Purchases and Sales Made in Q3 2024 in Wd 40 CO (WDFC)
This table provides information about the institutional ownership of Wd 40 CO (WDFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1KNew |
$213K - $272K
|
1K
$242K
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
988+ 0.47% |
$211K - $269K
|
212K
$51.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
962+ 2531.58% |
$205K - $262K
|
1K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
920New |
$196K - $250K
|
920
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
900New |
$192K - $245K
|
900
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
900New |
$192K - $245K
|
900
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
898New |
$192K - $244K
|
898
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
892New |
$190K - $242K
|
892
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
891New |
$190K - $242K
|
891
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
880New |
$188K - $239K
|
880
$213K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
879New |
$188K - $239K
|
879
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
872New |
$186K - $237K
|
872
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
872New |
$186K - $237K
|
872
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
835+ 7.28% |
$178K - $227K
|
12.3K
$2.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
830+ 3.94% |
$177K - $226K
|
21.9K
$5.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
800New |
$171K - $217K
|
800
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
800New |
$171K - $217K
|
800
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
795New |
$170K - $216K
|
795
$193K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
785+ 17.41% |
$168K - $213K
|
5.29K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
785+ 17.41% |
$168K - $213K
|
5.29K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
722+ 6.1% |
$154K - $196K
|
12.6K
$3.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
710+ 0.84% |
$152K - $193K
|
84.8K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
704+ 233.89% |
$150K - $191K
|
1.01K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
704New |
$150K - $191K
|
704
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
686+ 26.64% |
$146K - $186K
|
3.26K
$791K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
643+ 37.82% |
$137K - $175K
|
2.34K
$568K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
630+ 9.03% |
$134K - $171K
|
7.61K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
593+ 18.14% |
$127K - $161K
|
3.86K
$936K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
571+ 8.3% |
$122K - $155K
|
7.45K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
517+ 7.77% |
$110K - $141K
|
7.17K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
489+ 13.32% |
$104K - $133K
|
4.16K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
459+ 17.69% |
$98K - $125K
|
3.05K
$740K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
394+ 5.59% |
$84.1K - $107K
|
7.44K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
380+ 10.33% |
$81.1K - $103K
|
4.06K
$985K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
354+ 18.13% |
$75.6K - $96.2K
|
2.31K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
350New |
$74.7K - $95.1K
|
350
$84.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
331+ 15.67% |
$70.7K - $90K
|
2.44K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
325+ 6.92% |
$69.4K - $88.3K
|
5.02K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
302+ 0.38% |
$64.5K - $82.1K
|
80.3K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
300New |
$64K - $81.5K
|
300
$72.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
300New |
$64K - $81.5K
|
300
$72.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
300+ 9.79% |
$64K - $81.5K
|
3.37K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
241+ 4.3% |
$51.4K - $65.5K
|
5.85K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
240+ 12.77% |
$51.2K - $65.2K
|
2.12K
$514K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
233+ 24.27% |
$49.7K - $63.3K
|
1.19K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
211+ 92.95% |
$45K - $57.4K
|
438
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
208+ 77.9% |
$44.4K - $56.5K
|
475
$115K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
174+ 15.28% |
$37.1K - $47.3K
|
1.31K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
169+ 1.71% |
$36.1K - $45.9K
|
10K
$2.44M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
168New |
$35.9K - $45.7K
|
168
$40.7K
|