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 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-26- 1.11% |
$1.52K - $1.7K
|
2.31K
$168K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-36- 0.64% |
$2.1K - $2.35K
|
5.6K
$406K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-41- 0.57% |
$2.39K - $2.68K
|
7.21K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-46- 0.17% |
$2.69K - $3K
|
27K
$1.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-49- 40.83% |
$2.86K - $3.2K
|
71
$5.15K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-53- 18.15% |
$3.1K - $3.46K
|
239
$17.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-56- 0.36% |
$3.27K - $3.65K
|
15.6K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-57- 0.36% |
$3.33K - $3.72K
|
15.6K
$1.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-60- 0.43% |
$3.5K - $3.92K
|
14K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-66- 32.04% |
$3.86K - $4.31K
|
140
$10.2K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-66- 9.98% |
$3.86K - $4.31K
|
595
$43.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-69- 2.1% |
$4.03K - $4.5K
|
3.21K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-71- 2.15% |
$4.15K - $4.63K
|
3.23K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-72- 0.76% |
$4.21K - $4.7K
|
9.36K
$679K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-77- 1.93% |
$4.5K - $5.03K
|
3.92K
$284K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-80- 2.08% |
$4.67K - $5.22K
|
3.77K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-90- 0.21% |
$5.26K - $5.87K
|
42.7K
$3.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-109- 2.91% |
$6.37K - $7.11K
|
3.64K
$264K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-110- 1.36% |
$6.43K - $7.18K
|
7.95K
$577K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-111- 0.44% |
$6.48K - $7.24K
|
25K
$1.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-125- 0.9% |
$7.3K - $8.16K
|
13.8K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-125- 2.33% |
$7.3K - $8.16K
|
5.25K
$381K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-132- 3.37% |
$7.71K - $8.61K
|
3.79K
$275K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-132- 2.16% |
$7.71K - $8.61K
|
5.98K
$434K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-150- 3.91% |
$8.76K - $9.79K
|
3.68K
$267K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-190- 0.85% |
$11.1K - $12.4K
|
22.2K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-218- 34.6% |
$12.7K - $14.2K
|
412
$29.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-230- 27.35% |
$13.4K - $15K
|
611
$44.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-245- 0.16% |
$14.3K - $16K
|
150K
$10.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-259- 5.05% |
$15.1K - $16.9K
|
4.87K
$353K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-270- 0.63% |
$15.8K - $17.6K
|
42.9K
$3.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-274- 1.94% |
$16K - $17.9K
|
13.8K
$1M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-275- 0.43% |
$16.1K - $17.9K
|
63.1K
$4.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-279- 2.52% |
$16.3K - $18.2K
|
10.8K
$784K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-299- 0.87% |
$17.5K - $19.5K
|
34.2K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-300- 5.36% |
$17.5K - $19.6K
|
5.3K
$385K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-311- 1.76% |
$18.2K - $20.3K
|
17.4K
$1.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-320- 17.49% |
$18.7K - $20.9K
|
1.51K
$110K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-359- 5.14% |
$21K - $23.4K
|
6.62K
$480K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-401- 1.08% |
$23.4K - $26.2K
|
36.9K
$2.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-408- 0.9% |
$23.8K - $26.6K
|
44.7K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-408- 10.52% |
$23.8K - $26.6K
|
3.47K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-454- 51.53% |
$26.5K - $29.6K
|
427
$31K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-485- 32.14% |
$28.3K - $31.7K
|
1.02K
$74.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-487- 90.52% |
$28.4K - $31.8K
|
51
$3.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-496- 13.06% |
$29K - $32.4K
|
3.3K
$240K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-498- 11.73% |
$29.1K - $32.5K
|
3.75K
$272K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 1.41% |
$29.2K - $32.6K
|
35K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-500- 0.12% |
$29.2K - $32.6K
|
416K
$30.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-508- 1.97% |
$29.7K - $33.2K
|
25.2K
$1.83M
|