Purchases and Sales Made in Q4 2021 in Donaldson CO Inc (DCI)
This table provides information about the institutional ownership of Donaldson CO Inc (DCI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
14New |
$775 - $873
|
14
$939
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
13+ 650.0% |
$720 - $811
|
15
$1.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
8+ 0.06% |
$443 - $499
|
12.7K
$849K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 23.81% |
$277 - $312
|
26
$1.74K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.4% |
$166 - $187
|
755
$50.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$111 - $125
|
2
$134
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$55.4 - $62.4
|
826
$55.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$55.4 - $62.4
|
2.01K
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.03% |
$55.4 - $62.4
|
3.59K
$241K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4Closed |
$221 - $250
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-6- 0.02% |
$332 - $374
|
29.7K
$1.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-8- 0.1% |
$443 - $499
|
8.33K
$558K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-8- 0.12% |
$443 - $499
|
6.73K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8Closed |
$443 - $499
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-10- 0.26% |
$554 - $624
|
3.84K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 8.4% |
$609 - $686
|
120
$8.05K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-18- 25.71% |
$996 - $1.12K
|
52
$3.49K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-23- 0.04% |
$1.27K - $1.43K
|
61.3K
$4.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-24- 3.1% |
$1.33K - $1.5K
|
750
$50.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-32- 0.72% |
$1.77K - $2K
|
4.42K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-36- 0.39% |
$1.99K - $2.25K
|
9.2K
$617K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-45Closed |
$2.49K - $2.81K
|
0
$0
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-48Closed |
$2.66K - $2.99K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-54- 0.78% |
$2.99K - $3.37K
|
6.84K
$459K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-65- 23.64% |
$3.6K - $4.05K
|
210
$14.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-78Closed |
$4.32K - $4.87K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-82- 0.47% |
$4.54K - $5.12K
|
17.3K
$1.16M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-96Closed |
$5.31K - $5.99K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-97- 1.61% |
$5.37K - $6.05K
|
5.94K
$398K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.32% |
$5.54K - $6.24K
|
31.3K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.44% |
$5.54K - $6.24K
|
22.7K
$1.52M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-103- 0.26% |
$5.7K - $6.43K
|
39.5K
$2.65M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-136- 29.89% |
$7.53K - $8.48K
|
319
$21.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
SELL
|
- |
-150- 2.48% |
$8.3K - $9.36K
|
5.9K
$396K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-169- 0.15% |
$9.35K - $10.5K
|
111K
$7.41M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-177- 10.95% |
$9.8K - $11K
|
1.44K
$96.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-179- 0.51% |
$9.91K - $11.2K
|
34.6K
$2.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-192- 1.7% |
$10.6K - $12K
|
11.1K
$742K
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-200- 0.03% |
$11.1K - $12.5K
|
770K
$51.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.63% |
$11.1K - $12.5K
|
31.8K
$2.13M
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-206- 1.54% |
$11.4K - $12.9K
|
13.1K
$880K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-231Closed |
$12.8K - $14.4K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-237- 46.29% |
$13.1K - $14.8K
|
275
$18.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-241- 2.78% |
$13.3K - $15K
|
8.41K
$564K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-247- 42.59% |
$13.7K - $15.4K
|
333
$22.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-250- 0.71% |
$13.8K - $15.6K
|
34.7K
$2.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-255- 50.0% |
$14.1K - $15.9K
|
255
$17.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-256- 1.23% |
$14.2K - $16K
|
20.5K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-273Closed |
$15.1K - $17K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-280- 5.97% |
$15.5K - $17.5K
|
4.41K
$296K
|