Purchases and Sales Made in Q4 2022 in Donaldson CO Inc (DCI)
This table provides information about the institutional ownership of Donaldson CO Inc (DCI) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
987+ 10.52% |
$49.9K - $60.4K
|
10.4K
$739K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
940+ 2.79% |
$47.5K - $57.5K
|
34.7K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
881New |
$44.6K - $53.9K
|
881
$62.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
867+ 16.09% |
$43.8K - $53K
|
6.26K
$446K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
864+ 6.01% |
$43.7K - $52.9K
|
15.2K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
840+ 0.32% |
$42.5K - $51.4K
|
264K
$18.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
711+ 5.35% |
$36K - $43.5K
|
14K
$998K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
700New |
$35.4K - $42.8K
|
700
$49.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
689+ 35.26% |
$34.8K - $42.2K
|
2.64K
$188K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
666+ 14.88% |
$33.7K - $40.7K
|
5.14K
$366K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
547New |
$27.7K - $33.5K
|
547
$39K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
546+ 217.53% |
$27.6K - $33.4K
|
797
$56.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
482+ 1.35% |
$24.4K - $29.5K
|
36.1K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
451+ 62.9% |
$22.8K - $27.6K
|
1.17K
$83.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
404+ 2.92% |
$20.4K - $24.7K
|
14.3K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
377New |
$19.1K - $23.1K
|
377
$26.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
300+ 37.5% |
$15.2K - $18.4K
|
1.1K
$78.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
253+ 1.49% |
$12.8K - $15.5K
|
17.2K
$1.23M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
243New |
$12.3K - $14.9K
|
243
$17.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
240+ 2.22% |
$12.1K - $14.7K
|
11K
$786K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
224+ 1.09% |
$11.3K - $13.7K
|
20.7K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200+ 4.94% |
$10.1K - $12.2K
|
4.25K
$303K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
200New |
$10.1K - $12.2K
|
200
$14.3K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
188+ 2.18% |
$9.51K - $11.5K
|
8.8K
$627K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
142+ 417.65% |
$7.18K - $8.69K
|
176
$12.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
139+ 0.82% |
$7.03K - $8.5K
|
17.1K
$1.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
138+ 0.81% |
$6.98K - $8.44K
|
17.1K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
138New |
$6.98K - $8.44K
|
138
$9.84K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
105New |
$5.31K - $6.42K
|
105
$7.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
102+ 1.87% |
$5.16K - $6.24K
|
5.57K
$397K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
94New |
$4.75K - $5.75K
|
94
$6.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
75New |
$3.79K - $4.59K
|
75
$5.35K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
64+ 0.49% |
$3.24K - $3.92K
|
13.2K
$937K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
53+ 12.93% |
$2.68K - $3.24K
|
463
$33K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
50+ 2.79% |
$2.53K - $3.06K
|
1.84K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
48+ 0.16% |
$2.43K - $2.94K
|
29.2K
$2.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
44New |
$2.23K - $2.69K
|
44
$3.14K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 488.89% |
$2.23K - $2.69K
|
53
$3.78K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
40+ 0.96% |
$2.02K - $2.45K
|
4.21K
$300K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
40+ 0.86% |
$2.02K - $2.45K
|
4.72K
$336K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
34+ 100.0% |
$1.72K - $2.08K
|
68
$4.85K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
33New |
$1.67K - $2.02K
|
33
$2.35K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33+ 235.71% |
$1.67K - $2.02K
|
47
$3.35K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 2.0% |
$1.42K - $1.71K
|
1.43K
$102K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
28New |
$1.42K - $1.71K
|
28
$2K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27+ 50.94% |
$1.37K - $1.65K
|
80
$5.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 8.14% |
$1.21K - $1.47K
|
319
$22.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 39.22% |
$1.01K - $1.22K
|
71
$5.06K
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
19+ 0.42% |
$961 - $1.16K
|
4.54K
$323K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
17New |
$860 - $1.04K
|
17
$1.21K
|