Purchases and Sales Made in Q4 2025 in Donaldson CO Inc (DCI)
This table provides information about the institutional ownership of Donaldson CO Inc (DCI) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
22.5K+ 2.43% |
$1.8M - $1.98M
|
947K
$81M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
18.6KNew |
$1.48M - $1.64M
|
18.6K
$1.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.79KNew |
$223K - $246K
|
2.79K
$239K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.78KNew |
$222K - $245K
|
2.78K
$238K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.53KNew |
$202K - $223K
|
2.53K
$217K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2.4KNew |
$191K - $211K
|
2.4K
$205K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.73K+ 0.8% |
$138K - $153K
|
217K
$18.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.46K+ 42.23% |
$117K - $129K
|
4.92K
$421K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.22K+ 31.58% |
$97.1K - $107K
|
5.07K
$433K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
991+ 3.17% |
$79.2K - $87.4K
|
32.3K
$2.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
514+ 11.33% |
$41.1K - $45.3K
|
5.05K
$432K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
305+ 11.9% |
$24.4K - $26.9K
|
2.87K
$245K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
304+ 11.42% |
$24.3K - $26.8K
|
2.97K
$254K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
252+ 20.88% |
$20.1K - $22.2K
|
1.46K
$125K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
118+ 3.55% |
$9.43K - $10.4K
|
3.44K
$294K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37New |
$2.96K - $3.26K
|
37
$3.17K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 30.48% |
$2.56K - $2.82K
|
137
$11.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27New |
$2.16K - $2.38K
|
27
$2.31K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
15+ 0.56% |
$1.2K - $1.32K
|
2.68K
$230K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.24% |
$719 - $794
|
3.75K
$321K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 19.44% |
$559 - $617
|
43
$3.68K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 2.48% |
$559 - $617
|
289
$24.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
6+ 33.33% |
$479 - $529
|
24
$2.05K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.37% |
$240 - $265
|
805
$68.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 9.52% |
$160 - $176
|
23
$1.97K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 12.5% |
$160 - $176
|
18
$1.54K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 0.62% |
$160 - $176
|
327
$28K
|
|
|
Jan 09, 2026
Q4 2025
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-180- 0.07% |
$14.4K - $15.9K
|
270K
$23.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-250- 1.02% |
$20K - $22.1K
|
24.3K
$2.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-269- 5.37% |
$21.5K - $23.7K
|
4.74K
$406K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.93% |
$24K - $26.5K
|
32.1K
$2.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-306- 2.95% |
$24.4K - $27K
|
10.1K
$863K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-342- 9.25% |
$27.3K - $30.2K
|
3.36K
$287K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-367- 11.62% |
$29.3K - $32.4K
|
2.79K
$239K
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-400- 1.3% |
$32K - $35.3K
|
30.4K
$2.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-402- 7.41% |
$32.1K - $35.5K
|
5.03K
$430K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.87K- 0.87% |
$149K - $165K
|
212K
$18.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.65K- 13.49% |
$291K - $322K
|
23.4K
$2M
|
|
|
Jan 15, 2026
Q4 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-11.5K- 7.62% |
$919K - $1.01M
|
139K
$11.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-12.4K- 4.09% |
$993K - $1.1M
|
291K
$24.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-499K- 64.57% |
$39.8M - $44M
|
274K
$23.4M
|
|