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Get Institutions for : 
WD-40 Company (WDFC)  
$235.17 0.53 (0.23%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 334    27
Total shares held : 
 12,639,623  
% of shares held : 
 92.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   29  
Amount of shares held : 
 305,804  
% of shares held change : 
   2.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $201.27  
Last Quarter's Ending Price : 
 $239.07  
Last Quarter's Average Price : 
 $223.25  
Change from last quarter's     
avg. price to the last closing  : 
11.92 (5.34%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
44
 165,753
 1.31%
 
Increased Positions :
104
 817,523
 6.47%
 
Unchanged Positions :
84
 109,933
 0.87%
 
Decreased Positions :
102
-580,621
-4.59%
 
Closed Positions :
17
-96,851
-0.77%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Westhampton Capital LLC 8 - 2024-03-31 16,737 $4,240,000 0
   REIK & CO. LLC - 2024-03-31 10,800 $2,736,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D - 2024-03-31 10,353 $2,623,000 0
   GABELLI FUNDS LLC 597 - 2023-12-31 9,500 $2,271,000 0
   Oliver Luxxe Assets LLC 75 - 2024-03-31 8,105 $2,053,000 0
   MCDONALD PARTNERS LLC 63 - 2024-03-31 6,803 $1,723,000 0
   MetLife Investment Advisors LLC 1015 - 2023-12-31 7,127 $1,704,000 0
   Curbstone Financial Management Corp 80 - 2024-03-31 5,836 $1,478,000 0
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 1059 - 2023-12-31 4,341 $1,038,000 0
   Radnor Capital Management LLC 154 - 2024-03-31 3,800 $963,000 0
   PITTENGER & ANDERSON INC - 2024-03-31 3,710 $940,000 0
   Vestcor Investment Management Corp 459 - 2023-12-31 3,892 $930,000 0
   Pavion Blue Capital LLC 50 - 2024-03-31 3,500 $887,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 340 - 2024-03-31 3,128 $792,000 0
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1201 - 2024-03-31 3,059 $775,000 0
   VIRGINIA RETIREMENT SYSTEMS ET AL 604 - 2023-09-30 3,400 $691,000 0
   TD CAPITAL MANAGEMENT LLC 56 - 2023-12-31 2,784 $666,000 0
   Atlantic Trust LLC 77 - 2023-12-31 2,719 $650,000 0
   Handelsbanken Fonder AB 1042 - 2023-12-31 2,565 $613,000 0
   AMG NATIONAL TRUST BANK 341 - 2023-12-31 2,042 $488,000 0
   Legato Capital Management LLC 455 - 2024-03-31 1,808 $458,000 0
   MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGE 431 - 2023-12-31 1,810 $433,000 0
   Allspring Global Investments Holdings LLC 1564 - 2024-03-31 1,689 $428,000 0
   Checchi Capital Advisers LLC 392 - 2024-03-31 1,500 $380,000 0
   CIM INVESTMENT MANGEMENT INC 170 - 2023-12-31 1,534 $367,000 0
   RICE HALL JAMES & ASSOCIATES LLC 245 - 2024-03-31 1,450 $367,000 0
   Pictet Asset Management Holding SA 1428 - 2023-12-31 1,532 $366,000 0
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 215 - 2024-03-31 1,366 $346,000 0
   MARBLE HARBOR INVESTMENT COUNSEL LLC 156 - 2023-12-31 1,400 $335,000 0
   TRUST POINT INC. 390 - 2024-03-31 1,300 $329,000 0
   RODGERS BROTHERS INC. 196 - 2023-12-31 1,300 $311,000 0
   Howard Wealth Management LLC 75 - 2023-12-31 1,275 $305,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 1,171 $297,000 0
   PICTET ASSET MANAGEMENT SA 1529 - 2023-06-30 1,532 $289,000 0
