Donaldson Ownership 2024 | Who Owns Donaldson Now?
Institutional Ownership
64.78%
Insider Ownership
0.52%
Retail Ownership
34.70%
Institutional Holders
368.00
Donaldson Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 10.50% | 0.02% | 12,689,281 | -28,082 | -0.22% | 908,044,948 | Jun 30, 2024 |
BLACKROCK INC. | 8.94% | 0.02% | 10,801,720 | -488,488 | -4.33% | 772,971,049 | Jun 30, 2024 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 7.80% | 0.61% | 9,426,592 | -136,994 | -1.43% | 674,566,924 | Jun 30, 2024 |
STATE STREET CORP | 4.49% | 0.02% | 5,419,641 | -171,012 | -3.06% | 387,829,510,000 | Jun 30, 2024 |
FMR LLC | 3.59% | 0.02% | 4,335,729 | -230,683 | -5.05% | 310,264,779 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 2.41% | 0.06% | 2,908,505 | 19,797 | 0.69% | 208,132,617 | Jun 30, 2024 |
BOSTON TRUST WALDEN CORP | 2.32% | 1.49% | 2,801,417 | 3,320 | 0.12% | 200,469,370 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.93% | 0.01% | 2,330,723 | 117,939 | 5.33% | 166,825,201 | Jun 30, 2024 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.56% | 0.33% | 1,884,187 | 32,964 | 1.78% | 134,832,431 | Jun 30, 2024 |
FIDUCIARY MANAGEMENT INC /WI/ | 1.53% | 1.23% | 1,843,067 | 12,092 | 0.66% | 131,889,875 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 1.40% | 0.07% | 1,691,903 | 75,733 | 4.69% | 121,072,578 | Jun 30, 2024 |
TD ASSET MANAGEMENT INC | 1.33% | 0.11% | 1,605,856 | -314,795 | -16.39% | 114,915,055 | Jun 30, 2024 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1.29% | 0.48% | 1,554,282 | 7,794 | 0.50% | 111,224,399 | Jun 30, 2024 |
MAIRS & POWER INC | 1.24% | 1.04% | 1,498,820 | -102,211 | -6.38% | 107,255,526 | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.21% | 0.17% | 1,462,194 | -904,933 | -38.23% | 104,634,579 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 1.15% | 0.05% | 1,388,500 | -644 | -0.05% | 99,360,243 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.08% | 0.02% | 1,310,372 | 153,342 | 13.25% | 93,769,920 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.06% | 0.02% | 1,285,130 | 9,143 | 0.72% | 91,963,879 | Jun 30, 2024 |
MORGAN STANLEY | 1.05% | 0.01% | 1,274,026 | -18,893 | -1.46% | 91,169,518 | Jun 30, 2024 |
EPOCH INVESTMENT PARTNERS, INC. | 1.04% | 0.41% | 1,259,479 | -72,238 | -5.42% | 90,128,317 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MCDANIEL TERRY & CO | 0.42% | 3.18% | 509,241 | 5,551 | 1.10% | 36,441,000 | Jun 30, 2024 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 0.39% | 2.50% | 468,660 | -204,253 | -30.35% | 33,537,310 | Jun 30, 2024 |
CLOSE ASSET MANAGEMENT LTD | 0.84% | 2.46% | 1,010,659 | 486,779 | 92.92% | 72,308,000 | Jun 30, 2024 |
EAGLE RIDGE INVESTMENT MANAGEMENT | 0.28% | 2.26% | 340,583 | 1,127 | 0.33% | 24,372,119 | Jun 30, 2024 |
BOSTON TRUST WALDEN CORP | 2.32% | 1.49% | 2,801,417 | 3,320 | 0.12% | 200,469,370 | Jun 30, 2024 |
SFE INVESTMENT COUNSEL | 0.07% | 1.33% | 83,608 | -248 | -0.30% | 5,982,988 | Jun 30, 2024 |
FIDUCIARY MANAGEMENT INC /WI/ | 1.53% | 1.23% | 1,843,067 | 12,092 | 0.66% | 131,889,875 | Jun 30, 2024 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 0.25% | 1.14% | 307,731 | 4,000 | 1.32% | 22,021,230 | Jun 30, 2024 |
