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 |
---|---|---|---|---|---|---|---|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
75New |
$3.79K - $4.59K
|
75
$5.07K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
44New |
$2.23K - $2.69K
|
44
$2.97K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
33New |
$1.67K - $2.02K
|
33
$2.23K
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
28New |
$1.42K - $1.71K
|
28
$1.89K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
9+ 11.11% |
$455 - $551
|
90
$6.08K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$253 - $306
|
5
$338
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5+ 100.0% |
$253 - $306
|
10
$676
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
4.33KNew |
$206K - $247K
|
4.33K
$293K
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3.5KNew |
$167K - $200K
|
3.5K
$236K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.74KNew |
$82.8K - $99.2K
|
1.74K
$118K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.18KNew |
$56.1K - $67.2K
|
1.18K
$79.7K
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
690+ 5.22% |
$32.9K - $39.3K
|
13.9K
$940K
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
240New |
$11.4K - $13.7K
|
240
$16.2K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
218New |
$10.4K - $12.4K
|
218
$14.7K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
202New |
$9.62K - $11.5K
|
202
$13.6K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
158+ 47.88% |
$7.52K - $9.01K
|
488
$33K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
31New |
$1.48K - $1.77K
|
31
$2.09K
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
28New |
$1.33K - $1.6K
|
28
$1.89K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$95.2 - $114
|
2
$135
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.95% |
$47.6 - $57
|
106
$7.16K
|
|
Q2 2022 | |||||||
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
321KNew |
$14.8M - $17.2M
|
321K
$21.7M
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
12.1KNew |
$561K - $651K
|
12.1K
$820K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
836New |
$38.7K - $44.8K
|
836
$56.5K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
480New |
$22.2K - $25.7K
|
480
$32.4K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
320New |
$14.8K - $17.2K
|
320
$21.6K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
212New |
$9.81K - $11.4K
|
212
$14.3K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
162+ 3.79% |
$7.5K - $8.69K
|
4.44K
$300K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
66New |
$3.05K - $3.54K
|
66
$4.46K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
40New |
$1.85K - $2.15K
|
40
$2.7K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
112KNew |
$5.45M - $6.69M
|
112K
$7.54M
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.26KNew |
$208K - $256K
|
4.26K
$288K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
732New |
$35.8K - $43.9K
|
732
$49.5K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
33New |
$1.61K - $1.98K
|
33
$2.23K
|
|
Q4 2021 | |||||||
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
180New |
$9.96K - $11.2K
|
180
$12.2K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
112New |
$6.2K - $6.99K
|
112
$7.57K
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$55.4 - $62.4
|
2.01K
$135K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.97KNew |
$515K - $620K
|
8.97K
$606K
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.81KNew |
$276K - $332K
|
4.81K
$325K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
51New |
$2.93K - $3.52K
|
51
$3.45K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
20New |
$1.15K - $1.38K
|
20
$1.35K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
8.32KNew |
$488K - $540K
|
8.32K
$562K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
67New |
$3.68K - $4.17K
|
67
$4.53K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
26.9KNew |
$1.26M - $1.53M
|
26.9K
$1.82M
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
2.51KNew |
$118K - $143K
|
2.51K
$170K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.6KNew |
$837K - $976K
|
18.6K
$1.25M
|
|
Nov 06, 2020
Q3 2020
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
5.9KNew |
$266K - $310K
|
5.9K
$399K
|
|
Q2 2020 | |||||||
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
18.6KNew |
$663K - $954K
|
18.6K
$1.25M
|
|
Jul 31, 2020
Q2 2020
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.31KNew |
$297K - $427K
|
8.31K
$561K
|
|
Aug 10, 2020
Q2 2020
|
Parsons Capital Management Inc
|
BUY
|
- |
4.95KNew |
$177K - $255K
|
4.95K
$334K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.95% |
$35.7 - $51.4
|
106
$7.16K
|