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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-108K- 29.01% |
$7.66M - $8.14M
|
264K
$18M
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
119+ 2.48% |
$8.46K - $8.99K
|
4.92K
$336K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-280- 2.92% |
$19.9K - $21.2K
|
9.31K
$636K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.77K- 1.65% |
$126K - $134K
|
105K
$7.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-247- 1.7% |
$17.6K - $18.7K
|
14.3K
$973K
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.98KNew |
$354K - $377K
|
4.98K
$340K
|
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.94KNew |
$209K - $222K
|
2.94K
$201K
|
|
|
Aug 09, 2024
Q2 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
2.9KNew |
$206K - $219K
|
2.9K
$198K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
88+ 400.0% |
$6.26K - $6.65K
|
110
$7.51K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.28% |
$213 - $227
|
1.05K
$71.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.14K- 4.89% |
$365K - $388K
|
100K
$6.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.42K- 7.03% |
$172K - $183K
|
31.9K
$2.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-126- 4.06% |
$8.96K - $9.52K
|
2.98K
$203K
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
6.3KNew |
$448K - $476K
|
6.3K
$430K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
174New |
$12.4K - $13.1K
|
174
$11.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-190- 6.15% |
$13.5K - $14.4K
|
2.9K
$198K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 15.79% |
$213 - $227
|
22
$1.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
4.44KNew |
$316K - $335K
|
4.44K
$303K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
242New |
$17.2K - $18.3K
|
242
$16.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.09KNew |
$220K - $234K
|
3.09K
$211K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-380- 9.23% |
$27K - $28.7K
|
3.74K
$255K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-21- 0.97% |
$1.49K - $1.59K
|
2.14K
$146K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
174+ 6.81% |
$12.4K - $13.1K
|
2.73K
$186K
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
268+ 2.82% |
$19.1K - $20.3K
|
9.76K
$666K
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
197+ 4.33% |
$14K - $14.9K
|
4.74K
$324K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-22- 0.19% |
$1.56K - $1.66K
|
11.7K
$799K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-696- 1.42% |
$49.5K - $52.6K
|
48.2K
$3.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
40.5KNew |
$2.88M - $3.06M
|
40.5K
$2.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Fcf Advisors LLC
|
BUY
|
- |
1.8K+ 8.71% |
$128K - $136K
|
22.4K
$1.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
34New |
$2.42K - $2.57K
|
34
$2.32K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
804+ 6.18% |
$57.2K - $60.8K
|
13.8K
$943K
|
|
|
Jul 16, 2024
Q2 2024
|
Covea Finance
|
SELL
|
- |
-4K- 11.11% |
$284K - $302K
|
32K
$2.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
250New |
$17.8K - $18.9K
|
250
$17.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 10.0% |
$142 - $151
|
22
$1.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 16.84% |
$7.11K - $7.56K
|
494
$33.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
189New |
$13.4K - $14.3K
|
189
$12.9K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-60- 1.71% |
$4.27K - $4.53K
|
3.45K
$236K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2New |
$142 - $151
|
2
$137
|
|
|
Jul 09, 2024
Q2 2024
|
Dudley & Shanley, Inc.
|
BUY
|
- |
1.4K+ 37.33% |
$99.5K - $106K
|
5.15K
$352K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-356Closed |
$25.3K - $26.9K
|
0
$0
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
17.4K+ 14.97% |
$1.09M - $1.31M
|
134K
$9.14M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.6K+ 866.67% |
$162K - $195K
|
2.9K
$198K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-312- 5.92% |
$19.5K - $23.4K
|
4.96K
$338K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-113- 6.59% |
$7.05K - $8.47K
|
1.6K
$109K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-125Closed |
$7.8K - $9.37K
|
0
$0
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
192+ 46.6% |
$12K - $14.4K
|
604
$41.3K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
87.5K+ 90.24% |
$5.46M - $6.56M
|
184K
$12.6M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.68KNew |
$354K - $425K
|
5.68K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.49KNew |
$93.1K - $112K
|
1.49K
$102K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.6KNew |
$99.9K - $120K
|
1.6K
$109K
|
|