Purchases and Sales Made in Q1 2023 in Donaldson CO Inc (DCI)
This table provides information about the institutional ownership of Donaldson CO Inc (DCI) during Q1 2023. The information is specifically focused on institutions that hold shares of DONALDSON CO INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
70+ 0.75% |
$4.09K - $4.68K
|
9.45K
$685K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
61+ 1.1% |
$3.56K - $4.08K
|
5.63K
$409K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
52+ 11.93% |
$3.04K - $3.48K
|
488
$35.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
51+ 0.25% |
$2.98K - $3.41K
|
20.5K
$1.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
48New |
$2.8K - $3.21K
|
48
$3.48K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
48New |
$2.8K - $3.21K
|
48
$3.48K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
BUY
|
- |
45+ 0.88% |
$2.63K - $3.01K
|
5.19K
$376K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
44+ 0.25% |
$2.57K - $2.94K
|
17.5K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44+ 0.58% |
$2.57K - $2.94K
|
7.67K
$556K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
38New |
$2.22K - $2.54K
|
38
$2.76K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
32+ 1.65% |
$1.87K - $2.14K
|
1.97K
$143K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
27+ 3.54% |
$1.58K - $1.81K
|
789
$57.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
20+ 1.33% |
$1.17K - $1.34K
|
1.52K
$110K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
14New |
$818 - $936
|
14
$1.02K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
13+ 162.5% |
$759 - $870
|
21
$1.52K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13+ 1.3% |
$759 - $870
|
1.01K
$73.5K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10New |
$584 - $669
|
10
$726
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 25.81% |
$467 - $535
|
39
$2.83K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
7+ 0.18% |
$409 - $468
|
3.86K
$280K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 125.0% |
$292 - $334
|
9
$653
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$234 - $268
|
4
$290
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 10.34% |
$175 - $201
|
32
$2.32K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 300.0% |
$175 - $201
|
4
$290
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.39% |
$175 - $201
|
772
$56K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.21% |
$175 - $201
|
1.43K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.18% |
$58.4 - $66.9
|
548
$39.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1+ 0.0% |
$58.4 - $66.9
|
34.7K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.34% |
$58.4 - $66.9
|
297
$21.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.58% |
$58.4 - $66.9
|
172
$12.5K
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$117 - $134
|
4.54K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5- 0.12% |
$292 - $334
|
4.11K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5- 0.04% |
$292 - $334
|
12.6K
$917K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5- 0.13% |
$292 - $334
|
4K
$290K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6- 0.16% |
$351 - $401
|
3.81K
$276K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9- 0.49% |
$526 - $602
|
1.83K
$133K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11- 0.24% |
$643 - $736
|
4.6K
$333K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11- 0.08% |
$643 - $736
|
14.2K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-12- 22.64% |
$701 - $803
|
41
$2.98K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-20- 22.73% |
$1.17K - $1.34K
|
68
$4.93K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-22Closed |
$1.29K - $1.47K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-23- 0.35% |
$1.34K - $1.54K
|
6.63K
$481K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23- 0.58% |
$1.34K - $1.54K
|
3.92K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-25- 0.34% |
$1.46K - $1.67K
|
7.25K
$526K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-28- 0.44% |
$1.64K - $1.87K
|
6.39K
$464K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-34Closed |
$1.99K - $2.27K
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-34- 0.42% |
$1.99K - $2.27K
|
8.06K
$585K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-44- 10.21% |
$2.57K - $2.94K
|
387
$28.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-53- 7.38% |
$3.1K - $3.55K
|
665
$48.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-63- 1.63% |
$3.68K - $4.21K
|
3.8K
$276K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-77- 0.42% |
$4.5K - $5.15K
|
18.2K
$1.32M
|