ROTHSCHILD CAPITAL PARTNERS, LLC | 0.04% | 1.11% | 54,353 | - | - | 3,889,501 | Jun 30, 2024 |
VALUES FIRST ADVISORS, INC. | 0.02% | 1.09% | 25,421 | -2,693 | -9.58% | 1,819,093 | Jun 30, 2024 |
MAIRS & POWER INC | 1.24% | 1.04% | 1,498,820 | -102,211 | -6.38% | 107,255,526 | Jun 30, 2024 |
GENEVA CAPITAL MANAGEMENT LLC | 0.58% | 0.92% | 705,894 | -16,495 | -2.28% | 50,513,802 | Jun 30, 2024 |
ISAM FUNDS (UK) LTD | 0.01% | 0.84% | 15,714 | 12,155 | 341.53% | 1,124,494 | Jun 30, 2024 |
HEARTLAND ADVISORS INC | 0.17% | 0.84% | 209,602 | -18,245 | -8.01% | 14,999,119 | Jun 30, 2024 |
ICW INVESTMENT ADVISORS LLC | 0.02% | 0.72% | 22,062 | -347 | -1.55% | 1,578,730 | Jun 30, 2024 |
PALISADE ASSET MANAGEMENT, LLC | 0.08% | 0.68% | 91,250 | -7,620 | -7.71% | 6,529,850 | Jun 30, 2024 |
HARVEY INVESTMENT CO LLC | 0.06% | 0.63% | 73,519 | - | - | 5,261,000 | Jun 30, 2024 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 7.80% | 0.61% | 9,426,592 | -136,994 | -1.43% | 674,566,924 | Jun 30, 2024 |
PERKINS CAPITAL MANAGEMENT INC | 0.01% | 0.60% | 8,884 | - | - | 636,000 | Jun 30, 2024 |
WHITE PINE CAPITAL LLC | 0.02% | 0.57% | 21,002 | 11 | 0.05% | 1,502,903 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.83% | 0.01% | 997,874 | 997,874 | 100.00% | 71,407,863 | Jun 30, 2024 |
CLOSE ASSET MANAGEMENT LTD | 0.84% | 2.46% | 1,010,659 | 486,779 | 92.92% | 72,308,000 | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | 0.38% | 0.05% | 454,422 | 270,987 | 147.73% | 32,518,461 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 0.33% | 0.02% | 399,957 | 249,026 | 164.99% | 28,621,000 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.26% | 0.02% | 313,394 | 238,497 | 318.43% | 22,426,000 | Jun 30, 2024 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 0.17% | 0.05% | 199,663 | 199,663 | 100.00% | 14,287,884 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.36% | 0.05% | 436,030 | 188,751 | 76.33% | 31,202,307 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.36% | 0.01% | 436,455 | 187,393 | 75.24% | 31,232,720 | Jun 30, 2024 |
JUPITER ASSET MANAGEMENT LTD | 0.31% | 0.25% | 370,756 | 177,078 | 91.43% | 26,531,299 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.08% | 0.02% | 1,310,372 | 153,342 | 13.25% | 93,769,920 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.13% | 0.06% | 152,248 | 152,248 | 100.00% | 10,894,867 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.26% | 0.08% | 309,875 | 151,554 | 95.73% | 22,174,655 | Jun 30, 2024 |
ALGERT GLOBAL LLC | 0.12% | 0.35% | 146,346 | 137,498 | 1554.00% | 10,473,000 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.11% | 0.01% | 134,027 | 122,161 | 1029.50% | 9,590,972 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.93% | 0.01% | 2,330,723 | 117,939 | 5.33% | 166,825,201 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.62% | 0.08% | 754,631 | 117,874 | 18.51% | 53,963,630 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.89% | 0.01% | 1,069,975 | 102,487 | 10.59% | 76,567,411,000 | Jun 30, 2024 |
BLAIR WILLIAM & CO/IL | 0.08% | 0.02% | 97,619 | 88,623 | 985.14% | 6,985,631 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | 0.10% | 0.06% | 125,599 | 87,270 | 227.69% | 8,987,848 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 1.40% | 0.07% | 1,691,903 | 75,733 | 4.69% | 121,072,578 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.21% | 0.17% | 1,462,194 | -904,933 | -38.23% | 104,634,579 | Jun 30, 2024 |
