Latest Institutional Transactions on Wd 40 CO (WDFC)
This table provides information on the latest institutional transactions involving Wd 40 CO (WDFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$1.77K - $2.05K
|
11
$2.53K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$2.58K - $2.98K
|
16
$3.67K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.47% |
$161 - $186
|
212
$48.7K
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
19.6KNew |
$3.16M - $3.65M
|
19.6K
$4.5M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
50New |
$8.06K - $9.31K
|
50
$11.5K
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
228+ 16.65% |
$36.7K - $42.5K
|
1.6K
$367K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-39- 4.52% |
$5.79K - $7.27K
|
824
$189K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
165KNew |
$24.5M - $30.7M
|
165K
$37.9M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 27.91% |
$1.78K - $2.24K
|
55
$12.6K
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
2.9KNew |
$430K - $541K
|
2.9K
$666K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
22New |
$3.26K - $4.1K
|
22
$5.05K
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.98K+ 288.11% |
$1.04M - $1.3M
|
9.4K
$2.16M
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
40New |
$5.94K - $7.46K
|
40
$9.19K
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.71KNew |
$699K - $878K
|
4.71K
$1.08M
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.4KNew |
$208K - $261K
|
1.4K
$322K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
100New |
$14.8K - $18.6K
|
100
$23K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 20.0% |
$594 - $746
|
24
$5.51K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-2- 33.33% |
$297 - $373
|
4
$919
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
13+ 19.4% |
$1.93K - $2.42K
|
80
$18.4K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
70New |
$10.4K - $13K
|
70
$16.1K
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.31KClosed |
$194K - $243K
|
0
$0
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
7+ 11.86% |
$1.15K - $1.46K
|
66
$15.2K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
32New |
$5.27K - $6.68K
|
32
$7.35K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-6- 15.79% |
$988 - $1.25K
|
32
$7.35K
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.21K- 89.26% |
$198K - $252K
|
145
$33.3K
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-90.6K- 97.61% |
$14.9M - $18.9M
|
2.22K
$510K
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.5KClosed |
$247K - $313K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.81KNew |
$298K - $377K
|
1.81K
$415K
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.33KNew |
$219K - $277K
|
1.33K
$305K
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-2.44KClosed |
$402K - $510K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.24KNew |
$205K - $260K
|
1.24K
$285K
|
|
Nov 14, 2022
Q3 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$329K - $418K
|
2K
$459K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$988 - $1.25K
|
6
$1.38K
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
124New |
$20.4K - $25.9K
|
124
$28.5K
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
441+ 7.31% |
$72.6K - $92.1K
|
6.48K
$1.49M
|
|
Nov 02, 2022
Q3 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-943- 28.4% |
$155K - $197K
|
2.38K
$546K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.47K- 98.99% |
$242K - $307K
|
15
$3.45K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1+ 1.79% |
$165 - $209
|
57
$13.1K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
135New |
$22.2K - $28.2K
|
135
$31K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
255+ 13.56% |
$42K - $53.2K
|
2.14K
$490K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
16New |
$2.63K - $3.34K
|
16
$3.67K
|
|
Q2 2022 | |||||||
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
57New |
$9.91K - $11.7K
|
57
$13.1K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-4Closed |
$695 - $822
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-107Closed |
$18.6K - $22K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
529New |
$92K - $109K
|
529
$122K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.67KNew |
$289K - $342K
|
1.67K
$382K
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.29KNew |
$225K - $265K
|
1.29K
$297K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
351New |
$61K - $72.1K
|
351
$80.6K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.42KClosed |
$247K - $291K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-28Closed |
$4.87K - $5.75K
|
0
$0
|