Purchases and Sales Made in Q4 2023 in Donaldson CO Inc (DCI)
This table provides information about the institutional ownership of Donaldson CO Inc (DCI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
550+ 0.92% |
$31.5K - $36.2K
|
60.5K
$4.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
510+ 0.53% |
$29.2K - $33.6K
|
97K
$6.62M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
492+ 50.93% |
$28.2K - $32.4K
|
1.46K
$99.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
449+ 25.94% |
$25.7K - $29.6K
|
2.18K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
442New |
$25.3K - $29.1K
|
442
$30.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
418New |
$24K - $27.5K
|
418
$28.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
402+ 32.5% |
$23K - $26.5K
|
1.64K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
398+ 3.22% |
$22.8K - $26.2K
|
12.8K
$872K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
389+ 49.68% |
$22.3K - $25.6K
|
1.17K
$80K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
375+ 0.79% |
$21.5K - $24.7K
|
48.1K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
368New |
$21.1K - $24.3K
|
368
$25.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
325+ 3.39% |
$18.6K - $21.4K
|
9.92K
$677K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
323+ 3.55% |
$18.5K - $21.3K
|
9.41K
$642K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
313+ 1.16% |
$17.9K - $20.6K
|
27.2K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
311+ 3.62% |
$17.8K - $20.5K
|
8.9K
$608K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
298+ 65.49% |
$17.1K - $19.6K
|
753
$51.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
261+ 0.31% |
$15K - $17.2K
|
84.4K
$5.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
216New |
$12.4K - $14.2K
|
216
$14.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
182New |
$10.4K - $12K
|
182
$12.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
178+ 2542.86% |
$10.2K - $11.7K
|
185
$12.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
177New |
$10.1K - $11.7K
|
177
$12.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
174+ 58.19% |
$9.97K - $11.5K
|
473
$32.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
169+ 889.47% |
$9.68K - $11.1K
|
188
$12.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
158+ 2.18% |
$9.05K - $10.4K
|
7.42K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
124New |
$7.11K - $8.17K
|
124
$8.46K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
121+ 7.59% |
$6.93K - $7.97K
|
1.72K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
118+ 116.83% |
$6.76K - $7.78K
|
219
$14.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
110+ 5.13% |
$6.3K - $7.25K
|
2.26K
$154K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.29% |
$5.73K - $6.59K
|
34.1K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.48% |
$5.73K - $6.59K
|
21K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
90New |
$5.16K - $5.93K
|
90
$6.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
85+ 0.87% |
$4.87K - $5.6K
|
9.86K
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67+ 21.0% |
$3.84K - $4.42K
|
386
$26.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
66+ 1.13% |
$3.78K - $4.35K
|
5.88K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
54New |
$3.09K - $3.56K
|
54
$3.69K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
54+ 6.68% |
$3.09K - $3.56K
|
862
$58.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38New |
$2.18K - $2.5K
|
38
$2.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
37+ 20.9% |
$2.12K - $2.44K
|
214
$14.6K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
34+ 100.0% |
$1.95K - $2.24K
|
68
$4.64K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34+ 0.38% |
$1.95K - $2.24K
|
9.03K
$616K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
30New |
$1.72K - $1.98K
|
30
$2.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
29+ 0.52% |
$1.66K - $1.91K
|
5.62K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28+ 0.51% |
$1.6K - $1.85K
|
5.49K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
26+ 0.32% |
$1.49K - $1.71K
|
8.22K
$561K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
24New |
$1.38K - $1.58K
|
24
$1.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 3.74% |
$1.2K - $1.38K
|
582
$39.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
19New |
$1.09K - $1.25K
|
19
$1.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18New |
$1.03K - $1.19K
|
18
$1.23K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$573 - $659
|
4.55K
$310K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9New |
$516 - $593
|
9
$614
|