Wealth Enhancement Advisory Services, LLC Donaldson CO Inc Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Donaldson CO Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 379,925 shares of DCI stock, worth $26.3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

379,925

Previous 372,262 2.06%

Holding current value

$26.3 Million

Previous $25.1 Million 1.62%

% of portfolio

0.05%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$66.51 - $72.28 $509,666 - $553,881	7,663 Added 2.06%	379,925 $25.5 Million
Q4 2024 Mar 17, 2025	SELL	$67.28 - $78.27 $92,510 - $107,621	-1,375 Reduced 0.37%	372,262 $25.1 Million
Q4 2024 Jan 10, 2025	SELL	$67.28 - $78.27 $67 - $78	-1 Reduced -0.0%	373,637 $25.2 Million
Q3 2024 Oct 23, 2024	SELL	$69.34 - $74.86 $242,065 - $261,336	-3,491 Reduced 0.93%	373,638 $27.5 Million
Q2 2024 Jul 16, 2024	SELL	$71.09 - $75.56 $268,862 - $285,767	-3,782 Reduced 0.99%	377,129 $27 Million
Q1 2024 Apr 15, 2024	SELL	$62.42 - $74.92 $1.96 Million - $2.35 Million	-31,395 Reduced 7.61%	380,911 $28.4 Million
Q4 2023 Jan 30, 2024	BUY	$57.3 - $65.9 $1.48 Million - $1.7 Million	25,757 Added 6.66%	412,306 $26.9 Million
Q3 2023 Nov 13, 2023	BUY	$59.0 - $64.85 $20.6 Million - $22.6 Million	349,188 Added 934.63%	386,549 $23.1 Million
Q2 2023 Jul 21, 2023	BUY	$58.41 - $65.26 $2,044 - $2,284	35 Added 0.09%	37,361 $2.34 Million
Q1 2023 Apr 25, 2023	BUY	$58.42 - $66.89 $2.18 Million - $2.5 Million	37,326 New	37,326 $2.44 Million
Q3 2022 Oct 17, 2022	BUY	$47.61 - $57.02 $2.33 Million - $2.79 Million	48,946 New	48,946 $2.48 Million
Q1 2020 May 01, 2020	SELL	$33.19 - $57.98 $705,254 - $1.23 Million	-21,249 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$49.55 - $58.17 $1.05 Million - $1.24 Million	21,249 New	21,249 $1.22 Million
Q1 2019 Apr 30, 2019	SELL	$41.86 - $52.23 $778,344 - $971,164	-18,594 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	$40.71 - $58.29 $756,961 - $1.08 Million	18,594 New	18,594 $898,000

Others Institutions Holding DCI

# of Institutions

558

Shares Held

99.5M

Call Options Held

81.4K

Put Options Held

71.4K

View Full List

About DONALDSON CO INC

Ticker DCI
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 122,461,000
Market Cap $8.49B
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...

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Wealth Enhancement Advisory Services, LLC Donaldson CO Inc Transaction History