Purchases and Sales Made in Q2 2025 in Donaldson CO Inc (DCI)
This table provides information about the institutional ownership of Donaldson CO Inc (DCI) during Q2 2025. 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 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
10.5MNew |
$621M - $746M
|
10.5M
$738M
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
24.7K+ 40.49% |
$1.46M - $1.75M
|
85.7K
$6.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.65KNew |
$275K - $330K
|
4.65K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.39KNew |
$141K - $170K
|
2.39K
$168K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.3K+ 46.64% |
$136K - $163K
|
7.22K
$507K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.1K+ 94.85% |
$124K - $149K
|
4.31K
$303K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
274+ 7.87% |
$16.2K - $19.5K
|
3.76K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
248+ 0.71% |
$14.7K - $17.6K
|
35K
$2.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 20.49% |
$2.96K - $3.55K
|
294
$20.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$2.43K - $2.91K
|
41
$2.88K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
36New |
$2.13K - $2.56K
|
36
$2.53K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 233.33% |
$1.24K - $1.49K
|
30
$2.11K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
20+ 4.05% |
$1.18K - $1.42K
|
514
$36.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11+ 13.1% |
$651 - $781
|
95
$6.67K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3New |
$178 - $213
|
3
$211
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$59.2 - $71
|
166
$11.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 47.37% |
$533 - $639
|
10
$703
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 5.02% |
$829 - $994
|
265
$18.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 31.25% |
$1.78K - $2.13K
|
66
$4.64K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-59- 1.97% |
$3.49K - $4.19K
|
2.93K
$206K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-116- 4.78% |
$6.86K - $8.24K
|
2.31K
$162K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-121- 1.12% |
$7.16K - $8.59K
|
10.7K
$751K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-162- 13.18% |
$9.59K - $11.5K
|
1.07K
$75K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-314- 28.86% |
$18.6K - $22.3K
|
774
$54.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-319- 31.65% |
$18.9K - $22.7K
|
689
$48.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-323- 5.18% |
$19.1K - $22.9K
|
5.92K
$416K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.1K- 22.39% |
$124K - $149K
|
7.28K
$511K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.95K- 4.9% |
$175K - $210K
|
57.2K
$4.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.5K- 2.9% |
$266K - $319K
|
150K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.37K- 10.53% |
$318K - $382K
|
45.6K
$3.21M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.16K- 1.93% |
$364K - $437K
|
313K
$22M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.64K- 2.27% |
$511K - $614K
|
371K
$26.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-10.2K- 81.23% |
$606K - $727K
|
2.37K
$166K
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-23.9K- 3.05% |
$1.41M - $1.7M
|
760K
$53.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-35.8K- 14.61% |
$2.12M - $2.54M
|
209K
$14.7M
|