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 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9- 2.74% |
$531 - $584
|
319
$23.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 32.26% |
$590 - $649
|
21
$1.52K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11- 0.2% |
$649 - $713
|
5.5K
$399K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12- 2.09% |
$708 - $778
|
561
$40.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-13- 0.07% |
$767 - $843
|
18.6K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-17- 0.29% |
$1K - $1.1K
|
5.82K
$422K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-17- 23.94% |
$1K - $1.1K
|
54
$3.92K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-31- 22.96% |
$1.83K - $2.01K
|
104
$7.55K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-33- 0.35% |
$1.95K - $2.14K
|
9.28K
$673K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-36- 2.38% |
$2.12K - $2.33K
|
1.47K
$107K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-38- 0.79% |
$2.24K - $2.46K
|
4.75K
$345K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 11.94% |
$2.36K - $2.59K
|
295
$21.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-52- 0.1% |
$3.07K - $3.37K
|
52.4K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-63- 0.23% |
$3.72K - $4.09K
|
26.9K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-72- 0.76% |
$4.25K - $4.67K
|
9.4K
$682K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-73- 1.27% |
$4.31K - $4.73K
|
5.66K
$411K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-86- 0.55% |
$5.07K - $5.58K
|
15.5K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-86- 0.55% |
$5.07K - $5.58K
|
15.5K
$1.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-97- 0.38% |
$5.72K - $6.29K
|
25.1K
$1.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-101- 0.62% |
$5.96K - $6.55K
|
16.1K
$1.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-107- 4.63% |
$6.31K - $6.94K
|
2.21K
$160K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-115- 0.31% |
$6.79K - $7.46K
|
36.7K
$2.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-122- 1.69% |
$7.2K - $7.91K
|
7.09K
$515K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-125- 2.18% |
$7.38K - $8.11K
|
5.6K
$406K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-128- 2.71% |
$7.55K - $8.3K
|
4.6K
$334K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-141- 1.02% |
$8.32K - $9.14K
|
13.7K
$994K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-160- 0.71% |
$9.44K - $10.4K
|
22.2K
$1.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-160- 0.71% |
$9.44K - $10.4K
|
22.2K
$1.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-184- 4.89% |
$10.9K - $11.9K
|
3.58K
$260K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-191- 0.06% |
$11.3K - $12.4K
|
341K
$24.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-198- 3.09% |
$11.7K - $12.8K
|
6.21K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-200- 2.35% |
$11.8K - $13K
|
8.3K
$602K
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-207- 0.73% |
$12.2K - $13.4K
|
28K
$2.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-209- 19.0% |
$12.3K - $13.6K
|
891
$64.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-217- 1.24% |
$12.8K - $14.1K
|
17.3K
$1.26M
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-250- 6.22% |
$14.8K - $16.2K
|
3.77K
$273K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-267- 1.34% |
$15.8K - $17.3K
|
19.7K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-293- 0.86% |
$17.3K - $19K
|
33.9K
$2.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-293- 1.04% |
$17.3K - $19K
|
27.9K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-300- 5.66% |
$17.7K - $19.5K
|
5K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-321- 1.2% |
$18.9K - $20.8K
|
26.5K
$1.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-325- 18.53% |
$19.2K - $21.1K
|
1.43K
$104K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-330- 8.9% |
$19.5K - $21.4K
|
3.38K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-426- 99.77% |
$25.1K - $27.6K
|
1
$72.6
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-455- 4.2% |
$26.8K - $29.5K
|
10.4K
$753K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-458- 3.52% |
$27K - $29.7K
|
12.6K
$911K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-478- 0.62% |
$28.2K - $31K
|
76.2K
$5.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-490- 4.34% |
$28.9K - $31.8K
|
10.8K
$784K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-501- 0.1% |
$29.6K - $32.5K
|
494K
$35.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-505- 11.12% |
$29.8K - $32.7K
|
4.04K
$293K
|