BLACKROCK INC. | 8.94% | 0.02% | 10,801,720 | -488,488 | -4.33% | 772,971,049 | Jun 30, 2024 |
TD ASSET MANAGEMENT INC | 1.33% | 0.11% | 1,605,856 | -314,795 | -16.39% | 114,915,055 | Jun 30, 2024 |
APG ASSET MANAGEMENT N.V. | - | - | - | -269,800 | -100.00% | - | Jun 30, 2024 |
FMR LLC | 3.59% | 0.02% | 4,335,729 | -230,683 | -5.05% | 310,264,779 | Jun 30, 2024 |
UBS GROUP AG | 0.33% | 0.01% | 396,788 | -212,319 | -34.86% | 28,394,149 | Jun 30, 2024 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 0.39% | 2.50% | 468,660 | -204,253 | -30.35% | 33,537,310 | Jun 30, 2024 |
ASSENAGON ASSET MANAGEMENT S.A. | 0.05% | 0.01% | 56,435 | -172,903 | -75.39% | 4,038,489 | Jun 30, 2024 |
STATE STREET CORP | 4.49% | 0.02% | 5,419,641 | -171,012 | -3.06% | 387,829,510,000 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -159,457 | -100.00% | - | Jun 30, 2024 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 7.80% | 0.61% | 9,426,592 | -136,994 | -1.43% | 674,566,924 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.71% | 0.06% | 852,791 | -133,362 | -13.52% | 61,025,739 | Jun 30, 2024 |
EAGLE ASSET MANAGEMENT INC | 0.22% | 0.10% | 263,726 | -107,749 | -29.01% | 18,663,889 | Jun 30, 2024 |
MAIRS & POWER INC | 1.24% | 1.04% | 1,498,820 | -102,211 | -6.38% | 107,255,526 | Jun 30, 2024 |
BARCLAYS PLC | 0.06% | 0.00% | 70,170 | -95,431 | -57.63% | 5,022,000 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.09% | 0.02% | 108,057 | -88,122 | -44.92% | 7,727,000 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.00% | 0.00% | 5,189 | -75,557 | -93.57% | 371,325 | Jun 30, 2024 |
IMPAX ASSET MANAGEMENT GROUP PLC | 0.59% | 0.21% | 717,863 | -75,431 | -9.51% | 50,805,954 | Jun 30, 2024 |
EPOCH INVESTMENT PARTNERS, INC. | 1.04% | 0.41% | 1,259,479 | -72,238 | -5.42% | 90,128,317 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.66% | 0.03% | 802,274 | -60,478 | -7.01% | 57,410,305,000 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.83% | 0.01% | 997,874 | 997,874 | 100.00% | 71,407,863 | Jun 30, 2024 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 0.17% | 0.05% | 199,663 | 199,663 | 100.00% | 14,287,884 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.13% | 0.06% | 152,248 | 152,248 | 100.00% | 10,894,867 | Jun 30, 2024 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 0.04% | 0.00% | 46,049 | 46,049 | 100.00% | 3,295,266 | Jun 30, 2024 |
NEO IVY CAPITAL MANAGEMENT | 0.03% | 0.57% | 40,512 | 40,512 | 100.00% | 2,899,000 | Jun 30, 2024 |
BRIDGEWATER ASSOCIATES, LP | 0.02% | 0.01% | 29,257 | 29,257 | 100.00% | 2,093,631 | Jun 30, 2024 |
KINGSVIEW WEALTH MANAGEMENT, LLC | 0.02% | 0.04% | 25,435 | 25,435 | 100.00% | 1,820,101 | Jun 30, 2024 |
HANCOCK WHITNEY CORP | 0.02% | 0.05% | 18,741 | 18,741 | 100.00% | 1,341,103 | Jun 30, 2024 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.01% | 0.01% | 9,389 | 9,389 | 100.00% | 671,877 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.01% | 0.01% | 8,681 | 8,681 | 100.00% | 621,286 | Jun 30, 2024 |
CAPSTONE INVESTMENT ADVISORS, LLC | 0.01% | 0.00% | 7,494 | 7,494 | 100.00% | 536,271 | Jun 30, 2024 |
