Purchases and Sales Made in Q3 2022 in Donaldson CO Inc (DCI)
This table provides information about the institutional ownership of Donaldson CO Inc (DCI) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
63+ 0.68% |
$3K - $3.59K
|
9.38K
$678K
|
|
|
Nov 10, 2022
Q3 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
59+ 134.09% |
$2.81K - $3.36K
|
103
$7.44K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
57New |
$2.71K - $3.25K
|
57
$4.12K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
57New |
$2.71K - $3.25K
|
57
$4.12K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 29.51% |
$1.71K - $2.05K
|
158
$11.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
36+ 0.64% |
$1.71K - $2.05K
|
5.64K
$407K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
34New |
$1.62K - $1.94K
|
34
$2.46K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34New |
$1.62K - $1.94K
|
34
$2.46K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
31New |
$1.48K - $1.77K
|
31
$2.24K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 157.89% |
$1.43K - $1.71K
|
49
$3.54K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
28+ 52.83% |
$1.33K - $1.6K
|
81
$5.85K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
28New |
$1.33K - $1.6K
|
28
$2.02K
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
24+ 0.14% |
$1.14K - $1.37K
|
16.7K
$1.21M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22+ 2.56% |
$1.05K - $1.25K
|
882
$63.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
21+ 0.01% |
$1K - $1.2K
|
182K
$13.1M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
20+ 0.21% |
$952 - $1.14K
|
9.46K
$684K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13+ 0.15% |
$619 - $741
|
8.61K
$622K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11+ 0.03% |
$524 - $627
|
32.9K
$2.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 47.62% |
$476 - $570
|
31
$2.24K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 333.33% |
$476 - $570
|
13
$940
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 10.42% |
$476 - $570
|
106
$7.66K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.39% |
$143 - $171
|
765
$55.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 9.09% |
$95.2 - $114
|
24
$1.73K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$95.2 - $114
|
2
$145
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$95.2 - $114
|
2
$145
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1+ 0.0% |
$47.6 - $57
|
211K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$47.6 - $57
|
830
$60K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.95% |
$47.6 - $57
|
106
$7.66K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-2- 0.01% |
$95.2 - $114
|
14.9K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8- 0.02% |
$381 - $456
|
48.5K
$3.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8- 0.1% |
$381 - $456
|
8.1K
$585K
|
|
|
Nov 08, 2022
Q3 2022
|
Somerville Kurt F
|
SELL
|
- |
-10- 0.18% |
$476 - $570
|
5.69K
$411K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 4.31% |
$524 - $627
|
244
$17.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24- 0.52% |
$1.14K - $1.37K
|
4.6K
$333K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-29- 80.56% |
$1.38K - $1.65K
|
7
$506
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 3.61% |
$1.38K - $1.65K
|
774
$55.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-60- 2.53% |
$2.86K - $3.42K
|
2.31K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-65- 17.57% |
$3.09K - $3.71K
|
305
$22K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-70- 1.37% |
$3.33K - $3.99K
|
5.06K
$366K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-81- 16.5% |
$3.86K - $4.62K
|
410
$29.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Perkins Capital Management Inc
|
SELL
|
- |
-83- 0.83% |
$3.95K - $4.73K
|
9.88K
$714K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-92- 0.4% |
$4.38K - $5.25K
|
22.9K
$1.65M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-92- 0.4% |
$4.38K - $5.25K
|
22.9K
$1.65M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-104- 92.04% |
$4.95K - $5.93K
|
9
$651
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-109- 67.28% |
$5.19K - $6.22K
|
53
$3.83K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-113- 0.96% |
$5.38K - $6.44K
|
11.7K
$843K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-124- 11.8% |
$5.9K - $7.07K
|
927
$67K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-143- 3.37% |
$6.81K - $8.15K
|
4.1K
$296K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-160- 3.45% |
$7.62K - $9.12K
|
4.48K
$323K
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-165- 2.46% |
$7.86K - $9.41K
|
6.56K
$474K
|