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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
64+ 0.83% |
$3.99K - $4.79K
|
7.75K
$562K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58+ 0.55% |
$3.62K - $4.35K
|
10.6K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58+ 15.03% |
$3.62K - $4.35K
|
444
$32.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
56+ 6.5% |
$3.5K - $4.2K
|
918
$66.6K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
51New |
$3.18K - $3.82K
|
51
$3.7K
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
47+ 0.33% |
$2.93K - $3.52K
|
14.5K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
44+ 0.08% |
$2.75K - $3.3K
|
57.9K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
37+ 462.5% |
$2.31K - $2.77K
|
45
$3.27K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
35New |
$2.18K - $2.62K
|
35
$2.54K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
30New |
$1.87K - $2.25K
|
30
$2.18K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
26+ 152.94% |
$1.62K - $1.95K
|
43
$3.12K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
22New |
$1.37K - $1.65K
|
22
$1.6K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
22+ 0.19% |
$1.37K - $1.65K
|
11.7K
$851K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
20New |
$1.25K - $1.5K
|
20
$1.45K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.25K - $1.5K
|
20
$1.45K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
20New |
$1.25K - $1.5K
|
20
$1.45K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16New |
$999 - $1.2K
|
16
$1.16K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
14+ 0.29% |
$874 - $1.05K
|
4.89K
$355K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
14+ 0.23% |
$874 - $1.05K
|
6.14K
$445K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
12New |
$749 - $899
|
12
$871
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
10+ 0.28% |
$624 - $749
|
3.54K
$257K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 150.0% |
$562 - $674
|
15
$1.09K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 3.5% |
$312 - $375
|
148
$10.7K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
5+ 16.67% |
$312 - $375
|
35
$2.54K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4New |
$250 - $300
|
4
$290
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4+ 0.47% |
$250 - $300
|
859
$62.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3+ 0.18% |
$187 - $225
|
1.64K
$119K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.38% |
$187 - $225
|
784
$56.9K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3+ 0.08% |
$187 - $225
|
3.88K
$282K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2+ 0.05% |
$125 - $150
|
3.66K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.15% |
$62.4 - $74.9
|
88
$6.39K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 0.62% |
$62.4 - $74.9
|
161
$11.7K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-8- 0.04% |
$499 - $599
|
22K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.07% |
$936 - $1.12K
|
21.3K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-15- 1.28% |
$936 - $1.12K
|
1.16K
$84K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-16- 0.27% |
$999 - $1.2K
|
5.87K
$426K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-22- 0.61% |
$1.37K - $1.65K
|
3.61K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-23- 12.99% |
$1.44K - $1.72K
|
154
$11.2K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-27- 1.88% |
$1.69K - $2.02K
|
1.41K
$102K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-31- 0.27% |
$1.94K - $2.32K
|
11.3K
$821K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-34- 0.38% |
$2.12K - $2.55K
|
9K
$653K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-34- 50.0% |
$2.12K - $2.55K
|
34
$2.47K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-35- 0.64% |
$2.18K - $2.62K
|
5.46K
$396K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36- 0.38% |
$2.25K - $2.7K
|
9.37K
$680K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-41- 7.96% |
$2.56K - $3.07K
|
474
$34.4K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-42- 1.9% |
$2.62K - $3.15K
|
2.16K
$157K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-47- 10.63% |
$2.93K - $3.52K
|
395
$28.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-47- 10.63% |
$2.93K - $3.52K
|
395
$28.7K
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-50- 1.07% |
$3.12K - $3.75K
|
4.63K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-53- 0.2% |
$3.31K - $3.97K
|
26.8K
$1.94M
|