Purchases and Sales Made in Q4 2022 in Wd 40 CO (WDFC)
This table provides information about the institutional ownership of Wd 40 CO (WDFC) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
38+ 4.72% |
$5.64K - $7.08K
|
843
$195K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
38+ 4.72% |
$5.64K - $7.08K
|
843
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31New |
$4.6K - $5.78K
|
31
$7.19K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
26+ 0.36% |
$3.86K - $4.85K
|
7.33K
$1.7M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
25+ 14.29% |
$3.71K - $4.66K
|
200
$46.4K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
22+ 0.23% |
$3.26K - $4.1K
|
9.46K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
22New |
$3.26K - $4.1K
|
22
$5.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
14+ 0.89% |
$2.08K - $2.61K
|
1.58K
$367K
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
13+ 19.4% |
$1.93K - $2.42K
|
80
$18.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 27.91% |
$1.78K - $2.24K
|
55
$12.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
12+ 0.73% |
$1.78K - $2.24K
|
1.66K
$384K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
11+ 0.24% |
$1.63K - $2.05K
|
4.52K
$1.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10New |
$1.48K - $1.86K
|
10
$2.32K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
9+ 2.8% |
$1.34K - $1.68K
|
331
$76.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
6+ 0.28% |
$890 - $1.12K
|
2.18K
$504K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$742 - $932
|
5
$1.16K
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4+ 3.7% |
$594 - $746
|
112
$26K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 20.0% |
$594 - $746
|
24
$5.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 8.82% |
$445 - $559
|
37
$8.58K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 15.0% |
$445 - $559
|
23
$5.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3+ 13.04% |
$445 - $559
|
26
$6.03K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 200.0% |
$297 - $373
|
3
$695
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$148 - $186
|
1
$232
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.48% |
$148 - $186
|
211
$48.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.33% |
$148 - $186
|
304
$70.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$148 - $186
|
3
$695
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1- 0.7% |
$148 - $186
|
141
$32.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$148 - $186
|
8
$1.85K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2- 2.15% |
$297 - $373
|
91
$21.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-2- 33.33% |
$297 - $373
|
4
$927
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 21.43% |
$445 - $559
|
11
$2.55K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-5- 45.45% |
$742 - $932
|
6
$1.39K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-11- 0.03% |
$1.63K - $2.05K
|
33.5K
$7.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 50.0% |
$1.93K - $2.42K
|
13
$3.01K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15- 5.42% |
$2.23K - $2.8K
|
262
$60.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24- 50.0% |
$3.56K - $4.47K
|
24
$5.56K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-25- 0.35% |
$3.71K - $4.66K
|
7.08K
$1.64M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-29- 82.86% |
$4.3K - $5.41K
|
6
$1.39K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-35- 2.5% |
$5.19K - $6.52K
|
1.37K
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-35- 0.52% |
$5.19K - $6.52K
|
6.68K
$1.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-38- 0.71% |
$5.64K - $7.08K
|
5.31K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-38- 0.18% |
$5.64K - $7.08K
|
20.6K
$4.77M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-39- 4.52% |
$5.79K - $7.27K
|
824
$191K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-43- 38.39% |
$6.38K - $8.01K
|
69
$16K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-49- 13.35% |
$7.27K - $9.13K
|
318
$73.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-50- 3.13% |
$7.42K - $9.32K
|
1.55K
$359K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-50- 3.57% |
$7.42K - $9.32K
|
1.35K
$313K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-62- 0.83% |
$9.2K - $11.6K
|
7.42K
$1.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-64- 0.83% |
$9.5K - $11.9K
|
7.63K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-68- 3.97% |
$10.1K - $12.7K
|
1.65K
$382K
|