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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
1.3K+ 22.81% |
$81.1K - $97.4K
|
7K
$496K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58+ 0.55% |
$3.62K - $4.35K
|
10.6K
$747K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
310New |
$19.4K - $23.2K
|
310
$22K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
37+ 462.5% |
$2.31K - $2.77K
|
45
$3.19K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-27- 1.88% |
$1.69K - $2.02K
|
1.41K
$99.8K
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
8.23KNew |
$514K - $617K
|
8.23K
$583K
|
|
May 13, 2024
Q1 2024
|
Mirova
Paris, I0 |
BUY
|
- |
8.58KNew |
$535K - $643K
|
8.58K
$607K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4K- 2.45% |
$250K - $300K
|
159K
$11.3M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.1K- 99.81% |
$131K - $157K
|
4
$283
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.49K+ 3.15% |
$468K - $561K
|
245K
$17.4M
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.78KNew |
$173K - $208K
|
2.78K
$196K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 150.0% |
$562 - $674
|
15
$1.06K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
112+ 49.34% |
$6.99K - $8.39K
|
339
$24K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
700New |
$43.7K - $52.4K
|
700
$49.6K
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-26.3K- 68.95% |
$1.64M - $1.97M
|
11.8K
$839K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
101New |
$6.3K - $7.57K
|
101
$7.15K
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
5.9KNew |
$368K - $442K
|
5.9K
$418K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
20New |
$1.25K - $1.5K
|
20
$1.42K
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
2.9KNew |
$181K - $217K
|
2.9K
$205K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.86KNew |
$178K - $214K
|
2.86K
$202K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
26+ 152.94% |
$1.62K - $1.95K
|
43
$3.04K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.19KNew |
$261K - $314K
|
4.19K
$296K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-34- 50.0% |
$2.12K - $2.55K
|
34
$2.41K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
435New |
$27.2K - $32.6K
|
435
$30.8K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.69KNew |
$168K - $202K
|
2.69K
$191K
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-17.8K- 48.18% |
$1.11M - $1.33M
|
19.2K
$1.36M
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.3K- 4.96% |
$81.1K - $97.4K
|
24.9K
$1.76M
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
12.5KNew |
$780K - $936K
|
12.5K
$885K
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.25K - $1.5K
|
20
$1.42K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
616New |
$38.5K - $46.2K
|
616
$43.6K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-75- 17.24% |
$4.68K - $5.62K
|
360
$25.5K
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-593- 4.56% |
$37K - $44.4K
|
12.4K
$879K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
19.9K+ 8.51% |
$1.14M - $1.31M
|
254K
$18M
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-800- 89.79% |
$45.8K - $52.7K
|
91
$6.44K
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
442New |
$25.3K - $29.1K
|
442
$31.3K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-84- 95.45% |
$4.81K - $5.54K
|
4
$283
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
10.3K+ 23.38% |
$590K - $679K
|
54.4K
$3.85M
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
48.8KNew |
$2.8M - $3.22M
|
48.8K
$3.46M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
11.7KNew |
$668K - $768K
|
11.7K
$826K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-5.04K- 43.65% |
$289K - $332K
|
6.5K
$460K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-117- 42.09% |
$6.7K - $7.71K
|
161
$11.4K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.1KNew |
$579K - $666K
|
10.1K
$716K
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.83K- 78.28% |
$105K - $121K
|
509
$36K
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-240- 62.66% |
$13.8K - $15.8K
|
143
$10.1K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-10- 12.05% |
$573 - $659
|
73
$5.17K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
49.4KNew |
$2.83M - $3.26M
|
49.4K
$3.5M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.33% |
$57.3 - $65.9
|
301
$21.3K
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-300- 8.15% |
$17.2K - $19.8K
|
3.38K
$239K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.2KNew |
$183K - $211K
|
3.2K
$227K
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-400- 6.28% |
$22.9K - $26.4K
|
5.97K
$422K
|