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 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
14New |
$2.79K - $3.41K
|
14
$3.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 240.0% |
$2.39K - $2.92K
|
17
$4.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12+ 0.17% |
$2.39K - $2.92K
|
7.26K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10New |
$1.99K - $2.43K
|
10
$2.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7New |
$1.4K - $1.7K
|
7
$1.68K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6+ 0.24% |
$1.2K - $1.46K
|
2.5K
$600K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6New |
$1.2K - $1.46K
|
6
$1.44K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5New |
$997 - $1.22K
|
5
$1.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 17.39% |
$798 - $973
|
27
$6.49K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3+ 6.82% |
$598 - $730
|
47
$11.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.81% |
$399 - $486
|
249
$59.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$399 - $486
|
2
$481
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.57% |
$199 - $243
|
176
$42.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.32% |
$199 - $243
|
309
$74.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 50.0% |
$199 - $243
|
3
$722
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1+ 0.08% |
$199 - $243
|
1.22K
$293K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4- 0.17% |
$798 - $973
|
2.37K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6- 0.14% |
$1.2K - $1.46K
|
4.41K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7- 0.19% |
$1.4K - $1.7K
|
3.77K
$908K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8- 0.79% |
$1.6K - $1.95K
|
1.01K
$243K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8- 7.41% |
$1.6K - $1.95K
|
100
$24.1K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9- 45.0% |
$1.8K - $2.19K
|
11
$2.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13- 0.53% |
$2.59K - $3.16K
|
2.44K
$586K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-15- 51.72% |
$2.99K - $3.65K
|
14
$3.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-22- 1.17% |
$4.39K - $5.35K
|
1.86K
$446K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-23- 0.69% |
$4.59K - $5.59K
|
3.32K
$799K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-24- 27.91% |
$4.79K - $5.84K
|
62
$14.9K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26- 55.32% |
$5.19K - $6.32K
|
21
$5.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-30- 0.55% |
$5.98K - $7.3K
|
5.4K
$1.3M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-30- 0.55% |
$5.98K - $7.3K
|
5.4K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-30- 5.43% |
$5.98K - $7.3K
|
522
$126K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32- 2.42% |
$6.38K - $7.78K
|
1.29K
$311K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-33- 2.88% |
$6.58K - $8.03K
|
1.11K
$267K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-34- 9.37% |
$6.78K - $8.27K
|
329
$79.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-42- 0.91% |
$8.38K - $10.2K
|
4.57K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-46- 0.56% |
$9.18K - $11.2K
|
8.14K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-49- 0.04% |
$9.78K - $11.9K
|
128K
$30.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-50- 3.63% |
$9.97K - $12.2K
|
1.33K
$319K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-50- 1.69% |
$9.97K - $12.2K
|
2.91K
$701K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-55- 6.31% |
$11K - $13.4K
|
817
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-62- 0.83% |
$12.4K - $15.1K
|
7.39K
$1.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-63- 1.67% |
$12.6K - $15.3K
|
3.72K
$894K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-69- 1.79% |
$13.8K - $16.8K
|
3.79K
$912K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-69- 1.38% |
$13.8K - $16.8K
|
4.93K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-74- 1.83% |
$14.8K - $18K
|
3.96K
$954K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-78- 7.03% |
$15.6K - $19K
|
1.03K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-84- 7.27% |
$16.8K - $20.4K
|
1.07K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-93- 1.89% |
$18.6K - $22.6K
|
4.84K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-100- 6.72% |
$19.9K - $24.3K
|
1.39K
$334K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.45% |
$19.9K - $24.3K
|
6.8K
$1.64M
|