SHAY CAPITAL LLC | 0.01% | 0.07% | 7,000 | 7,000 | 100.00% | 500,920 | Jun 30, 2024 |
BUCKINGHAM STRATEGIC PARTNERS | 0.01% | 0.01% | 6,405 | 6,405 | 100.00% | 458,363 | Jun 30, 2024 |
OAK THISTLE LLC | 0.01% | 0.33% | 6,295 | 6,295 | 100.00% | 450,470 | Jun 30, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | 0.00% | 0.01% | 5,775 | 5,775 | 100.00% | 413,259 | Jun 30, 2024 |
XTX TOPCO LTD | 0.00% | 0.03% | 5,375 | 5,375 | 100.00% | 384,635 | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.00% | 0.00% | 5,315 | 5,315 | 100.00% | 380,341 | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.07% | 4,983 | 4,983 | 100.00% | 356,583 | Jun 30, 2024 |
MAGNETAR FINANCIAL LLC | 0.00% | 0.01% | 4,495 | 4,495 | 100.00% | 321,662 | Jun 30, 2024 |
SMITH GROUP ASSET MANAGEMENT, LLC | 0.00% | 0.03% | 4,440 | 4,440 | 100.00% | 317,726 | Jun 30, 2024 |
ARGENT TRUST CO | 0.00% | 0.01% | 4,392 | 4,392 | 100.00% | 314,291 | Jun 30, 2024 |
BAYESIAN CAPITAL MANAGEMENT, LP | 0.00% | 0.04% | 4,304 | 4,304 | 100.00% | 307,994 | Jun 30, 2024 |
GREAT LAKES ADVISORS, LLC | 0.00% | 0.00% | 4,109 | 4,109 | 100.00% | 294,040 | Jun 30, 2024 |
0.00% | 0.03% | 3,783 | 3,783 | 100.00% | 267,049 | Jun 30, 2024 | |
FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 3,688 | 3,688 | 100.00% | 263,913 | Jun 30, 2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.00% | 0.00% | 3,314 | 3,314 | 100.00% | 237,000 | Jun 30, 2024 |
ESSEX FINANCIAL SERVICES, INC. | 0.00% | 0.02% | 3,256 | 3,256 | 100.00% | 233,944 | Jun 30, 2024 |
LEGEND FINANCIAL ADVISORS, INC. | 0.00% | 0.16% | 3,092 | 3,092 | 100.00% | 221,264 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.01% | 2,998 | 2,998 | 100.00% | 214,543 | Jun 30, 2024 |
RAFFERTY ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 2,971 | 2,971 | 100.00% | 212,605 | Jun 30, 2024 |
MACHINA CAPITAL S.A.S. | 0.00% | 0.09% | 2,937 | 2,937 | 100.00% | 210,172 | Jun 30, 2024 |
RESOURCES INVESTMENT ADVISORS, LLC. | 0.00% | 0.00% | 2,923 | 2,923 | 100.00% | 209,170 | Jun 30, 2024 |
GENUS CAPITAL MANAGEMENT INC. | 0.00% | 0.03% | 2,900 | 2,900 | 100.00% | 207,524 | Jun 30, 2024 |
PARADIGM ASSET MANAGEMENT CO LLC | 0.00% | 0.04% | 1,800 | 1,800 | 100.00% | 128,808 | Jun 30, 2024 |
NKCFO LLC | 0.00% | 0.06% | 1,545 | 1,545 | 100.00% | 111,000 | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.02% | 1,495 | 1,495 | 100.00% | 106,969 | Jun 30, 2024 |
ADVISORS ASSET MANAGEMENT, INC. | 0.00% | 0.00% | 697 | 697 | 100.00% | 49,877 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 603 | 603 | 100.00% | 43,151 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 242 | 242 | 100.00% | 17,317 | Jun 30, 2024 |
OPAL WEALTH ADVISORS, LLC | 0.00% | 0.00% | 189 | 189 | 100.00% | 13,515 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 174 | 174 | 100.00% | 12,451 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 52 | 52 | 100.00% | 3,721 | Jun 30, 2024 |
ALLWORTH FINANCIAL LP | - | - | 42 | 42 | 100.00% | 3,048 | Jun 30, 2024 |
TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 34 | 34 | 100.00% | 2,433 | Jun 30, 2024 |
HUNTINGTON NATIONAL BANK | - | - | 26 | 26 | 100.00% | 1,861 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | - | - | 4 | 4 | 100.00% | 286 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
