Purchases and Sales Made in Q4 2023 in Wd 40 CO (WDFC)
This table provides information about the institutional ownership of Wd 40 CO (WDFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
720+ 8.54% |
$144K - $175K
|
9.16K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
691+ 13.15% |
$138K - $168K
|
5.95K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
580+ 14.75% |
$116K - $141K
|
4.51K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
571+ 30.67% |
$114K - $139K
|
2.43K
$585K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
561+ 36.91% |
$112K - $136K
|
2.08K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
552New |
$110K - $134K
|
552
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
547New |
$109K - $133K
|
547
$132K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
500+ 16.67% |
$99.7K - $122K
|
3.5K
$842K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
434New |
$86.6K - $106K
|
434
$104K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
406+ 122.29% |
$81K - $98.8K
|
738
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
393New |
$78.4K - $95.6K
|
393
$94.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
390+ 19.11% |
$77.8K - $94.9K
|
2.43K
$585K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
334+ 17.71% |
$66.6K - $81.2K
|
2.22K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
310New |
$61.8K - $75.4K
|
310
$74.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
300New |
$59.8K - $73K
|
300
$72.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
300+ 5.46% |
$59.8K - $73K
|
5.79K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
267+ 5.62% |
$53.3K - $64.9K
|
5.01K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
252+ 8.98% |
$50.3K - $61.3K
|
3.06K
$736K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
251New |
$50.1K - $61.1K
|
251
$60.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
233New |
$46.5K - $56.7K
|
233
$56K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
230New |
$45.9K - $55.9K
|
230
$55.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
193+ 1.68% |
$38.5K - $46.9K
|
11.7K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
171+ 8.7% |
$34.1K - $41.6K
|
2.14K
$514K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
168New |
$33.5K - $40.9K
|
168
$40.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
158New |
$31.5K - $38.4K
|
158
$38K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
146+ 2.18% |
$29.1K - $35.5K
|
6.84K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
139+ 12.15% |
$27.7K - $33.8K
|
1.28K
$309K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
130+ 33.77% |
$25.9K - $31.6K
|
515
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
129+ 5.95% |
$25.7K - $31.4K
|
2.3K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
115New |
$22.9K - $28K
|
115
$27.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
112+ 6.57% |
$22.3K - $27.2K
|
1.82K
$437K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
108+ 7.19% |
$21.5K - $26.3K
|
1.61K
$388K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$19.9K - $24.3K
|
100
$24.1K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
99+ 1.38% |
$19.7K - $24.1K
|
7.27K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70+ 1.91% |
$14K - $17K
|
3.74K
$900K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
69+ 0.19% |
$13.8K - $16.8K
|
35.9K
$8.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68+ 194.29% |
$13.6K - $16.5K
|
103
$24.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
68+ 4.13% |
$13.6K - $16.5K
|
1.72K
$413K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66New |
$13.2K - $16.1K
|
66
$15.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65+ 0.84% |
$13K - $15.8K
|
7.77K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
63+ 6300.0% |
$12.6K - $15.3K
|
64
$15.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
61+ 80.26% |
$12.2K - $14.8K
|
137
$33K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
57+ 4.22% |
$11.4K - $13.9K
|
1.41K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
52+ 15.57% |
$10.4K - $12.6K
|
386
$92.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
50New |
$9.97K - $12.2K
|
50
$12K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
42+ 0.37% |
$8.38K - $10.2K
|
11.3K
$2.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21New |
$4.19K - $5.11K
|
21
$5.05K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21+ 0.66% |
$4.19K - $5.11K
|
3.23K
$776K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 900.0% |
$3.59K - $4.38K
|
20
$4.81K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$2.99K - $3.65K
|
15
$3.61K
|