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 |
---|---|---|---|---|---|---|---|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-800- 89.79% |
$45.8K - $52.7K
|
91
$6.22K
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
442New |
$25.3K - $29.1K
|
442
$30.2K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-84- 95.45% |
$4.81K - $5.54K
|
4
$273
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
10.3K+ 23.38% |
$590K - $679K
|
54.4K
$3.71M
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
48.8KNew |
$2.8M - $3.22M
|
48.8K
$3.33M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
11.7KNew |
$668K - $768K
|
11.7K
$796K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-5.04K- 43.65% |
$289K - $332K
|
6.5K
$444K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-117- 42.09% |
$6.7K - $7.71K
|
161
$11K
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
9.4K+ 15.04% |
$538K - $619K
|
71.9K
$4.91M
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.1KNew |
$579K - $666K
|
10.1K
$690K
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.83K- 78.28% |
$105K - $121K
|
509
$34.8K
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-240- 62.66% |
$13.8K - $15.8K
|
143
$9.77K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-10- 12.05% |
$573 - $659
|
73
$4.99K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
49.4KNew |
$2.83M - $3.26M
|
49.4K
$3.38M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.33% |
$57.3 - $65.9
|
301
$20.6K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-136- 1.38% |
$7.79K - $8.96K
|
9.71K
$663K
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-300- 8.15% |
$17.2K - $19.8K
|
3.38K
$231K
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.37K- 6.65% |
$78.7K - $90.5K
|
19.3K
$1.32M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
90New |
$5.16K - $5.93K
|
90
$6.15K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 5.3% |
$917 - $1.05K
|
286
$19.5K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.2KNew |
$183K - $211K
|
3.2K
$219K
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-400- 6.28% |
$22.9K - $26.4K
|
5.97K
$407K
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.2KNew |
$183K - $211K
|
3.2K
$219K
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-832- 4.74% |
$47.7K - $54.8K
|
16.7K
$1.14M
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
24New |
$1.38K - $1.58K
|
24
$1.64K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38New |
$2.18K - $2.5K
|
38
$2.6K
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-87- 2.42% |
$4.99K - $5.73K
|
3.51K
$240K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.1KNew |
$178K - $204K
|
3.1K
$212K
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
178+ 2542.86% |
$10.2K - $11.7K
|
185
$12.6K
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-753- 13.56% |
$43.1K - $49.6K
|
4.8K
$328K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18New |
$1.03K - $1.19K
|
18
$1.23K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 7.55% |
$229 - $264
|
49
$3.35K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
216New |
$12.4K - $14.2K
|
216
$14.8K
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
725+ 8.88% |
$41.5K - $47.8K
|
8.89K
$607K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
418New |
$24K - $27.5K
|
418
$28.5K
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.58KNew |
$205K - $236K
|
3.58K
$245K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9New |
$516 - $593
|
9
$615
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-202- 4.19% |
$11.6K - $13.3K
|
4.62K
$316K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-878- 3.95% |
$50.3K - $57.9K
|
21.3K
$1.46M
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
844KNew |
$49.8M - $54.7M
|
844K
$57.6M
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-3.8K- 17.35% |
$224K - $246K
|
18.1K
$1.24M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100New |
$5.9K - $6.48K
|
100
$6.83K
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1KNew |
$59K - $64.8K
|
1K
$68.3K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
64+ 304.76% |
$3.78K - $4.15K
|
85
$5.81K
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-330- 8.9% |
$19.5K - $21.4K
|
3.38K
$231K
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-426- 99.77% |
$25.1K - $27.6K
|
1
$68.3
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-11K- 61.49% |
$650K - $715K
|
6.9K
$471K
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
10.5KNew |
$620K - $681K
|
10.5K
$717K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
899+ 11.31% |
$53K - $58.3K
|
8.85K
$604K
|
|
Nov 14, 2023
Q3 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
3.72KNew |
$219K - $241K
|
3.72K
$254K
|