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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
243New |
$12.3K - $14.9K
|
243
$16.6K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-9.46K- 39.57% |
$450K - $539K
|
14.4K
$987K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
158+ 47.88% |
$7.52K - $9.01K
|
488
$33.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-300- 1.95% |
$14.3K - $17.1K
|
15.1K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-680- 45.95% |
$32.4K - $38.8K
|
800
$54.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
31New |
$1.48K - $1.77K
|
31
$2.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
4.33KNew |
$206K - $247K
|
4.33K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-23.1K- 5.9% |
$1.1M - $1.32M
|
369K
$25.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-19.6K- 2.99% |
$931K - $1.12M
|
636K
$43.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-219- 1.2% |
$10.4K - $12.5K
|
18.1K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
690+ 5.22% |
$32.9K - $39.3K
|
13.9K
$950K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.95% |
$47.6 - $57
|
106
$7.24K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
202New |
$9.62K - $11.5K
|
202
$13.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-29- 80.56% |
$1.38K - $1.65K
|
7
$478
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.74KNew |
$82.8K - $99.2K
|
1.74K
$119K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3.5KNew |
$167K - $200K
|
3.5K
$239K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
218New |
$10.4K - $12.4K
|
218
$14.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.18KNew |
$56.1K - $67.2K
|
1.18K
$80.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
28New |
$1.33K - $1.6K
|
28
$1.91K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$95.2 - $114
|
2
$137
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
240New |
$11.4K - $13.7K
|
240
$16.4K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-37Closed |
$1.71K - $1.98K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-22Closed |
$1.02K - $1.18K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-89Closed |
$4.12K - $4.77K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-49Closed |
$2.27K - $2.63K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Greenhouse Funds Lllp
Baltimore, MD |
SELL
|
- |
-408KClosed |
$18.9M - $21.9M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-10.2KClosed |
$473K - $549K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-280KClosed |
$13M - $15M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
12.1KNew |
$561K - $651K
|
12.1K
$828K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-93.2K- 82.55% |
$4.31M - $5M
|
19.7K
$1.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-400Closed |
$18.5K - $21.5K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-38Closed |
$1.76K - $2.04K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-2.17K- 98.1% |
$100K - $116K
|
42
$2.87K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
162+ 3.79% |
$7.5K - $8.69K
|
4.44K
$303K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6Closed |
$278 - $322
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-19.7K- 25.13% |
$913K - $1.06M
|
58.8K
$4.02M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-45Closed |
$2.08K - $2.41K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-10.7K- 63.35% |
$494K - $573K
|
6.18K
$422K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-34- 26.36% |
$1.57K - $1.82K
|
95
$6.49K
|
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-38.6KClosed |
$1.78M - $2.07M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
480New |
$22.2K - $25.7K
|
480
$32.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-70- 0.54% |
$3.24K - $3.75K
|
13K
$886K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
212New |
$9.81K - $11.4K
|
212
$14.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
320New |
$14.8K - $17.2K
|
320
$21.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
66New |
$3.05K - $3.54K
|
66
$4.51K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
836New |
$38.7K - $44.8K
|
836
$57.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-368Closed |
$17K - $19.7K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-10.9KClosed |
$506K - $587K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-38.4KClosed |
$1.78M - $2.06M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
40New |
$1.85K - $2.15K
|
40
$2.73K
|
|