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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
8New |
$1.94K - $2.32K
|
8
$1.53K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.6% |
$1.94K - $2.32K
|
1.34K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 7.5% |
$1.45K - $1.74K
|
86
$16.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
5+ 0.23% |
$1.21K - $1.45K
|
2.17K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
5+ 4.9% |
$1.21K - $1.45K
|
107
$20.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 19.23% |
$1.21K - $1.45K
|
31
$5.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 11.11% |
$726 - $870
|
30
$5.74K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3New |
$726 - $870
|
3
$574
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2+ 6.67% |
$484 - $580
|
32
$6.12K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 2.38% |
$484 - $580
|
86
$16.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 3.03% |
$484 - $580
|
68
$13K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$242 - $290
|
2.77K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 10.0% |
$242 - $290
|
11
$2.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
1+ 7.14% |
$242 - $290
|
15
$2.87K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 100.0% |
$242 - $290
|
2
$382
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$242 - $290
|
1
$191
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 10.0% |
$242 - $290
|
9
$1.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 2.33% |
$242 - $290
|
42
$8.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1- 0.01% |
$242 - $290
|
6.84K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$242 - $290
|
2
$382
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2- 2.27% |
$484 - $580
|
86
$16.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 7.14% |
$484 - $580
|
26
$4.97K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2- 4.44% |
$484 - $580
|
43
$8.22K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 8.33% |
$484 - $580
|
22
$4.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2- 0.07% |
$484 - $580
|
2.89K
$553K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3- 0.75% |
$726 - $870
|
395
$75.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-3- 60.0% |
$726 - $870
|
2
$382
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5- 0.28% |
$1.21K - $1.45K
|
1.78K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 50.0% |
$1.45K - $1.74K
|
6
$1.15K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-8- 0.2% |
$1.94K - $2.32K
|
3.97K
$759K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 2.76% |
$2.18K - $2.61K
|
317
$60.6K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
SELL
|
- |
-9- 0.86% |
$2.18K - $2.61K
|
1.03K
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9- 4.35% |
$2.18K - $2.61K
|
198
$37.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-9- 47.37% |
$2.18K - $2.61K
|
10
$1.91K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14- 0.13% |
$3.39K - $4.06K
|
10.8K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-21- 9.29% |
$5.08K - $6.09K
|
205
$39.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-24- 2.34% |
$5.81K - $6.96K
|
1K
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-25- 0.55% |
$6.05K - $7.25K
|
4.55K
$870K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-28- 1.49% |
$6.78K - $8.12K
|
1.85K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-29- 0.6% |
$7.02K - $8.41K
|
4.81K
$920K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-29- 22.83% |
$7.02K - $8.41K
|
98
$18.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-29- 2.87% |
$7.02K - $8.41K
|
983
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-31- 1.56% |
$7.5K - $8.99K
|
1.95K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-46- 0.59% |
$11.1K - $13.3K
|
7.69K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-50- 0.3% |
$12.1K - $14.5K
|
16.7K
$3.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-60- 0.81% |
$14.5K - $17.4K
|
7.32K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-60- 2.58% |
$14.5K - $17.4K
|
2.27K
$433K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-66- 1.13% |
$16K - $19.1K
|
5.79K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-66- 4.46% |
$16K - $19.1K
|
1.41K
$270K
|