APG ASSET MANAGEMENT N.V. | - | - | - | -269,800 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -159,457 | -100.00% | - | Jun 30, 2024 |
RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -55,420 | -100.00% | - | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | - | - | - | -37,424 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -35,500 | -100.00% | - | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | - | - | - | -20,423 | -100.00% | - | Jun 30, 2024 |
GRANITE BAY WEALTH MANAGEMENT, LLC | - | - | - | -14,000 | -100.00% | - | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -12,492 | -100.00% | - | Jun 30, 2024 |
BANQUE CANTONALE VAUDOISE | - | - | - | -12,416 | -100.00% | - | Jun 30, 2024 |
AIA GROUP LTD | - | - | - | -11,842 | -100.00% | - | Jun 30, 2024 |
GLENMEDE TRUST CO NA | - | - | - | -10,106 | -100.00% | - | Jun 30, 2024 |
JEFFERIES FINANCIAL GROUP INC. | - | - | - | -9,258 | -100.00% | - | Jun 30, 2024 |
AXQ CAPITAL, LP | - | - | - | -9,200 | -100.00% | - | Jun 30, 2024 |
SEVEN EIGHT CAPITAL, LP | - | - | - | -8,234 | -100.00% | - | Jun 30, 2024 |
OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -7,191 | -100.00% | - | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -7,000 | -100.00% | - | Jun 30, 2024 |
MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -6,780 | -100.00% | - | Jun 30, 2024 |
WOLVERINE TRADING, LLC | - | - | - | -6,300 | -100.00% | - | Jun 30, 2024 |
BAADER BANK AKTIENGESELLSCHAFT | - | - | - | -5,900 | -100.00% | - | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -5,888 | -100.00% | - | Jun 30, 2024 |
VIRTU FINANCIAL LLC | - | - | - | -5,678 | -100.00% | - | Jun 30, 2024 |
SABAL TRUST CO | - | - | - | -5,600 | -100.00% | - | Jun 30, 2024 |
STONEBRIDGE CAPITAL ADVISORS LLC | - | - | - | -4,245 | -100.00% | - | Jun 30, 2024 |
DIVERSIFY ADVISORY SERVICES, LLC | - | - | - | -4,187 | -100.00% | - | Jun 30, 2024 |
ARISTIDES CAPITAL LLC | - | - | - | -3,729 | -100.00% | - | Jun 30, 2024 |
WASHINGTON TRUST BANK | - | - | - | -3,150 | -100.00% | - | Jun 30, 2024 |
GENUS CAPITAL MANAGEMENT INC. | - | - | - | -2,900 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -2,856 | -100.00% | - | Jun 30, 2024 |
LCNB CORP | - | - | - | -2,775 | -100.00% | - | Jun 30, 2024 |
CHECCHI CAPITAL ADVISERS, LLC | - | - | - | -2,694 | -100.00% | - | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | - | - | - | -1,986 | -100.00% | - | Jun 30, 2024 |
WALLEYE TRADING LLC | - | - | - | -1,492 | -100.00% | - | Jun 30, 2024 |
IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -1,410 | -100.00% | - | Jun 30, 2024 |
RIVERVIEW TRUST CO | - | - | - | -616 | -100.00% | - | Jun 30, 2024 |
YHB INVESTMENT ADVISORS, INC. | - | - | - | -435 | -100.00% | - | Jun 30, 2024 |
PARK PLACE CAPITAL CORP | - | - | - | -356 | -100.00% | - | Jun 30, 2024 |
NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -310 | -100.00% | - | Jun 30, 2024 |
VITALSTONE FINANCIAL, LLC | - | - | - | -101 | -100.00% | - | Jun 30, 2024 |
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | - | - | - | -45 | -100.00% | - | Jun 30, 2024 |
HEXAGON CAPITAL PARTNERS LLC | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
