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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.75% |
$185 - $231
|
134
$26.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13New |
$2.41K - $3K
|
13
$2.58K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.5KNew |
$278K - $346K
|
1.5K
$297K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.19KNew |
$220K - $274K
|
1.19K
$236K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-288- 5.15% |
$53.3K - $66.5K
|
5.31K
$1.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
56New |
$10.4K - $12.9K
|
56
$11.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
51New |
$9.44K - $11.8K
|
51
$10.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38New |
$7.03K - $8.77K
|
38
$7.53K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
164+ 13.58% |
$30.4K - $37.8K
|
1.37K
$272K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 33.33% |
$18.5K - $23.1K
|
200
$39.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9New |
$1.67K - $2.08K
|
9
$1.78K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 17.86% |
$18.5K - $23.1K
|
460
$91.1K
|
|
| Q2 2023 | |||||||
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
5.16KNew |
$890K - $1.05M
|
5.16K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
BUY
|
PUT |
9K+ 109.76% |
$1.55M - $1.82M
|
17.2K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
13New |
$2.24K - $2.63K
|
13
$2.58K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$517K - $608K
|
3K
$594K
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-637- 23.16% |
$110K - $129K
|
2.11K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-3.08K- 12.97% |
$531K - $624K
|
20.7K
$4.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
300New |
$51.7K - $60.8K
|
300
$59.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-20- 1.7% |
$3.45K - $4.05K
|
1.16K
$229K
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
15.2KNew |
$2.63M - $3.09M
|
15.2K
$3.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.03KNew |
$177K - $208K
|
1.03K
$203K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
22New |
$3.79K - $4.46K
|
22
$4.36K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-2K- 33.33% |
$345K - $405K
|
4K
$793K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.51% |
$4.65K - $5.47K
|
5.3K
$1.05M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 100.0% |
$517 - $608
|
6
$1.19K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 33.33% |
$172 - $203
|
2
$396
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-200Closed |
$32.2K - $37.3K
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-106- 59.55% |
$17.1K - $19.7K
|
72
$14.3K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
31New |
$5K - $5.77K
|
31
$6.14K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
300New |
$48.3K - $55.9K
|
300
$59.4K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.29KNew |
$852K - $985K
|
5.29K
$1.05M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
23New |
$3.71K - $4.28K
|
23
$4.56K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 3.85% |
$161 - $186
|
27
$5.35K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 16.67% |
$161 - $186
|
7
$1.39K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$2.58K - $2.98K
|
16
$3.17K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.47% |
$161 - $186
|
212
$42K
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
19.6KNew |
$3.16M - $3.65M
|
19.6K
$3.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
50New |
$8.06K - $9.31K
|
50
$9.91K
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
228+ 16.65% |
$36.7K - $42.5K
|
1.6K
$316K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 27.91% |
$1.78K - $2.24K
|
55
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
165KNew |
$24.5M - $30.7M
|
165K
$32.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
22New |
$3.26K - $4.1K
|
22
$4.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
2.9KNew |
$430K - $541K
|
2.9K
$575K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
40New |
$5.94K - $7.46K
|
40
$7.93K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.4KNew |
$208K - $261K
|
1.4K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
100New |
$14.8K - $18.6K
|
100
$19.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 20.0% |
$594 - $746
|
24
$4.76K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-2- 33.33% |
$297 - $373
|
4
$793
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
13+ 19.4% |
$1.93K - $2.42K
|
80
$15.9K
|
|