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 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6New |
$344 - $395
|
6
$410
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
5New |
$287 - $330
|
5
$341
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 3.62% |
$287 - $330
|
143
$9.76K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
4+ 0.1% |
$229 - $264
|
3.88K
$265K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.39% |
$172 - $198
|
781
$53.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.33% |
$57.3 - $65.9
|
301
$20.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 0.02% |
$57.3 - $65.9
|
4.71K
$322K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 7.55% |
$229 - $264
|
49
$3.34K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 0.48% |
$344 - $395
|
1.25K
$85.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 1.56% |
$401 - $461
|
442
$30.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7- 1.56% |
$401 - $461
|
442
$30.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-10- 12.05% |
$573 - $659
|
73
$4.98K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 5.3% |
$917 - $1.05K
|
286
$19.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 6.97% |
$974 - $1.12K
|
227
$15.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-19- 0.01% |
$1.09K - $1.25K
|
166K
$11.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20- 3.74% |
$1.15K - $1.32K
|
515
$35.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-25- 0.06% |
$1.43K - $1.65K
|
43.3K
$2.95M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-35- 28.69% |
$2.01K - $2.31K
|
87
$5.94K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-35- 0.03% |
$2.01K - $2.31K
|
137K
$9.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-35- 28.69% |
$2.01K - $2.31K
|
87
$5.94K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-40- 0.15% |
$2.29K - $2.64K
|
26.8K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-50- 0.82% |
$2.87K - $3.3K
|
6.05K
$413K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-71- 76.34% |
$4.07K - $4.68K
|
22
$1.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-79- 32.78% |
$4.53K - $5.21K
|
162
$11.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-84- 95.45% |
$4.81K - $5.54K
|
4
$273
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-87- 2.42% |
$4.99K - $5.73K
|
3.51K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-89- 1.43% |
$5.1K - $5.87K
|
6.12K
$418K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-99- 2.91% |
$5.67K - $6.52K
|
3.3K
$226K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.97% |
$5.73K - $6.59K
|
10.2K
$694K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-116- 2.32% |
$6.65K - $7.64K
|
4.88K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-117- 42.09% |
$6.7K - $7.71K
|
161
$11K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-125- 2.63% |
$7.16K - $8.24K
|
4.63K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-136- 1.38% |
$7.79K - $8.96K
|
9.71K
$663K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-140- 3.91% |
$8.02K - $9.23K
|
3.44K
$235K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-144- 4.68% |
$8.25K - $9.49K
|
2.93K
$200K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-154- 1.2% |
$8.82K - $10.1K
|
12.7K
$867K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-154- 0.78% |
$8.82K - $10.1K
|
19.5K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-180- 1.67% |
$10.3K - $11.9K
|
10.6K
$725K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-188- 0.75% |
$10.8K - $12.4K
|
24.9K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-191- 4.22% |
$10.9K - $12.6K
|
4.33K
$296K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-193- 0.87% |
$11.1K - $12.7K
|
22K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-193- 0.33% |
$11.1K - $12.7K
|
58K
$3.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-202- 4.19% |
$11.6K - $13.3K
|
4.62K
$315K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-202- 5.42% |
$11.6K - $13.3K
|
3.53K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-240- 62.66% |
$13.8K - $15.8K
|
143
$9.76K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-258- 6.85% |
$14.8K - $17K
|
3.51K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-265- 0.95% |
$15.2K - $17.5K
|
27.6K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-266- 1.72% |
$15.2K - $17.5K
|
15.2K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-279- 0.95% |
$16K - $18.4K
|
29K
$1.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-292- 7.45% |
$16.7K - $19.2K
|
3.63K
$248K
|