A detailed history of Integrated Wealth Concepts LLC transactions in Donaldson CO Inc stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,784 shares of DCI stock, worth $494,936. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,784
Previous 6,884 15.98%
Holding current value
$494,936
Previous $477,000 0.84%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$69.82 - $82.14 $76,801 - $90,354
-1,100 Reduced 15.98%
5,784 $473,000
Q2 2025

Aug 14, 2025

BUY
$59.18 - $71.02 $201,507 - $241,823
3,405 Added 97.87%
6,884 $477,000
Q1 2025

May 15, 2025

BUY
$66.51 - $72.28 $32,855 - $35,706
494 Added 16.55%
3,479 $233,000
Q4 2024

Feb 14, 2025

BUY
$67.28 - $78.27 $200,830 - $233,635
2,985 New
2,985 $201,000

Others Institutions Holding DCI

About DONALDSON CO INC


  • Ticker DCI
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 122,461,000
  • Market Cap $10.5B
  • Description
  • Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through two segments, Engine Products and Industrial Products. Its Engine Products segment provides replacement filters for air and liquid filtration applications; air filtration systems; liquid filtration systems for fuel, lub...
More about DCI
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