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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65+ 9.77% |
$4.37K - $5.09K
|
730
$50.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
60+ 1.04% |
$4.04K - $4.7K
|
5.85K
$403K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
59New |
$3.97K - $4.62K
|
59
$4.06K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
52+ 12.94% |
$3.5K - $4.07K
|
454
$31.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
51+ 19.25% |
$3.43K - $3.99K
|
316
$21.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
49+ 6.68% |
$3.3K - $3.84K
|
782
$53.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
44+ 5.85% |
$2.96K - $3.44K
|
796
$54.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
39New |
$2.62K - $3.05K
|
39
$2.68K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 17.92% |
$2.56K - $2.97K
|
250
$17.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
37New |
$2.49K - $2.9K
|
37
$2.55K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
34New |
$2.29K - $2.66K
|
34
$2.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
32New |
$2.15K - $2.5K
|
32
$2.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
32New |
$2.15K - $2.5K
|
32
$2.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31+ 1.04% |
$2.09K - $2.43K
|
3.02K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30New |
$2.02K - $2.35K
|
30
$2.06K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
27+ 30.0% |
$1.82K - $2.11K
|
117
$8.05K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26+ 20.8% |
$1.75K - $2.04K
|
151
$10.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
22+ 30.14% |
$1.48K - $1.72K
|
95
$6.54K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 86.96% |
$1.35K - $1.57K
|
43
$2.96K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15New |
$1.01K - $1.17K
|
15
$1.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
14New |
$942 - $1.1K
|
14
$963
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
14New |
$942 - $1.1K
|
14
$963
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
14+ 0.07% |
$942 - $1.1K
|
20.9K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
13New |
$875 - $1.02K
|
13
$894
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
10+ 0.28% |
$673 - $783
|
3.56K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 80.0% |
$538 - $626
|
18
$1.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
8New |
$538 - $626
|
8
$550
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
7+ 8.33% |
$471 - $548
|
91
$6.26K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 27.27% |
$404 - $470
|
28
$1.93K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5New |
$336 - $391
|
5
$344
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$269 - $313
|
4
$275
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
4+ 7.55% |
$269 - $313
|
57
$3.92K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.43% |
$202 - $235
|
708
$48.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.38% |
$202 - $235
|
793
$54.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2+ 4.0% |
$135 - $157
|
52
$3.58K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$67.3 - $78.3
|
286
$19.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 2.63% |
$67.3 - $78.3
|
39
$2.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$67.3 - $78.3
|
374K
$25.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 6.12% |
$202 - $235
|
46
$3.16K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-7- 0.2% |
$471 - $548
|
3.44K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 2.45% |
$471 - $548
|
279
$19.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10- 0.2% |
$673 - $783
|
4.95K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 36.67% |
$740 - $861
|
19
$1.31K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11- 0.21% |
$740 - $861
|
5.22K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 8.07% |
$875 - $1.02K
|
148
$10.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-14- 26.92% |
$942 - $1.1K
|
38
$2.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-15- 0.31% |
$1.01K - $1.17K
|
4.77K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20- 0.51% |
$1.35K - $1.57K
|
3.91K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 36.36% |
$1.35K - $1.57K
|
35
$2.41K
|