Latest Institutional Transactions on Donaldson CO Inc (DCI)
This table provides information on the latest institutional transactions involving Donaldson CO Inc (DCI) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-160- 1.64% |
$10.8K - $12.5K
|
9.6K
$682K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
350+ 0.84% |
$23.5K - $27.4K
|
41.8K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
482+ 7.33% |
$32.4K - $37.7K
|
7.06K
$501K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 80.0% |
$538 - $626
|
18
$1.28K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
37New |
$2.49K - $2.9K
|
37
$2.63K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-122- 3.41% |
$8.21K - $9.55K
|
3.45K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-34- 9.74% |
$2.29K - $2.66K
|
315
$22.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 17.92% |
$2.56K - $2.97K
|
250
$17.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-7.53K- 1.57% |
$507K - $590K
|
471K
$33.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-95- 1.13% |
$6.39K - $7.44K
|
8.31K
$590K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-152- 3.03% |
$10.2K - $11.9K
|
4.87K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-554- 1.74% |
$37.3K - $43.4K
|
31.3K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
159+ 130.33% |
$10.7K - $12.4K
|
281
$20K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-182- 4.67% |
$12.2K - $14.2K
|
3.72K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-5.82K- 3.83% |
$392K - $456K
|
146K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
12.3K+ 21.42% |
$829K - $964K
|
69.8K
$4.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Covea Finance
|
BUY
|
- |
12K+ 37.5% |
$807K - $939K
|
44K
$3.13M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-7- 0.2% |
$471 - $548
|
3.44K
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-440- 4.15% |
$29.6K - $34.4K
|
10.2K
$722K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
80New |
$5.38K - $6.26K
|
80
$5.68K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.86K+ 20.93% |
$125K - $146K
|
10.7K
$764K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-45- 4.14% |
$3.03K - $3.52K
|
1.04K
$74.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
106New |
$7.13K - $8.3K
|
106
$7.53K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.25K- 24.11% |
$84K - $97.8K
|
3.93K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.38% |
$202 - $235
|
793
$56.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-30K- 25.99% |
$2.02M - $2.35M
|
85.5K
$6.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.38K- 13.5% |
$93K - $108K
|
8.86K
$629K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
14KNew |
$942K - $1.1M
|
14K
$995K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
4.3KNew |
$289K - $336K
|
4.3K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
249+ 5.58% |
$16.8K - $19.5K
|
4.71K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5New |
$336 - $391
|
5
$355
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$67.3 - $78.3
|
374K
$26.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
71+ 0.64% |
$4.78K - $5.56K
|
11.1K
$788K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.33K+ 26.05% |
$224K - $260K
|
16.1K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$67.3 - $78.3
|
286
$20.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.09KNew |
$208K - $242K
|
3.09K
$220K
|
|
|
Jan 03, 2025
Q4 2024
|
Dudley & Shanley, Inc.
|
BUY
|
- |
264K+ 5118.45% |
$17.7M - $20.6M
|
269K
$19.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-4.44K- 1.33% |
$299K - $347K
|
328K
$23.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
52+ 12.94% |
$3.5K - $4.07K
|
454
$32.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
206+ 28.65% |
$13.9K - $16.1K
|
925
$65.7K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.8K+ 5.71% |
$1.65M - $1.78M
|
440K
$31.2M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
8.15K+ 2.75% |
$565K - $610K
|
305K
$21.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.8KNew |
$1.37M - $1.48M
|
19.8K
$1.41M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.28% |
$139 - $150
|
705
$50.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.05K- 2.66% |
$72.8K - $78.6K
|
38.5K
$2.73M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
625+ 32.64% |
$43.3K - $46.8K
|
2.54K
$180K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
322+ 1.29% |
$22.3K - $24.1K
|
25.3K
$1.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-310- 7.32% |
$21.5K - $23.2K
|
3.93K
$279K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.14K- 21.11% |
$287K - $310K
|
15.5K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.83K- 5.22% |
$196K - $212K
|
51.4K
$3.65M
|
|