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 |
---|---|---|---|---|---|---|---|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-124Closed |
$7.28K - $8.06K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-63Closed |
$3.7K - $4.09K
|
0
$0
|
|
Q1 2021 | |||||||
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-93Closed |
$5.11K - $5.79K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-17KClosed |
$935K - $1.06M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-67.6KClosed |
$3.71M - $4.21M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-31Closed |
$1.7K - $1.93K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-77Closed |
$4.23K - $4.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
67New |
$3.68K - $4.17K
|
67
$4.95K
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-144Closed |
$7.91K - $8.97K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-67.4KClosed |
$3.7M - $4.2M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-70Closed |
$3.84K - $4.36K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cooke & Bieler LP
|
SELL
|
- |
-538KClosed |
$29.5M - $33.5M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-21KClosed |
$1.15M - $1.31M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.31KClosed |
$401K - $455K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-29.3KClosed |
$1.61M - $1.83M
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-14.4KClosed |
$791K - $898K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-331Closed |
$18.2K - $20.6K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6Closed |
$330 - $374
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-7Closed |
$384 - $436
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-11Closed |
$604 - $685
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-4Closed |
$188 - $228
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$845 - $1.03K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-231KClosed |
$10.8M - $13.2M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.39KClosed |
$253K - $307K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-448KClosed |
$21M - $25.5M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-135Closed |
$6.34K - $7.69K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
26.9KNew |
$1.26M - $1.53M
|
26.9K
$1.99M
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.2KClosed |
$103K - $125K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
2.51KNew |
$118K - $143K
|
2.51K
$186K
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-60Closed |
$2.82K - $3.42K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-16.9KClosed |
$791K - $960K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-80Closed |
$3.61K - $4.21K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Ovata Capital Management LTD
|
SELL
|
- |
-140Closed |
$6.32K - $7.36K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.6KNew |
$837K - $976K
|
18.6K
$1.37M
|
|
Nov 13, 2020
Q3 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-25.6KClosed |
$1.16M - $1.35M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-432Closed |
$19.5K - $22.7K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-5.4KClosed |
$244K - $284K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
20New |
$902 - $1.05K
|
20
$1.48K
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-629Closed |
$28.4K - $33.1K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
5.9KNew |
$266K - $310K
|
5.9K
$436K
|
|
Nov 04, 2020
Q3 2020
|
New Square Capital LLC
|
SELL
|
- |
-21Closed |
$948 - $1.1K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-22.7KClosed |
$1.03M - $1.2M
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.07KClosed |
$93.5K - $109K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.85KClosed |
$129K - $150K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
First Premier Bank
|
SELL
|
- |
-50Closed |
$2.26K - $2.63K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.95% |
$35.7 - $51.4
|
106
$7.82K
|
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-39.8KClosed |
$1.42M - $2.05M
|
0
$0
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
18.6KNew |
$663K - $954K
|
18.6K
$1.37M
|
|
Aug 14, 2020
Q2 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-16Closed |
$572 - $823
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-20.8KClosed |
$743K - $1.07M
|
0
$0
|