Purchases and Sales Made in Q1 2024 in Donaldson CO Inc (DCI)
This table provides information about the institutional ownership of Donaldson CO Inc (DCI) during Q1 2024. 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 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
616New |
$38.5K - $46.2K
|
616
$42.6K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
586+ 1.79% |
$36.6K - $43.9K
|
33.4K
$2.31M
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
563+ 2.58% |
$35.1K - $42.2K
|
22.4K
$1.55M
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
543+ 37.24% |
$33.9K - $40.7K
|
2K
$138K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
537New |
$33.5K - $40.2K
|
537
$37.1K
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
533+ 14.52% |
$33.3K - $39.9K
|
4.2K
$291K
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
522+ 26.82% |
$32.6K - $39.1K
|
2.47K
$171K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
515+ 41.13% |
$32.1K - $38.6K
|
1.77K
$122K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
508+ 3.34% |
$31.7K - $38.1K
|
15.7K
$1.09M
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 1.73% |
$31.2K - $37.5K
|
29.5K
$2.04M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
488+ 12.63% |
$30.5K - $36.6K
|
4.35K
$301K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
476+ 1252.63% |
$29.7K - $35.7K
|
514
$35.6K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
446+ 1.29% |
$27.8K - $33.4K
|
35.1K
$2.43M
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
444+ 0.18% |
$27.7K - $33.3K
|
250K
$17.3M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
442New |
$27.6K - $33.1K
|
442
$30.6K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
435New |
$27.2K - $32.6K
|
435
$30.1K
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
415+ 18.4% |
$25.9K - $31.1K
|
2.67K
$185K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
398+ 3.73% |
$24.8K - $29.8K
|
11.1K
$765K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
376+ 17.25% |
$23.5K - $28.2K
|
2.56K
$177K
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
356New |
$22.2K - $26.7K
|
356
$24.6K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
351+ 11.07% |
$21.9K - $26.3K
|
3.52K
$244K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
315New |
$19.7K - $23.6K
|
315
$21.8K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
310New |
$19.4K - $23.2K
|
310
$21.4K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
309+ 0.72% |
$19.3K - $23.2K
|
43.5K
$3.01M
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
307+ 5.37% |
$19.2K - $23K
|
6.02K
$417K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
283New |
$17.7K - $21.2K
|
283
$19.6K
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
268New |
$16.7K - $20.1K
|
268
$18.5K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
235+ 2.3% |
$14.7K - $17.6K
|
10.5K
$724K
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
233+ 63.32% |
$14.5K - $17.5K
|
601
$41.6K
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
228+ 5.26% |
$14.2K - $17.1K
|
4.56K
$315K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
192+ 46.6% |
$12K - $14.4K
|
604
$41.8K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
184+ 31.62% |
$11.5K - $13.8K
|
766
$53K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
179+ 0.62% |
$11.2K - $13.4K
|
29.2K
$2.02M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
176+ 926.32% |
$11K - $13.2K
|
195
$13.5K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
171New |
$10.7K - $12.8K
|
171
$11.8K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
149+ 74.5% |
$9.3K - $11.2K
|
349
$24.1K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
140+ 2.82% |
$8.74K - $10.5K
|
5.11K
$353K
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
117+ 1.46% |
$7.3K - $8.77K
|
8.12K
$561K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
112+ 49.34% |
$6.99K - $8.39K
|
339
$23.4K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
106+ 5.75% |
$6.62K - $7.94K
|
1.95K
$135K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
101New |
$6.3K - $7.57K
|
101
$6.99K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
101New |
$6.3K - $7.57K
|
101
$6.99K
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
100+ 1.2% |
$6.24K - $7.49K
|
8.47K
$586K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
99New |
$6.18K - $7.42K
|
99
$6.85K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
87+ 235.14% |
$5.43K - $6.52K
|
124
$8.58K
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
85+ 1.38% |
$5.31K - $6.37K
|
6.25K
$432K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
85+ 17.97% |
$5.31K - $6.37K
|
558
$38.6K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
84+ 0.15% |
$5.24K - $6.29K
|
55.7K
$3.86M
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
80+ 0.38% |
$4.99K - $5.99K
|
21K
$1.45M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
77+ 0.57% |
$4.81K - $5.77K
|
13.7K
$945K
|