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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
24.7K+ 40.49% |
$1.46M - $1.75M
|
85.7K
$6.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 47.37% |
$533 - $639
|
10
$703
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11+ 13.1% |
$651 - $781
|
95
$6.67K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 5.02% |
$829 - $994
|
265
$18.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-23.9K- 3.05% |
$1.41M - $1.7M
|
760K
$53.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-116- 4.78% |
$6.86K - $8.24K
|
2.31K
$162K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-314- 28.86% |
$18.6K - $22.3K
|
774
$54.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$2.43K - $2.91K
|
41
$2.88K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 31.25% |
$1.78K - $2.13K
|
66
$4.64K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-319- 31.65% |
$18.9K - $22.7K
|
689
$48.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-323- 5.18% |
$19.1K - $22.9K
|
5.92K
$416K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
36New |
$2.13K - $2.56K
|
36
$2.53K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.64K- 2.27% |
$511K - $614K
|
371K
$26.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
274+ 7.87% |
$16.2K - $19.5K
|
3.76K
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
10.5MNew |
$621M - $746M
|
10.5M
$738M
|
|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-35.8K- 14.61% |
$2.12M - $2.54M
|
209K
$14.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-10.2K- 81.23% |
$606K - $727K
|
2.37K
$166K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.1K- 22.39% |
$124K - $149K
|
7.28K
$511K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-121- 1.12% |
$7.16K - $8.59K
|
10.7K
$751K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.39KNew |
$141K - $170K
|
2.39K
$168K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 233.33% |
$1.24K - $1.49K
|
30
$2.11K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
248+ 0.71% |
$14.7K - $17.6K
|
35K
$2.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
20+ 4.05% |
$1.18K - $1.42K
|
514
$36.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$59.2 - $71
|
166
$11.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3New |
$178 - $213
|
3
$211
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 20.49% |
$2.96K - $3.55K
|
294
$20.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.1K+ 94.85% |
$124K - $149K
|
4.31K
$303K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.5K- 2.9% |
$266K - $319K
|
150K
$10.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.65KNew |
$275K - $330K
|
4.65K
$326K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.16K- 1.93% |
$364K - $437K
|
313K
$22M
|
|
| Q1 2025 | |||||||
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
255K+ 98.46% |
$17M - $18.5M
|
515K
$36.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.2K+ 680.05% |
$1.34M - $1.46M
|
23.2K
$1.63M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
258+ 0.79% |
$17.2K - $18.6K
|
33.1K
$2.33M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-89- 1.1% |
$5.92K - $6.43K
|
8K
$562K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.85KNew |
$455K - $495K
|
6.85K
$481K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
373+ 3.98% |
$24.8K - $27K
|
9.75K
$685K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
37.2K+ 8.51% |
$2.47M - $2.69M
|
474K
$33.3M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$200 - $217
|
3
$211
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
12.9KNew |
$855K - $929K
|
12.9K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.28K+ 36.21% |
$285K - $309K
|
16.1K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
797+ 9.84% |
$53K - $57.6K
|
8.9K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.05K- 1.09% |
$70.1K - $76.2K
|
95.6K
$6.72M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-10Closed |
$665 - $723
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.06K- 36.24% |
$270K - $293K
|
7.14K
$502K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-252K- 4.64% |
$16.8M - $18.2M
|
5.18M
$364M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
7.03K+ 145.91% |
$468K - $508K
|
11.8K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
14.6K+ 362.06% |
$969K - $1.05M
|
18.6K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20New |
$1.33K - $1.45K
|
20
$1.41K
|
|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
7.6K+ 14.7% |
$505K - $549K
|
59.3K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-1- 1.75% |
$66.5 - $72.3
|
56
$3.93K
|
|