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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-22Closed |
$1.29K - $1.47K
|
0
$0
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
21.5KNew |
$1.26M - $1.44M
|
21.5K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.18% |
$58.4 - $66.9
|
548
$37.4K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.7KNew |
$275K - $314K
|
4.7K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
19.9KNew |
$1.16M - $1.33M
|
19.9K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10New |
$584 - $669
|
10
$683
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
28.2KNew |
$1.64M - $1.88M
|
28.2K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
14New |
$818 - $936
|
14
$956
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-588- 13.66% |
$34.4K - $39.3K
|
3.72K
$254K
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-395- 7.61% |
$23.1K - $26.4K
|
4.8K
$328K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.49MNew |
$87.2M - $99.9M
|
1.49M
$102M
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
8.38K+ 32.01% |
$490K - $561K
|
34.6K
$2.36M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13+ 1.3% |
$759 - $870
|
1.01K
$69.2K
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.58KNew |
$268K - $307K
|
4.58K
$313K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
13+ 162.5% |
$759 - $870
|
21
$1.43K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
52+ 11.93% |
$3.04K - $3.48K
|
488
$33.3K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$234 - $268
|
4
$273
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.56K- 14.06% |
$91.1K - $104K
|
9.53K
$651K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
91New |
$5.32K - $6.09K
|
91
$6.22K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-823- 21.17% |
$48.1K - $55.1K
|
3.07K
$209K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.6KNew |
$676K - $774K
|
11.6K
$790K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-53- 7.38% |
$3.1K - $3.55K
|
665
$45.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.02KNew |
$235K - $269K
|
4.02K
$275K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
650New |
$38K - $43.5K
|
650
$44.4K
|
|
| Q4 2022 | |||||||
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.99K+ 20.12% |
$505K - $611K
|
59.6K
$4.07M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-134- 8.66% |
$6.78K - $8.2K
|
1.41K
$96.6K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.35KNew |
$422K - $511K
|
8.35K
$570K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-24- 64.86% |
$1.21K - $1.47K
|
13
$888
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200+ 4.94% |
$10.1K - $12.2K
|
4.25K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
16.2KNew |
$817K - $989K
|
16.2K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$253 - $306
|
5
$342
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.35KNew |
$270K - $327K
|
5.35K
$365K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-28.8K- 93.18% |
$1.46M - $1.76M
|
2.11K
$144K
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
18KNew |
$910K - $1.1M
|
18K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5+ 100.0% |
$253 - $306
|
10
$683
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
6.49KNew |
$328K - $397K
|
6.49K
$443K
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.6KNew |
$182K - $220K
|
3.6K
$246K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-500- 5.05% |
$25.3K - $30.6K
|
9.4K
$642K
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.56KNew |
$230K - $279K
|
4.56K
$311K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
15.3K+ 302.16% |
$773K - $935K
|
20.3K
$1.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.5KNew |
$177K - $214K
|
3.5K
$239K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
9+ 11.11% |
$455 - $551
|
90
$6.15K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
44New |
$2.23K - $2.69K
|
44
$3.01K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
75New |
$3.79K - $4.59K
|
75
$5.12K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-6.95K- 42.0% |
$352K - $425K
|
9.6K
$656K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
28New |
$1.42K - $1.71K
|
28
$1.91K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.32K- 0.72% |
$66.6K - $80.6K
|
181K
$12.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
700New |
$35.4K - $42.8K
|
700
$47.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
377New |
$19.1K - $23.1K
|
377
$25.7K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
33New |
$1.67K - $2.02K
|
33
$2.25K
|
|