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 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-13.7K- 51.56% |
$910K - $989K
|
12.9K
$903K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.98K+ 64.45% |
$597K - $649K
|
22.9K
$1.61M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-10- 19.23% |
$665 - $723
|
42
$2.95K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.11K+ 13.13% |
$140K - $153K
|
18.2K
$1.28M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.29K+ 3.1% |
$85.6K - $93K
|
42.8K
$3.01M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-436- 1.98% |
$29K - $31.5K
|
21.6K
$1.51M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.21K+ 2.01% |
$280K - $304K
|
214K
$15M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
743+ 27.07% |
$49.4K - $53.7K
|
3.49K
$245K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
945+ 203.23% |
$62.9K - $68.3K
|
1.41K
$99.1K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-40.1K- 41.08% |
$2.67M - $2.9M
|
57.6K
$4.05M
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.5KNew |
$233K - $253K
|
3.5K
$246K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
19+ 0.57% |
$1.26K - $1.37K
|
3.34K
$235K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-27- 62.79% |
$1.8K - $1.95K
|
16
$1.12K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
431New |
$28.7K - $31.2K
|
431
$30.3K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-356- 1.59% |
$23.7K - $25.7K
|
22K
$1.55M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-27- 23.08% |
$1.8K - $1.95K
|
90
$6.32K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.19KNew |
$544K - $592K
|
8.19K
$575K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.94KNew |
$195K - $212K
|
2.94K
$206K
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.63KNew |
$241K - $262K
|
3.63K
$255K
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
10New |
$665 - $723
|
10
$703
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-91.8K- 57.69% |
$6.11M - $6.64M
|
67.3K
$4.73M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.79K- 2.83% |
$119K - $130K
|
61.5K
$4.32M
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-498- 1.43% |
$33.1K - $36K
|
34.3K
$2.41M
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.9% |
$20K - $21.7K
|
33.5K
$2.35M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.63K+ 72.16% |
$507K - $551K
|
18.2K
$1.28M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21New |
$1.4K - $1.52K
|
21
$1.48K
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-332- 6.92% |
$22.1K - $24K
|
4.47K
$314K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
19New |
$1.26K - $1.37K
|
19
$1.33K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
102+ 8.65% |
$6.78K - $7.37K
|
1.28K
$90K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.76K+ 10.07% |
$117K - $127K
|
19.2K
$1.35M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20KNew |
$1.33M - $1.45M
|
20K
$1.41M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 3.33% |
$66.5 - $72.3
|
29
$2.04K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.4K- 13.59% |
$226K - $246K
|
21.6K
$1.52M
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
243+ 1.0% |
$16.2K - $17.6K
|
24.5K
$1.72M
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.46K+ 3.49% |
$363K - $394K
|
162K
$11.4M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27New |
$1.8K - $1.95K
|
27
$1.9K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
636+ 4.61% |
$42.3K - $46K
|
14.4K
$1.01M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
73+ 192.11% |
$4.86K - $5.28K
|
111
$7.8K
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
13.7K+ 5.56% |
$912K - $991K
|
260K
$18.3M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.3K+ 19.07% |
$219K - $238K
|
20.6K
$1.45M
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.71% |
$13.3K - $14.5K
|
28.6K
$2.01M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
201+ 1.47% |
$13.4K - $14.5K
|
13.9K
$975K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-252- 7.3% |
$16.8K - $18.2K
|
3.2K
$225K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-412- 68.21% |
$27.4K - $29.8K
|
192
$13.5K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-9- 0.15% |
$599 - $651
|
6.19K
$435K
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
190K+ 27.51% |
$12.6M - $13.7M
|
879K
$61.7M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 54.29% |
$1.26K - $1.37K
|
54
$3.79K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.8K+ 20.07% |
$2.71M - $2.95M
|
244K
$17.2M
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-487- 77.67% |
$32.4K - $35.2K
|
140
$9.84K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
345+ 13.04% |
$22.9K - $24.9K
|
2.99K
$210K
|