Purchases and Sales Made in Q4 2024 in Wd 40 CO (WDFC)
This table provides information about the institutional ownership of Wd 40 CO (WDFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
254+ 0.65% |
$61.5K - $73.7K
|
39.3K
$7.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
240+ 3.15% |
$58.1K - $69.6K
|
7.85K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
233+ 69.97% |
$56.4K - $67.6K
|
566
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
212+ 0.89% |
$51.3K - $61.5K
|
24K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
204New |
$49.4K - $59.2K
|
204
$39K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
190+ 21.79% |
$46K - $55.1K
|
1.06K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
187+ 9.65% |
$45.3K - $54.3K
|
2.12K
$406K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
163+ 525.81% |
$39.5K - $47.3K
|
194
$37.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
157+ 39.95% |
$38K - $45.5K
|
550
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
113New |
$27.4K - $32.8K
|
113
$21.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
106New |
$25.7K - $30.8K
|
106
$20.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
103+ 23.15% |
$24.9K - $29.9K
|
548
$105K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.54% |
$24.2K - $29K
|
6.6K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
100+ 0.38% |
$24.2K - $29K
|
26.6K
$5.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$24.2K - $29K
|
100
$19.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100New |
$24.2K - $29K
|
100
$19.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
98New |
$23.7K - $28.4K
|
98
$18.7K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
98+ 3.01% |
$23.7K - $28.4K
|
3.36K
$642K
|
|
|
Feb 11, 2025
Q4 2024
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
94+ 0.98% |
$22.8K - $27.3K
|
9.7K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
93+ 10.44% |
$22.5K - $27K
|
984
$188K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
86+ 2.83% |
$20.8K - $24.9K
|
3.12K
$597K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
77+ 2.51% |
$18.6K - $22.3K
|
3.14K
$601K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
75+ 23.08% |
$18.2K - $21.8K
|
400
$76.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
70+ 5.17% |
$16.9K - $20.3K
|
1.43K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
70+ 1.24% |
$16.9K - $20.3K
|
5.7K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
68+ 0.68% |
$16.5K - $19.7K
|
10.1K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
62+ 2.38% |
$15K - $18K
|
2.66K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
61+ 3.82% |
$14.8K - $17.7K
|
1.66K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57+ 0.86% |
$13.8K - $16.5K
|
6.7K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
56New |
$13.6K - $16.2K
|
56
$10.7K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
50+ 6.29% |
$12.1K - $14.5K
|
845
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
34+ 7.93% |
$8.23K - $9.86K
|
463
$88.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
31+ 3.15% |
$7.5K - $8.99K
|
1.02K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 0.26% |
$7.26K - $8.7K
|
11.5K
$2.19M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
28+ 58.33% |
$6.78K - $8.12K
|
76
$14.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26+ 6.22% |
$6.29K - $7.54K
|
444
$84.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26New |
$6.29K - $7.54K
|
26
$4.97K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
21+ 2.1% |
$5.08K - $6.09K
|
1.02K
$195K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 4.42% |
$5.08K - $6.09K
|
496
$94.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
18+ 3.98% |
$4.36K - $5.22K
|
470
$89.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
18+ 0.46% |
$4.36K - $5.22K
|
3.92K
$750K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
BUY
|
- |
18+ 1.0% |
$4.36K - $5.22K
|
1.82K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
17+ 38.64% |
$4.12K - $4.93K
|
61
$11.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
16+ 0.79% |
$3.87K - $4.64K
|
2.05K
$393K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
12New |
$2.9K - $3.48K
|
12
$2.29K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.4% |
$2.66K - $3.19K
|
2.8K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
11New |
$2.66K - $3.19K
|
11
$2.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11+ 0.81% |
$2.66K - $3.19K
|
1.36K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9New |
$2.18K - $2.61K
|
9
$1.72K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
9+ 0.51% |
$2.18K - $2.61K
|
1.77K
$338K
|