SPIRE WEALTH MANAGEMENT | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
AVION WEALTH | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
COLONIAL TRUST ADVISORS | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
TFO-TDC, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
Donaldson Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
GABELLI ASSET FUND | 0.94% | 336,900 | -9,000 | -2.60% | Dec 29, 2023 |
PIONEER MID CAP VALUE FUND | 0.59% | 104,236 | - | - | Jan 31, 2024 |
Mairs & Power Funds Trust | 0.50% | 1,987,404 | - | - | Mar 31, 2022 |
SIT MID CAP GROWTH FUND INC | 0.42% | 22,950 | - | - | Mar 28, 2024 |
HEARTLAND GROUP INC | 0.39% | 223,463 | 148,463 | 197.95% | Mar 31, 2024 |
BOSTON TRUST WALDEN FUNDS | 0.31% | 839,378 | -24,086 | -2.79% | Mar 28, 2024 |
Nuveen Core Equity Alpha Fund | 0.28% | 19,680 | - | - | Mar 31, 2024 |
FRANKLIN MANAGED TRUST | 0.27% | 2,464,317 | - | - | Mar 31, 2024 |
SPDR S&P MIDCAP 400 ETF TRUST | 0.25% | 982,227 | 3,831 | 0.39% | Mar 28, 2024 |
GABELLI EQUITY TRUST INC | 0.23% | 287,000 | -5,500 | -1.88% | Dec 29, 2023 |
OSI ETF Trust | 0.22% | 38,367 | 2,060 | 5.67% | Mar 31, 2022 |
NICHOLAS Ltd EDITION, INC. | 0.21% | 70,945 | 9,170 | 14.84% | Dec 31, 2023 |
TAX-MANAGED GROWTH PORTFOLIO | 0.19% | 73,526 | -9,000 | -10.91% | Mar 31, 2024 |
BNY MELLON MIDCAP INDEX FUND, INC. | 0.17% | 74,627 | -4,531 | -5.72% | Jan 31, 2024 |
COLUMBIA ACORN TRUST | 0.17% | 550,000 | - | - | Mar 31, 2024 |
EATON VANCE GROWTH TRUST | 0.17% | 1,861,636 | - | - | Feb 29, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.16% | 83,216 | - | - | Mar 31, 2024 |
Capitol Series Trust | 0.15% | 1,448,432 | 119,900 | 9.02% | Mar 31, 2024 |
SCHRODER GLOBAL SERIES TRUST | 0.13% | 263 | -5,180 | -95.17% | Jan 31, 2021 |
GABELLI EQUITY SERIES FUNDS INC | 0.12% | 100,000 | - | - | Dec 29, 2023 |
Vanguard Montgomery Funds | 0.12% | 28,897 | - | - | Mar 31, 2024 |
FMI FUNDS INC | 0.12% | 880,000 | 55,000 | 6.67% | Mar 31, 2024 |
NEIMAN FUNDS | 0.10% | 16,200 | 1,500 | 10.20% | Mar 31, 2024 |
FENIMORE ASSET MANAGEMENT TRUST | 0.09% | 115,006 | - | - | Dec 31, 2023 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.09% | 17,617 | -5,015 | -22.16% | Mar 28, 2024 |
ALGER PORTFOLIOS | 0.09% | 33,994 | - | - | Dec 31, 2023 |
AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.09% | 889,000 | - | - | Jan 31, 2024 |
LAUDUS TRUST | 0.09% | 44,599 | -9,422 | -17.44% | Mar 31, 2024 |
AMG Funds IV | 0.09% | 262,415 | - | - | Jan 31, 2024 |
ALGER INSTITUTIONAL FUNDS | 0.08% | 21,050 | - | - | Jan 31, 2024 |
FRANKLIN MUTUAL SERIES FUNDS | 0.08% | 3,979,650 | - | - | Jun 30, 2020 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.08% | 775,832 | -237,208 | -23.42% | Mar 31, 2024 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.07% | 24,300 | - | - | Mar 31, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.06% | 1,802 | - | - | Mar 31, 2024 |
Federated Hermes Index Trust | 0.06% | 13,706 | -706 | -4.90% | Jan 31, 2024 |
VANGUARD ADMIRAL FUNDS | 0.06% | 245,777 | -5,922 | -2.35% | Feb 29, 2024 |
STATE FARM ASSOCIATES FUNDS TRUSTS | 0.05% | 1,044,530 | - | - | May 31, 2021 |
ALGER FUNDS | 0.05% | 44,597 | - | - | Jan 31, 2024 |
RIVERPARK FUNDS TRUST | 0.04% | 376,527 | - | - | Dec 31, 2023 |
