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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-60- 0.14% |
$4.16K - $4.49K
|
41.5K
$2.83M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
288+ 1440.0% |
$20K - $21.6K
|
308
$21K
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-363- 0.43% |
$25.2K - $27.2K
|
83.2K
$5.69M
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-92- 0.36% |
$6.38K - $6.89K
|
25.3K
$1.73M
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
4.09K+ 0.8% |
$284K - $306K
|
513K
$35.1M
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
95.5K+ 169.17% |
$6.62M - $7.15M
|
152K
$10.4M
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 1.76% |
$41.6K - $44.9K
|
33.4K
$2.28M
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.3K+ 0.97% |
$229K - $247K
|
344K
$23.5M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
10+ 23.81% |
$693 - $749
|
52
$3.55K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
64+ 1.29% |
$4.44K - $4.79K
|
5.02K
$343K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.49K- 0.93% |
$242K - $261K
|
374K
$25.5M
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-8.91K- 46.57% |
$618K - $667K
|
10.2K
$698K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.97K+ 7.34% |
$137K - $148K
|
28.9K
$1.97M
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-115- 1.95% |
$7.97K - $8.61K
|
5.79K
$396K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.17K+ 29.18% |
$81.1K - $87.6K
|
5.18K
$354K
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.5K+ 27.75% |
$381K - $412K
|
25.3K
$1.73M
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-45- 1.18% |
$3.12K - $3.37K
|
3.75K
$256K
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
90New |
$6.24K - $6.74K
|
90
$6.15K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
116KNew |
$8.01M - $8.65M
|
116K
$7.89M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
316+ 10.5% |
$21.9K - $23.7K
|
3.33K
$227K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
33+ 2.81% |
$2.29K - $2.47K
|
1.21K
$82.4K
|
|
Oct 21, 2024
Q3 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
10KNew |
$693K - $749K
|
10K
$683K
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
79+ 0.61% |
$5.48K - $5.91K
|
13.1K
$897K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 3.09% |
$72.8K - $78.6K
|
35.1K
$2.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.7K+ 6.35% |
$809K - $873K
|
195K
$13.3M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.01% |
$69.3 - $74.9
|
10.6K
$724K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58+ 0.61% |
$4.02K - $4.34K
|
9.56K
$653K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-390K- 26.7% |
$27.1M - $29.2M
|
1.07M
$73.2M
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
615New |
$42.6K - $46K
|
615
$42K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
176+ 17.44% |
$12.2K - $13.2K
|
1.19K
$80.9K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-600- 2.88% |
$41.6K - $44.9K
|
20.2K
$1.38M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
304+ 13.32% |
$21.1K - $22.8K
|
2.59K
$177K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
293+ 5.18% |
$20.3K - $21.9K
|
5.95K
$406K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
207+ 52.01% |
$14.4K - $15.5K
|
605
$41.3K
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-379- 1.31% |
$26.3K - $28.4K
|
28.5K
$1.95M
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-2.8K- 68.29% |
$194K - $210K
|
1.3K
$88.8K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18- 0.19% |
$1.25K - $1.35K
|
9.45K
$645K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-56- 1.78% |
$3.88K - $4.19K
|
3.1K
$211K
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7.68KNew |
$532K - $575K
|
7.68K
$524K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-71- 2.22% |
$4.92K - $5.32K
|
3.13K
$214K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.46KNew |
$309K - $334K
|
4.46K
$305K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.38% |
$208 - $225
|
790
$54K
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.55KNew |
$246K - $266K
|
3.55K
$242K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
399New |
$27.7K - $29.9K
|
399
$27.3K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
15New |
$1.04K - $1.12K
|
15
$1.02K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$69.3 - $74.9
|
285
$19.5K
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
886+ 5.08% |
$61.4K - $66.3K
|
18.3K
$1.25M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
786+ 2.69% |
$54.5K - $58.8K
|
30K
$2.05M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$1.04K - $1.12K
|
15
$1.02K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-130Closed |
$9.01K - $9.73K
|
0
$0
|