Purchases and Sales Made in Q2 2023 in Donaldson CO Inc (DCI)
This table provides information about the institutional ownership of Donaldson CO Inc (DCI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
310+ 6.98% |
$18.1K - $20.2K
|
4.75K
$324K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
310+ 1.15% |
$18.1K - $20.2K
|
27.2K
$1.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
301+ 4.55% |
$17.6K - $19.6K
|
6.92K
$471K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
273New |
$15.9K - $17.8K
|
273
$18.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
223+ 1.19% |
$13K - $14.6K
|
18.9K
$1.29M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
217+ 1.25% |
$12.7K - $14.2K
|
17.5K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
207+ 2.41% |
$12.1K - $13.5K
|
8.81K
$600K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
200New |
$11.7K - $13.1K
|
200
$13.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
200New |
$11.7K - $13.1K
|
200
$13.6K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
177+ 1.87% |
$10.3K - $11.6K
|
9.62K
$656K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
168New |
$9.81K - $11K
|
168
$11.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
143+ 0.51% |
$8.35K - $9.33K
|
28.2K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
142+ 0.02% |
$8.29K - $9.27K
|
633K
$43.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
139+ 7.05% |
$8.12K - $9.07K
|
2.11K
$144K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
132+ 2.87% |
$7.71K - $8.61K
|
4.73K
$322K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
76+ 1.87% |
$4.44K - $4.96K
|
4.14K
$282K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
75+ 1.72% |
$4.38K - $4.89K
|
4.45K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
66New |
$3.86K - $4.31K
|
66
$4.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
65+ 158.54% |
$3.8K - $4.24K
|
106
$7.22K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63+ 1.48% |
$3.68K - $4.11K
|
4.32K
$295K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
63New |
$3.68K - $4.11K
|
63
$4.29K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
54+ 79.41% |
$3.15K - $3.52K
|
122
$8.31K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
54+ 79.41% |
$3.15K - $3.52K
|
122
$8.31K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
48New |
$2.8K - $3.13K
|
48
$3.27K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45New |
$2.63K - $2.94K
|
45
$3.07K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
39+ 0.48% |
$2.28K - $2.55K
|
8.17K
$557K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35+ 0.09% |
$2.04K - $2.28K
|
37.4K
$2.55M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 9.03% |
$1.46K - $1.63K
|
302
$20.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
22+ 0.13% |
$1.29K - $1.44K
|
17K
$1.16M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
21New |
$1.23K - $1.37K
|
21
$1.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20+ 0.48% |
$1.17K - $1.31K
|
4.19K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 5.02% |
$935 - $1.04K
|
335
$22.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16New |
$935 - $1.04K
|
16
$1.09K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
15+ 0.23% |
$876 - $979
|
6.41K
$437K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 2.14% |
$701 - $783
|
573
$39K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 5.91% |
$643 - $718
|
197
$13.4K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 111.11% |
$584 - $653
|
19
$1.29K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 111.11% |
$584 - $653
|
19
$1.29K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
8+ 0.21% |
$467 - $522
|
3.87K
$263K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.39% |
$175 - $196
|
775
$52.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.34% |
$58.4 - $65.3
|
298
$20.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 0.74% |
$58.4 - $65.3
|
135
$9.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 8.33% |
$117 - $131
|
22
$1.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-3- 0.07% |
$175 - $196
|
4.48K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-3- 20.0% |
$175 - $196
|
12
$818
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.74% |
$175 - $196
|
169
$11.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 12.5% |
$234 - $261
|
28
$1.91K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 20.51% |
$467 - $522
|
31
$2.11K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-9- 0.06% |
$526 - $587
|
14.1K
$960K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-17- 0.05% |
$993 - $1.11K
|
36.2K
$2.46M
|