   KENFARB & CO. 86 - 2023-09-30 1,360 $276,000 0
   NWAM LLC 487 - 2023-12-31 1,000 $239,000 0
   Stratos Wealth Partners LTD. 1211 - 2024-03-31 896 $227,000 0
   SWEENEY & MICHEL LLC 97 - 2023-09-30 1,025 $223,000 0
   FIRST MANHATTAN CO 632 - 2023-12-31 900 $215,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 763 - 2023-12-31 782 $187,000 0
   Laurel Wealth Advisors LLC 181 - 2023-12-31 690 $165,000 0
   SYSTM Wealth Solutions LLC 436 - 2024-03-31 547 $139,000 0
   SALEM INVESTMENT COUNSELORS INC 429 - 2024-03-31 460 $117,000 0
   BANGOR SAVINGS BANK 249 - 2024-03-31 351 $89,000 0
   ACADIAN ASSET MANAGEMENT LLC 1397 - 2023-12-31 330 $78,000 0
   WASHINGTON TRUST CO 386 - 2024-03-31 300 $76,000 0
   Missouri Trust & Investment Co 170 - 2023-12-31 300 $72,000 0
   Center for Financial Planning Inc. 236 - 2024-03-31 200 $51,000 0
   WFA of San Diego LLC 187 - 2023-09-30 200 $41,000 0
   Tradition Wealth Management LLC 723 - 2023-12-31 134 $32,000 0
   Mine & Arao Wealth Creation & Management LLC. 167 - 2023-12-31 125 $30,000 0
   Trivant Custom Portfolio Group LLC 118 - 2024-03-31 115 $29,000 0
   First PREMIER Bank 251 - 2024-03-31 100 $25,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 100 $25,000 0
   Tortoise Investment Management LLC 476 - 2023-12-31 85 $20,000 0
   TRUST CO OF VERMONT - 2024-03-31 75 $19,000 0
   Lindbrook Capital LLC 1274 - 2024-03-31 69 $17,000 0
   Stephens Consulting LLC 261 - 2024-03-31 67 $17,000 0
   BARTLETT & CO. LLC 926 - 2023-12-31 57 $14,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 928 - 2023-12-31 57 $14,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 50 $13,000 0
   CVA Family Office LLC 709 - 2024-03-31 50 $13,000 0
   Versant Capital Management Inc 718 - 2024-03-31 48 $12,000 0
   Harvest Fund Management Co. Ltd 531 - 2023-12-31 56 $11,000 0
   SMITHFIELD TRUST CO 825 - 2023-12-31 43 $10,000 0
   DB Wealth Management Group LLC 284 - 2023-12-31 40 $10,000 0
   LGT Financial Advisors LLC 499 - 2024-03-31 38 $10,000 0
   Rocky Mountain Advisers LLC 228 - 2024-03-31 34 $9,000 0
   FTB Advisors Inc. 1723 - 2024-03-31 27 $7,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 449 - 2023-12-31 24 $6,000 0
   MASSMUTUAL TRUST CO FSB/ADV 1231 - 2024-03-31 21 $5,000 0
   Key Financial Inc 956 - 2024-03-31 22 $5,000 0
   Bogart Wealth LLC 786 - 2024-03-31 16 $4,000 0
   PROEQUITIES INC. - 2024-03-31 10 $3,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 948 - 2024-03-31 10 $3,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 289 - 2023-09-30 13 $3,000 0
   SRS Capital Advisors Inc. 983 - 2023-12-31 11 $3,000 0
   VALLEY NATIONAL ADVISERS INC 892 - 2024-03-31 15 $3,000 0
   Private Wealth Management Group LLC - 2024-03-31 6 $2,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 8 $2,000 0
   SJS Investment Consulting Inc. 1070 - 2024-03-31 3 $1,000 0
   Prestige Wealth Management Group LLC 891 - 2024-03-31 4 $1,000 0
   Fairman Group LLC 309 - 2024-03-31 5 $1,000 0
   Efficient Wealth Management LLC 1066 - 2024-03-31 2 $1,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 938 - 2023-12-31 1 $0 0
  85 Records found
  1    
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