Purchases and Sales Made in Q2 2024 in Donaldson CO Inc (DCI)
This table provides information about the institutional ownership of Donaldson CO Inc (DCI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
79+ 0.27% |
$5.62K - $5.97K
|
29.2K
$1.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
78+ 1.79% |
$5.55K - $5.89K
|
4.43K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
76+ 44.44% |
$5.4K - $5.74K
|
247
$15.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
69+ 0.46% |
$4.91K - $5.21K
|
15K
$948K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
69+ 0.26% |
$4.91K - $5.21K
|
26.9K
$1.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
65+ 43.92% |
$4.62K - $4.91K
|
213
$13.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62+ 3.18% |
$4.41K - $4.68K
|
2.01K
$127K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
56+ 1.02% |
$3.98K - $4.23K
|
5.53K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
52New |
$3.7K - $3.93K
|
52
$3.29K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
50New |
$3.55K - $3.78K
|
50
$3.17K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
43+ 0.59% |
$3.06K - $3.25K
|
7.32K
$463K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43+ 7.26% |
$3.06K - $3.25K
|
635
$40.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
42New |
$2.99K - $3.17K
|
42
$2.66K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
41+ 117.14% |
$2.91K - $3.1K
|
76
$4.81K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
39+ 79.59% |
$2.77K - $2.95K
|
88
$5.57K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
34New |
$2.42K - $2.57K
|
34
$2.15K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
32+ 0.21% |
$2.27K - $2.42K
|
15K
$948K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
28+ 0.01% |
$1.99K - $2.12K
|
208K
$13.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26New |
$1.85K - $1.96K
|
26
$1.65K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
25+ 0.13% |
$1.78K - $1.89K
|
18.9K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.67% |
$1.49K - $1.59K
|
3.15K
$200K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
20+ 22.73% |
$1.42K - $1.51K
|
108
$6.84K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.1% |
$1.28K - $1.36K
|
18.6K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 1.38% |
$1.14K - $1.21K
|
1.17K
$74.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16+ 29.63% |
$1.14K - $1.21K
|
70
$4.43K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 13.04% |
$1.07K - $1.13K
|
130
$8.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.96% |
$1.07K - $1.13K
|
781
$49.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14+ 0.28% |
$995 - $1.06K
|
4.95K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
11+ 0.05% |
$782 - $831
|
21K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
5+ 0.14% |
$355 - $378
|
3.54K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
5+ 0.02% |
$355 - $378
|
28.5K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$284 - $302
|
4
$253
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
4+ 0.1% |
$284 - $302
|
3.88K
$246K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.43% |
$213 - $227
|
703
$44.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3+ 0.76% |
$213 - $227
|
398
$25.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 15.79% |
$213 - $227
|
22
$1.39K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.38% |
$213 - $227
|
787
$49.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.01% |
$213 - $227
|
33.9K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
3+ 0.76% |
$213 - $227
|
398
$25.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.42% |
$142 - $151
|
476
$30.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 10.0% |
$142 - $151
|
22
$1.39K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2New |
$142 - $151
|
2
$127
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$71.1 - $75.6
|
284
$18K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.03% |
$71.1 - $75.6
|
3.11K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 3.92% |
$142 - $151
|
49
$3.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.28% |
$213 - $227
|
1.05K
$66.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 1.86% |
$213 - $227
|
158
$10K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-4- 11.43% |
$284 - $302
|
31
$1.96K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7- 0.13% |
$498 - $529
|
5.45K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-7- 3.27% |
$498 - $529
|
207
$13.1K
|