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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
19.9KNew |
$1.16M - $1.33M
|
19.9K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
28.2KNew |
$1.64M - $1.88M
|
28.2K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
14New |
$818 - $936
|
14
$1.2K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-588- 13.66% |
$34.4K - $39.3K
|
3.72K
$318K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.49MNew |
$87.2M - $99.9M
|
1.49M
$128M
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.58KNew |
$268K - $307K
|
4.58K
$392K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
13+ 162.5% |
$759 - $870
|
21
$1.8K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
52+ 11.93% |
$3.04K - $3.48K
|
488
$41.8K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$234 - $268
|
4
$342
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.56K- 14.06% |
$91.1K - $104K
|
9.53K
$816K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
91New |
$5.32K - $6.09K
|
91
$7.79K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.02KNew |
$235K - $269K
|
4.02K
$344K
|
|
| Q4 2022 | |||||||
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.99K+ 20.12% |
$505K - $611K
|
59.6K
$5.1M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.35KNew |
$422K - $511K
|
8.35K
$714K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-24- 64.86% |
$1.21K - $1.47K
|
13
$1.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200+ 4.94% |
$10.1K - $12.2K
|
4.25K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
16.2KNew |
$817K - $989K
|
16.2K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-28.8K- 93.18% |
$1.46M - $1.76M
|
2.11K
$180K
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
18KNew |
$910K - $1.1M
|
18K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5+ 100.0% |
$253 - $306
|
10
$856
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
6.49KNew |
$328K - $397K
|
6.49K
$555K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-500- 5.05% |
$25.3K - $30.6K
|
9.4K
$804K
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.56KNew |
$230K - $279K
|
4.56K
$390K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.5KNew |
$177K - $214K
|
3.5K
$299K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
9+ 11.11% |
$455 - $551
|
90
$7.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
44New |
$2.23K - $2.69K
|
44
$3.77K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
75New |
$3.79K - $4.59K
|
75
$6.42K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-6.95K- 42.0% |
$352K - $425K
|
9.6K
$821K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
28New |
$1.42K - $1.71K
|
28
$2.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.32K- 0.72% |
$66.6K - $80.6K
|
181K
$15.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
377New |
$19.1K - $23.1K
|
377
$32.3K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
33New |
$1.67K - $2.02K
|
33
$2.82K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
243New |
$12.3K - $14.9K
|
243
$20.8K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-9.46K- 39.57% |
$450K - $539K
|
14.4K
$1.24M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
158+ 47.88% |
$7.52K - $9.01K
|
488
$41.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-300- 1.95% |
$14.3K - $17.1K
|
15.1K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
31New |
$1.48K - $1.77K
|
31
$2.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
4.33KNew |
$206K - $247K
|
4.33K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-23.1K- 5.9% |
$1.1M - $1.32M
|
369K
$31.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-19.6K- 2.99% |
$931K - $1.12M
|
636K
$54.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-219- 1.2% |
$10.4K - $12.5K
|
18.1K
$1.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.95% |
$47.6 - $57
|
106
$9.07K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
202New |
$9.62K - $11.5K
|
202
$17.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-29- 80.56% |
$1.38K - $1.65K
|
7
$599
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.74KNew |
$82.8K - $99.2K
|
1.74K
$149K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3.5KNew |
$167K - $200K
|
3.5K
$299K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
218New |
$10.4K - $12.4K
|
218
$18.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.18KNew |
$56.1K - $67.2K
|
1.18K
$101K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
28New |
$1.33K - $1.6K
|
28
$2.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$95.2 - $114
|
2
$171
|
|