Latest Institutional Purchases of Donaldson CO Inc (DCI)
This list provides information on the latest institutional transactions involving Donaldson CO Inc (DCI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
26+ 152.94% |
$1.62K - $1.95K
|
43
$2.91K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
20New |
$1.25K - $1.5K
|
20
$1.35K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.25K - $1.5K
|
20
$1.35K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16New |
$999 - $1.2K
|
16
$1.08K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
12New |
$749 - $899
|
12
$811
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 150.0% |
$562 - $674
|
15
$1.01K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
49.4KNew |
$2.83M - $3.26M
|
49.4K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
48.8KNew |
$2.8M - $3.22M
|
48.8K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
11.7KNew |
$668K - $768K
|
11.7K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
10.3K+ 23.38% |
$590K - $679K
|
54.4K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.1KNew |
$579K - $666K
|
10.1K
$683K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
9.4K+ 15.04% |
$538K - $619K
|
71.9K
$4.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.58KNew |
$205K - $236K
|
3.58K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.2KNew |
$183K - $211K
|
3.2K
$216K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.2KNew |
$183K - $211K
|
3.2K
$216K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.1KNew |
$178K - $204K
|
3.1K
$209K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
725+ 8.88% |
$41.5K - $47.8K
|
8.89K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
442New |
$25.3K - $29.1K
|
442
$29.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
418New |
$24K - $27.5K
|
418
$28.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
216New |
$12.4K - $14.2K
|
216
$14.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
178+ 2542.86% |
$10.2K - $11.7K
|
185
$12.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
90New |
$5.16K - $5.93K
|
90
$6.08K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38New |
$2.18K - $2.5K
|
38
$2.57K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
24New |
$1.38K - $1.58K
|
24
$1.62K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18New |
$1.03K - $1.19K
|
18
$1.22K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9New |
$516 - $593
|
9
$608
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.33% |
$57.3 - $65.9
|
301
$20.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
844KNew |
$49.8M - $54.7M
|
844K
$57M
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
10.5KNew |
$620K - $681K
|
10.5K
$710K
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
10KNew |
$590K - $649K
|
10K
$676K
|
|
|
Nov 14, 2023
Q3 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
3.72KNew |
$219K - $241K
|
3.72K
$251K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.91KNew |
$172K - $189K
|
2.91K
$197K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2K+ 12.31% |
$118K - $130K
|
18.3K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1KNew |
$59K - $64.8K
|
1K
$67.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
899+ 11.31% |
$53K - $58.3K
|
8.85K
$598K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
641New |
$37.8K - $41.6K
|
641
$43.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
186+ 4.26% |
$11K - $12.1K
|
4.55K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
150+ 0.42% |
$8.85K - $9.73K
|
35.7K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
120New |
$7.08K - $7.78K
|
120
$8.11K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100New |
$5.9K - $6.48K
|
100
$6.76K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
78New |
$4.6K - $5.06K
|
78
$5.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
64+ 304.76% |
$3.78K - $4.15K
|
85
$5.74K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 7.14% |
$118 - $130
|
30
$2.03K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
85.8KNew |
$5.01M - $5.6M
|
85.8K
$5.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
41.9KNew |
$2.45M - $2.74M
|
41.9K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
38.5KNew |
$2.25M - $2.51M
|
38.5K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
34.3KNew |
$2M - $2.24M
|
34.3K
$2.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
19KNew |
$1.11M - $1.24M
|
19K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
13.9KNew |
$810K - $905K
|
13.9K
$937K
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
12.5KNew |
$733K - $819K
|
12.5K
$848K
|
|