Latest Institutional Purchases of Donaldson CO Inc (DCI)
This list provides information on the latest institutional transactions involving Donaldson CO Inc (DCI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
66New |
$3.86K - $4.31K
|
66
$5.65K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
63New |
$3.68K - $4.11K
|
63
$5.39K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
48New |
$2.8K - $3.13K
|
48
$4.11K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
21New |
$1.23K - $1.37K
|
21
$1.8K
|
|
| Q1 2023 | |||||||
|
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 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
28.2KNew |
$1.64M - $1.88M
|
28.2K
$2.41M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
21.5KNew |
$1.26M - $1.44M
|
21.5K
$1.84M
|
|
|
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 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.7KNew |
$275K - $314K
|
4.7K
$402K
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.58KNew |
$268K - $307K
|
4.58K
$392K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.02KNew |
$235K - $269K
|
4.02K
$344K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
91New |
$5.32K - $6.09K
|
91
$7.79K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
52+ 11.93% |
$3.04K - $3.48K
|
488
$41.8K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
14New |
$818 - $936
|
14
$1.2K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
13+ 162.5% |
$759 - $870
|
21
$1.8K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$234 - $268
|
4
$342
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.18% |
$58.4 - $66.9
|
548
$46.9K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
18KNew |
$910K - $1.1M
|
18K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
16.2KNew |
$817K - $989K
|
16.2K
$1.38M
|
|
|
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 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
6.49KNew |
$328K - $397K
|
6.49K
$555K
|
|
|
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 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
377New |
$19.1K - $23.1K
|
377
$32.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
243New |
$12.3K - $14.9K
|
243
$20.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200+ 4.94% |
$10.1K - $12.2K
|
4.25K
$363K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
75New |
$3.79K - $4.59K
|
75
$6.42K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
44New |
$2.23K - $2.69K
|
44
$3.77K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
33New |
$1.67K - $2.02K
|
33
$2.82K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
28New |
$1.42K - $1.71K
|
28
$2.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
9+ 11.11% |
$455 - $551
|
90
$7.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5+ 100.0% |
$253 - $306
|
10
$856
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
4.33KNew |
$206K - $247K
|
4.33K
$370K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3.5KNew |
$167K - $200K
|
3.5K
$299K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.74KNew |
$82.8K - $99.2K
|
1.74K
$149K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.18KNew |
$56.1K - $67.2K
|
1.18K
$101K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
240New |
$11.4K - $13.7K
|
240
$20.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
218New |
$10.4K - $12.4K
|
218
$18.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
202New |
$9.62K - $11.5K
|
202
$17.3K
|
|
|
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
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
31New |
$1.48K - $1.77K
|
31
$2.65K
|
|
|
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
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.95% |
$47.6 - $57
|
106
$9.07K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
321KNew |
$14.8M - $17.2M
|
321K
$27.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
12.1KNew |
$561K - $651K
|
12.1K
$1.04M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
836New |
$38.7K - $44.8K
|
836
$71.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
320New |
$14.8K - $17.2K
|
320
$27.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
212New |
$9.81K - $11.4K
|
212
$18.1K
|
|