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 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
326+ 5.27% |
$19.3K - $23.2K
|
6.52K
$461K
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-87- 1.55% |
$5.15K - $6.18K
|
5.54K
$392K
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
89New |
$5.27K - $6.32K
|
89
$6.3K
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-24K- 5.32% |
$1.42M - $1.7M
|
427K
$30.2M
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-59- 4.65% |
$3.49K - $4.19K
|
1.21K
$85.7K
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.15K+ 16.72% |
$186K - $224K
|
22K
$1.56M
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.38% |
$178 - $213
|
799
$56.6K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
160+ 2.24% |
$9.47K - $11.4K
|
7.29K
$516K
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 4.55% |
$59.2 - $71
|
21
$1.49K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-60- 1.88% |
$3.55K - $4.26K
|
3.13K
$222K
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
662New |
$39.2K - $47K
|
662
$46.9K
|
|
Jul 16, 2025
Q2 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-24.6K- 14.02% |
$1.46M - $1.75M
|
151K
$10.7M
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-590- 0.48% |
$34.9K - $41.9K
|
122K
$8.61M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-248- 19.36% |
$14.7K - $17.6K
|
1.03K
$73.1K
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
24.7K+ 40.49% |
$1.46M - $1.75M
|
85.7K
$6.07M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 47.37% |
$533 - $639
|
10
$708
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-162- 13.18% |
$9.59K - $11.5K
|
1.07K
$75.6K
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.3K+ 46.64% |
$136K - $163K
|
7.22K
$511K
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.37K- 10.53% |
$318K - $382K
|
45.6K
$3.23M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.95K- 4.9% |
$175K - $210K
|
57.2K
$4.05M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-59- 1.97% |
$3.49K - $4.19K
|
2.93K
$208K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
209+ 6.72% |
$12.4K - $14.8K
|
3.32K
$235K
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.24K+ 15.67% |
$73.2K - $87.9K
|
9.13K
$647K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11+ 13.1% |
$651 - $781
|
95
$6.73K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 5.02% |
$829 - $994
|
265
$18.8K
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-23.9K- 3.05% |
$1.41M - $1.7M
|
760K
$53.8M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-116- 4.78% |
$6.86K - $8.24K
|
2.31K
$164K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-314- 28.86% |
$18.6K - $22.3K
|
774
$54.8K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$2.43K - $2.91K
|
41
$2.9K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 31.25% |
$1.78K - $2.13K
|
66
$4.67K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-319- 31.65% |
$18.9K - $22.7K
|
689
$48.8K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-323- 5.18% |
$19.1K - $22.9K
|
5.92K
$419K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
36New |
$2.13K - $2.56K
|
36
$2.55K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.64K- 2.27% |
$511K - $614K
|
371K
$26.3M
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
274+ 7.87% |
$16.2K - $19.5K
|
3.76K
$266K
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
10.5MNew |
$621M - $746M
|
10.5M
$744M
|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-35.8K- 14.61% |
$2.12M - $2.54M
|
209K
$14.8M
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-10.2K- 81.23% |
$606K - $727K
|
2.37K
$168K
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.1K- 22.39% |
$124K - $149K
|
7.28K
$515K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-121- 1.12% |
$7.16K - $8.59K
|
10.7K
$757K
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.39KNew |
$141K - $170K
|
2.39K
$169K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 233.33% |
$1.24K - $1.49K
|
30
$2.12K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
248+ 0.71% |
$14.7K - $17.6K
|
35K
$2.48M
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
20+ 4.05% |
$1.18K - $1.42K
|
514
$36.4K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$59.2 - $71
|
166
$11.8K
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3New |
$178 - $213
|
3
$212
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 20.49% |
$2.96K - $3.55K
|
294
$20.8K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.1K+ 94.85% |
$124K - $149K
|
4.31K
$305K
|
|
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
$329K
|