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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Hartland & Co. LLC 1477 *Closed 2023-12-31 0 $0 -5
   GRAHAM CAPITAL MANAGEMENT LP 951 *Closed 2023-12-31 0 $0 -2,588
   LWM Advisory Services LLC 92 *Closed 2023-12-31 0 $0 -51
   Quadrature Capital LTD 1102 *Closed 2023-12-31 0 $0 -6,001
   Argent Trust Co 614 *Closed 2023-12-31 0 $0 -1,156
   Operose Advisors LLC 607 *Closed 2023-12-31 0 $0 -72
   Glassman Wealth Services 899 *Closed 2024-03-31 0 $0 -4
   BAKER AVENUE ASSET MANAGEMENT, LP 817 *Closed 2023-12-31 0 $0 -1
   GRANITE INVESTMENT PARTNERS, LLC 266 *Closed 2023-12-31 0 $0 -34,523
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 885 *Closed 2023-12-31 0 $0 -4,271
   Ronald Blue Trust Inc. *Closed 2024-03-31 0 $0 -66
   Walleye Trading Advisors LLC 2145 *Closed 2023-12-31 0 $0 -476
   AdvisorNet Financial Inc 2103 *Closed 2024-03-31 0 $0 -3
   CAPSTONE INVESTMENT ADVISORS LLC 1219 *Closed 2024-03-31 0 $0 -2,682
   SkyOak Wealt LLC *Closed 2024-03-31 0 $0 -1,249
   Holocene Advisors LP 800 *Closed 2023-12-31 0 $0 -4,515
   GRADIENT INVESTMENTS LLC 1816 *Closed 2024-03-31 0 $0 -500
   BALYASNY ASSET MANAGEMENT LLC 2085 *Closed 2023-12-31 0 $0 -9,244
   Standard Life Aberdeen plc 988 *Closed 2023-12-31 0 $0 -5,437
   VOLORIDGE INVESTMENT MANAGEMENT LLC 1336 *Closed 2023-12-31 0 $0 -7,498
   EVERPAR ADVISORS LLC 287 *Closed 2024-03-31 0 $0 -1,213
   Meridian Wealth Management LLC 548 *Closed 2024-03-31 0 $0 -1,550
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 993 *Closed 2023-12-31 0 $0 -13

  23 Records found
  1    
  Page 1 of 1
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