Purchases and Sales Made in Q3 2023 in Donaldson CO Inc (DCI)
This table provides information about the institutional ownership of Donaldson CO Inc (DCI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
221+ 2.3% |
$13K - $14.3K
|
9.84K
$714K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
200+ 0.75% |
$11.8K - $13K
|
26.9K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
195New |
$11.5K - $12.6K
|
195
$14.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
186+ 4.26% |
$11K - $12.1K
|
4.55K
$330K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
180+ 0.13% |
$10.6K - $11.7K
|
137K
$9.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
177New |
$10.4K - $11.5K
|
177
$12.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
173+ 11.1% |
$10.2K - $11.2K
|
1.73K
$126K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
172+ 28.15% |
$10.1K - $11.2K
|
783
$56.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
163+ 0.86% |
$9.62K - $10.6K
|
19.1K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
150+ 0.42% |
$8.85K - $9.73K
|
35.7K
$2.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
131+ 0.48% |
$7.73K - $8.5K
|
27.4K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
129+ 2.65% |
$7.61K - $8.37K
|
5K
$362K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
120New |
$7.08K - $7.78K
|
120
$8.71K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
108+ 2.83% |
$6.37K - $7K
|
3.92K
$285K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
104+ 2.07% |
$6.14K - $6.74K
|
5.13K
$372K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100New |
$5.9K - $6.48K
|
100
$7.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.48% |
$5.9K - $6.48K
|
20.9K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
93New |
$5.49K - $6.03K
|
93
$6.75K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
83New |
$4.9K - $5.38K
|
83
$6.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
79+ 0.05% |
$4.66K - $5.12K
|
166K
$12M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
79+ 0.05% |
$4.66K - $5.12K
|
166K
$12M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
78New |
$4.6K - $5.06K
|
78
$5.66K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
64+ 304.76% |
$3.78K - $4.15K
|
85
$6.17K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
61+ 0.07% |
$3.6K - $3.96K
|
87.2K
$6.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
57+ 0.79% |
$3.36K - $3.7K
|
7.26K
$527K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44+ 22.34% |
$2.6K - $2.85K
|
241
$17.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
37New |
$2.18K - $2.4K
|
37
$2.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
36+ 1.71% |
$2.12K - $2.33K
|
2.15K
$156K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
34New |
$2.01K - $2.2K
|
34
$2.47K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33+ 2.55% |
$1.95K - $2.14K
|
1.33K
$96.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
33+ 0.61% |
$1.95K - $2.14K
|
5.47K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32+ 30.19% |
$1.89K - $2.08K
|
138
$10K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30+ 0.24% |
$1.77K - $1.95K
|
12.7K
$919K
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
26+ 0.28% |
$1.53K - $1.69K
|
9.44K
$685K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24+ 0.07% |
$1.42K - $1.56K
|
33.2K
$2.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
24New |
$1.42K - $1.56K
|
24
$1.74K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
23+ 0.28% |
$1.36K - $1.49K
|
8.2K
$595K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
17New |
$1K - $1.1K
|
17
$1.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
17+ 0.08% |
$1K - $1.1K
|
22.2K
$1.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
11+ 0.3% |
$649 - $713
|
3.73K
$270K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8New |
$472 - $519
|
8
$581
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
7+ 0.18% |
$413 - $454
|
3.87K
$281K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
7New |
$413 - $454
|
7
$508
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4+ 4.76% |
$236 - $259
|
88
$6.39K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.39% |
$177 - $195
|
778
$56.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 7.14% |
$118 - $130
|
30
$2.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.67% |
$118 - $130
|
300
$21.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 3.64% |
$118 - $130
|
53
$3.85K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-5- 0.08% |
$295 - $324
|
6.61K
$480K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8- 50.0% |
$472 - $519
|
8
$581
|