Latest Institutional Transactions on Donaldson CO Inc (DCI)
This table provides information on the latest institutional transactions involving Donaldson CO Inc (DCI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
150+ 0.42% |
$8.85K - $9.73K
|
35.7K
$2.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
10KNew |
$590K - $649K
|
10K
$679K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.91KNew |
$172K - $189K
|
2.91K
$198K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 32.26% |
$590 - $649
|
21
$1.43K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
120New |
$7.08K - $7.78K
|
120
$8.15K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-589- 3.62% |
$34.8K - $38.2K
|
15.7K
$1.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2K+ 12.31% |
$118K - $130K
|
18.3K
$1.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8- 50.0% |
$472 - $519
|
8
$543
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
78New |
$4.6K - $5.06K
|
78
$5.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
186+ 4.26% |
$11K - $12.1K
|
4.55K
$309K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
641New |
$37.8K - $41.6K
|
641
$43.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 7.14% |
$118 - $130
|
30
$2.04K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-125- 2.18% |
$7.38K - $8.11K
|
5.6K
$380K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-66- 9.98% |
$3.86K - $4.31K
|
595
$40.4K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.67K- 28.14% |
$214K - $239K
|
9.36K
$636K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
48New |
$2.8K - $3.13K
|
48
$3.26K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
21New |
$1.23K - $1.37K
|
21
$1.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-10K- 74.17% |
$586K - $655K
|
3.5K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
676New |
$39.5K - $44.1K
|
676
$45.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-73.1K- 55.19% |
$4.27M - $4.77M
|
59.3K
$4.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-4K- 40.0% |
$234K - $261K
|
6K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
5.73KNew |
$334K - $374K
|
5.73K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
66New |
$3.86K - $4.31K
|
66
$4.48K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
13.9KNew |
$810K - $905K
|
13.9K
$942K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
631New |
$36.9K - $41.2K
|
631
$42.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
22+ 0.13% |
$1.29K - $1.44K
|
17K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
38.5KNew |
$2.25M - $2.51M
|
38.5K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
85.8KNew |
$5.01M - $5.6M
|
85.8K
$5.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-23.9K- 64.9% |
$1.39M - $1.56M
|
12.9K
$876K
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
9.52K+ 1381.28% |
$556K - $621K
|
10.2K
$693K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45New |
$2.63K - $2.94K
|
45
$3.06K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
34.3KNew |
$2M - $2.24M
|
34.3K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-795- 5.32% |
$46.4K - $51.9K
|
14.2K
$961K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
669+ 14.58% |
$39.1K - $43.7K
|
5.26K
$357K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
200New |
$11.7K - $13.1K
|
200
$13.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
63New |
$3.68K - $4.11K
|
63
$4.28K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-3.48K- 50.0% |
$203K - $227K
|
3.48K
$236K
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
12.5KNew |
$733K - $819K
|
12.5K
$852K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.3KNew |
$134K - $150K
|
2.3K
$156K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
168New |
$9.81K - $11K
|
168
$11.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
41.9KNew |
$2.45M - $2.74M
|
41.9K
$2.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-77- 1.93% |
$4.5K - $5.03K
|
3.92K
$266K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
350New |
$20.4K - $22.8K
|
350
$23.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
19KNew |
$1.11M - $1.24M
|
19K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.97K- 72.52% |
$115K - $128K
|
745
$50.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
779+ 2.38% |
$45.5K - $50.8K
|
33.5K
$2.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-66- 32.04% |
$3.86K - $4.31K
|
140
$9.51K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
310+ 6.98% |
$18.1K - $20.2K
|
4.75K
$323K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 8.33% |
$117 - $131
|
22
$1.49K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
411+ 33.07% |
$24K - $26.8K
|
1.65K
$112K
|
|