Purchases and Sales Made in Q3 2023 in Wd 40 CO (WDFC)
This table provides information about the institutional ownership of Wd 40 CO (WDFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
56New |
$10.4K - $12.9K
|
56
$10.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
51New |
$9.44K - $11.8K
|
51
$9.75K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
49+ 1.29% |
$9.07K - $11.3K
|
3.86K
$738K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
43+ 5.82% |
$7.96K - $9.92K
|
782
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
43+ 2.02% |
$7.96K - $9.92K
|
2.17K
$415K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38New |
$7.03K - $8.77K
|
38
$7.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
33+ 9.38% |
$6.11K - $7.62K
|
385
$73.6K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 62.07% |
$3.33K - $4.15K
|
47
$8.99K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
18+ 0.16% |
$3.33K - $4.15K
|
11.3K
$2.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 1.75% |
$2.78K - $3.46K
|
872
$167K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13New |
$2.41K - $3K
|
13
$2.49K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 3.11% |
$1.85K - $2.31K
|
332
$63.5K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 81.82% |
$1.67K - $2.08K
|
20
$3.82K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9New |
$1.67K - $2.08K
|
9
$1.72K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8+ 0.58% |
$1.48K - $1.85K
|
1.38K
$264K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6+ 0.25% |
$1.11K - $1.38K
|
2.43K
$465K
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
3+ 0.28% |
$555 - $692
|
1.06K
$203K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$370 - $462
|
2
$382
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2New |
$370 - $462
|
2
$382
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.57% |
$185 - $231
|
175
$33.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 2.94% |
$185 - $231
|
35
$6.69K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 14.29% |
$185 - $231
|
8
$1.53K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.09% |
$185 - $231
|
1.14K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1New |
$185 - $231
|
1
$191
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.75% |
$185 - $231
|
134
$25.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.33% |
$185 - $231
|
308
$58.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 2.82% |
$370 - $462
|
69
$13.2K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 66.67% |
$370 - $462
|
1
$191
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 66.67% |
$370 - $462
|
1
$191
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.02% |
$555 - $692
|
19.2K
$3.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 0.13% |
$555 - $692
|
2.36K
$452K
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4- 3.57% |
$740 - $923
|
108
$20.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 7.69% |
$740 - $923
|
48
$9.18K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4- 0.07% |
$740 - $923
|
5.43K
$1.04M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4- 3.57% |
$740 - $923
|
108
$20.7K
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4- 0.07% |
$740 - $923
|
5.43K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 17.86% |
$925 - $1.15K
|
23
$4.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 31.25% |
$925 - $1.15K
|
11
$2.1K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-9- 0.13% |
$1.67K - $2.08K
|
7.17K
$1.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-16- 1.45% |
$2.96K - $3.69K
|
1.09K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 36.96% |
$3.15K - $3.92K
|
29
$5.55K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-20- 1.02% |
$3.7K - $4.62K
|
1.93K
$370K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23- 1.85% |
$4.26K - $5.31K
|
1.22K
$233K
|
|
|
Jul 31, 2025
Q3 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-23- 1.85% |
$4.26K - $5.31K
|
1.22K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24- 0.86% |
$4.44K - $5.54K
|
2.78K
$531K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-29- 26.61% |
$5.37K - $6.69K
|
80
$15.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-34- 0.64% |
$6.29K - $7.85K
|
5.26K
$1M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35- 0.9% |
$6.48K - $8.08K
|
3.86K
$738K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-36- 0.22% |
$6.66K - $8.31K
|
16.1K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-39- 0.23% |
$7.22K - $9K
|
17.2K
$3.3M
|