SIT MUTUAL FUNDS INC | 0.04% | 16,250 | - | - | Mar 28, 2024 |
VIRTUS EQUITY TRUST | 0.04% | 345,900 | - | - | Mar 28, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.04% | 161,220 | 1,350 | 0.84% | Jan 31, 2024 |
Collaborative Investment Series Trust | 0.04% | 5,813 | - | - | Mar 31, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.03% | 78,478 | 56,365 | 254.90% | Mar 31, 2024 |
TrimTabs ETF Trust | 0.03% | 20,859 | 14,365 | 221.20% | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.03% | 17,096 | -837 | -4.67% | Mar 31, 2024 |
Calvert Responsible Index Series, Inc. | 0.03% | 45,094 | -2,506 | -5.26% | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.03% | 10,669,000 | -1,905,432 | -15.15% | Mar 31, 2024 |
DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.02% | 7,300 | - | - | Mar 31, 2024 |
Voya EQUITY TRUST | 0.02% | 28,348 | 6,082 | 27.32% | Feb 29, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.02% | 156,800 | -1,600 | -1.01% | Mar 31, 2024 |
John Hancock Exchange-Traded Fund Trust | 0.01% | 90,118 | 1,501 | 1.69% | Jan 31, 2024 |
VANGUARD SPECIALIZED FUNDS | 0.01% | 698,350 | 3,219 | 0.46% | Jan 31, 2024 |
UNDISCOVERED MANAGERS FUNDS | 0.01% | 92,723 | - | - | Dec 31, 2023 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,747 | - | - | Mar 31, 2024 |
FIDELITY CONTRAFUND | 0.01% | 718,036 | - | - | Mar 31, 2024 |
VANGUARD HORIZON FUNDS | 0.01% | 249,328 | - | - | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.01% | 26,647 | - | - | Mar 31, 2024 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.01% | 23,677 | 8,537 | 56.39% | Mar 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.01% | 20,147 | -496 | -2.40% | Mar 31, 2024 |
FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 43,230 | -1,075 | -2.43% | Mar 28, 2024 |
ALPS ETF Trust | 0.01% | 109,493 | 19,740 | 21.99% | Feb 29, 2024 |
VANGUARD EXPLORER FUND | 0.01% | 101,940 | -40,101 | -28.23% | Jan 31, 2024 |
FIDELITY COVINGTON TRUST | 0.01% | 141,817 | 71,356 | 101.27% | Mar 31, 2024 |
FIDELITY SECURITIES FUND | 0.01% | 680,312 | 15,000 | 2.25% | Jan 31, 2024 |
AZZAD FUNDS | 0.01% | 16,527 | - | - | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 585,237 | 174,728 | 42.56% | Jan 31, 2024 |
GABELLI UTILITIES FUND | 0.01% | 5,000 | - | - | Dec 29, 2023 |
Humankind Benefit Corp | 0.01% | 127 | - | - | Dec 31, 2023 |
IndexIQ ETF Trust | 0.01% | 12,461 | -433 | -3.36% | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.01% | 1,060,304 | 23,711 | 2.29% | Feb 29, 2024 |
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 2,768 | 898 | 48.02% | Sep 30, 2020 |
STEWARD FUNDS, INC. | 0.00% | 11,622 | - | - | Jan 31, 2024 |
SYNTAX ETF TRUST | 0.00% | 143 | -30 | -17.34% | Mar 31, 2024 |
WILLIAMSBURG INVESTMENT TRUST | 0.00% | 13,000 | - | - | Mar 31, 2024 |
FIDELITY MT VERNON STREET TRUST | 0.00% | 121,700 | - | - | Feb 29, 2024 |
ALLSPRING FUNDS TRUST | 0.00% | 1,879,000 | -113,000 | -5.67% | Mar 31, 2024 |
JANUS INVESTMENT FUND | 0.00% | 1,243,253 | - | - | Dec 31, 2023 |
Fidelity Commonwealth Trust II | 0.00% | 26,289 | - | - | Aug 31, 2023 |
VANGUARD WHITEHALL FUNDS | 0.00% | 364,500 | - | - | Jan 31, 2024 |
Goldman Sachs ETF Trust II | 0.00% | 4,061 | 9 | 0.22% | Feb 29, 2024 |
