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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17+ 16.04% |
$860 - $1.04K
|
123
$8.51K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 123.08% |
$809 - $979
|
29
$2.01K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
15+ 0.23% |
$759 - $918
|
6.65K
$460K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
15+ 0.31% |
$759 - $918
|
4.88K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 9.49% |
$759 - $918
|
173
$12K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13+ 0.13% |
$657 - $795
|
10.4K
$717K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
9+ 11.11% |
$455 - $551
|
90
$6.23K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
6+ 300.0% |
$303 - $367
|
8
$553
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5+ 100.0% |
$253 - $306
|
10
$692
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$253 - $306
|
5
$346
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4New |
$202 - $245
|
4
$277
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
4+ 0.01% |
$202 - $245
|
44.9K
$3.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.52% |
$202 - $245
|
769
$53.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$101 - $122
|
4.61K
$319K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$50.6 - $61.2
|
1
$69.2
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1- 0.08% |
$50.6 - $61.2
|
1.24K
$86K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 3.51% |
$101 - $122
|
55
$3.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-11- 0.47% |
$556 - $673
|
2.34K
$162K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-16- 0.27% |
$809 - $979
|
6K
$415K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17- 0.15% |
$860 - $1.04K
|
11.6K
$806K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 1.27% |
$1.01K - $1.22K
|
1.56K
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-24- 64.86% |
$1.21K - $1.47K
|
13
$899
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-29- 9.51% |
$1.47K - $1.77K
|
276
$19.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-31- 9.39% |
$1.57K - $1.9K
|
299
$20.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-36- 0.64% |
$1.82K - $2.2K
|
5.6K
$387K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-43- 4.64% |
$2.17K - $2.63K
|
884
$61.1K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-44- 0.25% |
$2.23K - $2.69K
|
17.5K
$1.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-59- 0.91% |
$2.98K - $3.61K
|
6.42K
$444K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-64- 0.1% |
$3.24K - $3.92K
|
66.4K
$4.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-69- 1.27% |
$3.49K - $4.22K
|
5.38K
$372K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-87- 0.92% |
$4.4K - $5.32K
|
9.38K
$649K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-92- 11.36% |
$4.65K - $5.63K
|
718
$49.7K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-100- 1.22% |
$5.06K - $6.12K
|
8.1K
$560K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.3% |
$5.06K - $6.12K
|
32.8K
$2.27M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-122- 0.19% |
$6.17K - $7.46K
|
64.8K
$4.49M
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-126- 0.65% |
$6.37K - $7.71K
|
19.2K
$1.33M
|
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
SELL
|
- |
-130- 3.01% |
$6.57K - $7.95K
|
4.19K
$290K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-134- 8.66% |
$6.78K - $8.2K
|
1.41K
$97.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-135- 3.29% |
$6.83K - $8.26K
|
3.96K
$274K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-138- 1.78% |
$6.98K - $8.44K
|
7.62K
$527K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-140- 0.39% |
$7.08K - $8.57K
|
35.5K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-147- 3.45% |
$7.43K - $8.99K
|
4.12K
$285K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150- 19.23% |
$7.59K - $9.18K
|
630
$43.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-150- 3.6% |
$7.59K - $9.18K
|
4.01K
$277K
|
|
|
Feb 06, 2023
Q4 2022
|
Oak Thistle LLC
|
SELL
|
- |
-156- 3.81% |
$7.89K - $9.54K
|
3.94K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-156- 1.06% |
$7.89K - $9.54K
|
14.5K
$1.01M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 0.87% |
$10.1K - $12.2K
|
22.7K
$1.57M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-200- 0.87% |
$10.1K - $12.2K
|
22.7K
$1.57M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-204- 4.85% |
$10.3K - $12.5K
|
4K
$277K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-211- 12.34% |
$10.7K - $12.9K
|
1.5K
$104K
|