K - $29.4K
|
3.1K
$667K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-120- 8.49% |
$27.2K - $30.1K
|
1.29K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-125- 0.75% |
$28.3K - $31.4K
|
16.6K
$3.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-126- 2.46% |
$28.6K - $31.6K
|
5K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-145- 0.45% |
$32.9K - $36.4K
|
32K
$6.9M
|