Purchases and Sales Made in Q2 2025 in Wd 40 CO (WDFC)
This table provides information about the institutional ownership of Wd 40 CO (WDFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
137+ 1.19% |
$29.8K - $34.1K
|
11.6K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
133New |
$28.9K - $33.1K
|
133
$29.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
103+ 10.3% |
$22.4K - $25.6K
|
1.1K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 3.57% |
$21.7K - $24.9K
|
2.9K
$639K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
78+ 3.24% |
$17K - $19.4K
|
2.49K
$548K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
74+ 2.85% |
$16.1K - $18.4K
|
2.67K
$589K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
49New |
$10.7K - $12.2K
|
49
$10.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
48+ 14.5% |
$10.4K - $11.9K
|
379
$83.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47+ 1.09% |
$10.2K - $11.7K
|
4.35K
$958K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
46+ 2.01% |
$10K - $11.5K
|
2.34K
$515K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$8.92K - $10.2K
|
41
$9.03K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
40New |
$8.7K - $9.96K
|
40
$8.81K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37+ 6.54% |
$8.05K - $9.21K
|
603
$133K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
37+ 0.74% |
$8.05K - $9.21K
|
5.03K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 37.21% |
$6.96K - $7.97K
|
118
$26K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
22+ 20.56% |
$4.78K - $5.48K
|
129
$28.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
19+ 135.71% |
$4.13K - $4.73K
|
33
$7.27K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 46.34% |
$4.13K - $4.73K
|
60
$13.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 9.38% |
$3.91K - $4.48K
|
210
$46.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
17+ 340.0% |
$3.7K - $4.23K
|
22
$4.85K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 94.12% |
$3.48K - $3.98K
|
33
$7.27K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 16.47% |
$3.04K - $3.49K
|
99
$21.8K
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
14+ 0.06% |
$3.04K - $3.49K
|
24.6K
$5.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14+ 0.18% |
$3.04K - $3.49K
|
7.68K
$1.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12+ 48.0% |
$2.61K - $2.99K
|
37
$8.15K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
12+ 5.63% |
$2.61K - $2.99K
|
225
$49.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7New |
$1.52K - $1.74K
|
7
$1.54K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
7+ 0.9% |
$1.52K - $1.74K
|
784
$173K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7+ 140.0% |
$1.52K - $1.74K
|
12
$2.64K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7+ 0.52% |
$1.52K - $1.74K
|
1.37K
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 1.04% |
$870 - $996
|
389
$85.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 6.78% |
$870 - $996
|
63
$13.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 2.68% |
$870 - $996
|
153
$33.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$870 - $996
|
2.69K
$593K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 1.92% |
$652 - $747
|
159
$35K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3+ 4.92% |
$652 - $747
|
64
$14.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2+ 0.2% |
$435 - $498
|
988
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$435 - $498
|
2
$441
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$435 - $498
|
2
$441
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 3.03% |
$435 - $498
|
68
$15K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 8.33% |
$435 - $498
|
26
$5.73K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1New |
$217 - $249
|
1
$220
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1New |
$217 - $249
|
1
$220
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 0.01% |
$217 - $249
|
9.01K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.08% |
$217 - $249
|
1.26K
$278K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$217 - $249
|
1
$220
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.1% |
$217 - $249
|
1K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1- 0.38% |
$217 - $249
|
263
$58K
|