Purchases and Sales Made in Q4 2024 in Donaldson CO Inc (DCI)
This table provides information about the institutional ownership of Donaldson CO Inc (DCI) during Q4 2024. 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 14, 2025
Q4 2024
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
4.82KNew |
$324K - $377K
|
4.82K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.82KNew |
$324K - $377K
|
4.82K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.73KNew |
$318K - $370K
|
4.73K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.63K+ 49.73% |
$311K - $362K
|
13.9K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.4K+ 22.42% |
$296K - $344K
|
24K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
4.3KNew |
$289K - $336K
|
4.3K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
4.29KNew |
$289K - $336K
|
4.29K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.25K+ 51.54% |
$286K - $332K
|
12.5K
$859K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
4.02KNew |
$271K - $315K
|
4.02K
$277K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3.67KNew |
$247K - $287K
|
3.67K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.59KNew |
$241K - $281K
|
3.59K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.5KNew |
$235K - $274K
|
3.5K
$241K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.33K+ 26.05% |
$224K - $260K
|
16.1K
$1.11M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.09KNew |
$208K - $242K
|
3.09K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.09K+ 41.31% |
$208K - $242K
|
10.6K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.99KNew |
$201K - $234K
|
2.99K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.98KNew |
$200K - $233K
|
2.98K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.78K+ 6.14% |
$187K - $218K
|
48.1K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.71K+ 1.91% |
$182K - $212K
|
145K
$9.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.64K+ 17.76% |
$177K - $206K
|
17.5K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 55.46% |
$171K - $199K
|
7.12K
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.52K+ 52.87% |
$169K - $197K
|
7.28K
$500K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.51K+ 5.63% |
$169K - $196K
|
47.1K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
2.3K+ 41.07% |
$155K - $180K
|
7.9K
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.27K+ 56.25% |
$152K - $177K
|
6.29K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.24K+ 8.75% |
$150K - $175K
|
27.8K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.18K+ 2.17% |
$147K - $171K
|
103K
$7.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.17K+ 72.59% |
$146K - $170K
|
5.16K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.1K+ 10.59% |
$141K - $164K
|
21.9K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.98K+ 729.89% |
$133K - $155K
|
2.25K
$155K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.96K+ 5.59% |
$132K - $153K
|
37K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.89K+ 0.12% |
$127K - $148K
|
1.59M
$110M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.86K+ 20.93% |
$125K - $146K
|
10.7K
$739K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.76K+ 22.07% |
$118K - $137K
|
9.71K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.74K+ 15.5% |
$117K - $136K
|
13K
$892K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.72K+ 82.73% |
$115K - $134K
|
3.79K
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.7K+ 32.12% |
$115K - $133K
|
7.01K
$482K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.67K+ 0.22% |
$113K - $131K
|
762K
$52.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.57KNew |
$105K - $122K
|
1.57K
$108K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.47K+ 2.22% |
$99.1K - $115K
|
67.8K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.43K+ 4.78% |
$96.5K - $112K
|
31.5K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.35KNew |
$90.8K - $106K
|
1.35K
$92.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.33K+ 94.54% |
$89.8K - $104K
|
2.75K
$189K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.3K+ 3.92% |
$87.5K - $102K
|
34.4K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
1.29K+ 43.08% |
$87.1K - $101K
|
4.3K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 0.21% |
$85.8K - $99.9K
|
601K
$41.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.09K+ 4.76% |
$73.3K - $85.2K
|
23.9K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
916+ 6.97% |
$61.6K - $71.7K
|
14.1K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
874New |
$58.8K - $68.4K
|
874
$60.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
856+ 2.68% |
$57.6K - $67K
|
32.9K
$2.26M
|