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 |
---|---|---|---|---|---|---|---|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-28Closed |
$6.71K - $8.87K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-815Closed |
$195K - $258K
|
0
$0
|
|
Q1 2021 | |||||||
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-90- 48.65% |
$23.3K - $29.9K
|
95
$21.8K
|
|
Dec 01, 2022
Q1 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
382New |
$98.8K - $127K
|
382
$87.7K
|
|
Nov 23, 2022
Q1 2021
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
281+ 2.89% |
$72.7K - $93.4K
|
10K
$2.3M
|
|
May 17, 2021
Q1 2021
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-5.53KClosed |
$1.43M - $1.84M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-12.2KClosed |
$3.17M - $4.07M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Equitable Trust CO
|
SELL
|
- |
-841Closed |
$218K - $279K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-28Closed |
$7.24K - $9.3K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-5.1KClosed |
$1.32M - $1.69M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-100Closed |
$25.9K - $33.2K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-10Closed |
$2.59K - $3.32K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-768Closed |
$199K - $255K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-35.6KClosed |
$9.22M - $11.8M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-5.92KClosed |
$1.53M - $1.97M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3Closed |
$776 - $997
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-186Closed |
$48.1K - $61.8K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$2.59K - $3.32K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-700- 70.0% |
$181K - $233K
|
300
$68.9K
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-94Closed |
$24.3K - $31.2K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6Closed |
$1.55K - $1.99K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-466Closed |
$121K - $155K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Mcia Inc
|
SELL
|
- |
-2.38KClosed |
$616K - $791K
|
0
$0
|
|
Q4 2020 | |||||||
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 1.45% |
$9.37K - $13.5K
|
3.4K
$781K
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.5KClosed |
$469K - $675K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
2.04KNew |
$383K - $551K
|
2.04K
$469K
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-344Closed |
$64.5K - $92.9K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-86Closed |
$16.1K - $23.2K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
6.53KNew |
$1.22M - $1.76M
|
6.53K
$1.5M
|
|
Feb 04, 2021
Q4 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.9K- 18.95% |
$355K - $512K
|
8.11K
$1.86M
|
|
Jan 29, 2021
Q4 2020
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6Closed |
$1.12K - $1.62K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Dearborn Partners LLC
|
SELL
|
- |
-1.9KClosed |
$355K - $512K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
SELL
|
PUT |
-100Closed |
$18.7K - $27K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-181Closed |
$33.9K - $48.9K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-10KClosed |
$1.85M - $2.05M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-2KClosed |
$371K - $411K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
43New |
$7.96K - $8.83K
|
43
$9.88K
|
|
Nov 16, 2020
Q3 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-7.55KClosed |
$1.4M - $1.55M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-129KClosed |
$23.8M - $26.4M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$1.85K - $2.05K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-289Closed |
$53.5K - $59.3K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.34KClosed |
$249K - $276K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-1.72KClosed |
$318K - $352K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.45KClosed |
$268K - $297K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-67Closed |
$12.4K - $13.8K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Tcw Group Inc
|
SELL
|
- |
-14.9KClosed |
$2.75M - $3.05M
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6Closed |
$1.11K - $1.23K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-89.2KClosed |
$16.5M - $18.3M
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
3.26KNew |
$604K - $669K
|
3.26K
$749K
|
|
Oct 19, 2020
Q3 2020
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-19Closed |
$3.52K - $3.9K
|
0
$0
|