Columbia Funds Variable Series Trust II | 0.00% | 113,355 | - | - | Mar 31, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 2,472 | -96 | -3.74% | Sep 30, 2023 |
Lattice Strategies Trust | 0.00% | 4,901 | 3,846 | 364.55% | Mar 31, 2024 |
SHELTON FUNDS | 0.00% | 5,205 | -103 | -1.94% | Feb 29, 2024 |
VIRTUS ASSET TRUST | 0.00% | 80,829 | - | - | Mar 28, 2024 |
Forethought Variable Insurance Trust | 0.00% | 12,430 | -800 | -6.05% | Mar 28, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 3,302 | 237 | 7.73% | Dec 31, 2023 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 89,212 | 8,325 | 10.29% | Mar 31, 2024 |
AMG Funds I | 0.00% | 5,460 | - | - | Jan 31, 2024 |
PFM Multi-Manager Series Trust | 0.00% | 2,200 | - | - | Dec 31, 2023 |
SCHWAB CAPITAL TRUST | 0.00% | 100,337 | 1,349 | 1.36% | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 72,891 | -5,659 | -7.20% | Mar 31, 2024 |
TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 757,193 | -235,205 | -23.70% | Mar 31, 2024 |
Guggenheim Variable Funds Trust | 0.00% | 9,185 | 114 | 1.26% | Dec 31, 2023 |
TIMOTHY PLAN | 0.00% | 10,466 | - | - | Mar 31, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.00% | 292,090 | -9,193 | -3.05% | Jan 31, 2024 |
UBS FUNDS | 0.00% | 10,036 | - | - | Mar 31, 2024 |
COMMERCE FUNDS | 0.00% | 40,950 | -1,505 | -3.54% | Jan 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 229,213 | 60,397 | 35.78% | Feb 29, 2024 |
Donaldson Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 368 | -27.42% |
31 Mar, 24 | 507 | 7.87% |
31 Dec, 23 | 470 | 5.15% |
30 Sep, 23 | 447 | -1.97% |
30 Jun, 23 | 456 | - |
31 Mar, 23 | 456 | 9.35% |
31 Dec, 22 | 417 | 8.88% |
30 Sep, 22 | 383 | -1.03% |
30 Jun, 22 | 387 | -3.01% |
31 Mar, 22 | 399 | -6.56% |
31 Dec, 21 | 427 | 4.91% |
30 Sep, 21 | 407 | 0.49% |
30 Jun, 21 | 405 | -0.74% |
31 Mar, 21 | 408 | 3.03% |
31 Dec, 20 | 396 | 8.49% |
30 Sep, 20 | 365 | 1.67% |
30 Jun, 20 | 359 | 8.13% |
31 Mar, 20 | 332 | -3.49% |
31 Dec, 19 | 344 | -1.99% |
30 Sep, 19 | 351 | 4.15% |
30 Jun, 19 | 337 | -3.71% |
31 Mar, 19 | 350 | -7.16% |
31 Dec, 18 | 377 | 1.62% |
30 Sep, 18 | 371 | 7.85% |
30 Jun, 18 | 344 | -2.55% |
31 Mar, 18 | 353 | -4.08% |
31 Dec, 17 | 368 | 9.85% |
30 Sep, 17 | 335 | -2.90% |
30 Jun, 17 | 345 | -2.82% |
31 Mar, 17 | 355 | -2.20% |
31 Dec, 16 | 363 | 13.44% |
30 Sep, 16 | 320 | -0.31% |
30 Jun, 16 | 321 | 5.59% |
31 Mar, 16 | 304 | 2.36% |
31 Dec, 15 | 297 | 1.02% |
30 Sep, 15 | 294 | -0.34% |
30 Jun, 15 | 295 | -2.64% |
31 Mar, 15 | 303 | -2.26% |
31 Dec, 14 | 310 | 1.64% |
30 Sep, 14 | 305 | -1.61% |
30 Jun, 14 | 310 | -1.59% |
31 Mar, 14 | 315 | -2.78% |
31 Dec, 13 | 324 | 4.52% |
30 Sep, 13 | 310 | 2.31% |
30 Jun, 13 | 303 | 131.30% |
31 Mar, 13 | 131 | 1.55% |
31 Dec, 12 | 129 | 3.20% |
30 Sep, 12 | 125 | -1.57% |
30 Jun, 12 | 127 | 10.43% |
31 Mar, 12 | 115 | 1.77% |
31 Dec, 11 | 113 | 11.88% |
30 Sep, 11 | 101 | 5.21% |
30 Jun, 11 | 96 | 11.63% |
31 Mar, 11 | 86 | 8.86% |
31 Dec, 10 | 79 | 5.33% |
30 Sep, 10 | 75 | 2.74% |
30 Jun, 10 | 73 | -5.19% |
31 Mar, 10 | 77 | 2.67% |
31 Dec, 09 | 75 | 22.95% |
30 Sep, 09 | 61 | -8.96% |
30 Jun, 09 | 67 | 1.52% |
31 Mar, 09 | 66 | -23.26% |
31 Dec, 08 | 86 | 6.17% |
30 Sep, 08 | 81 | -5.81% |
30 Jun, 08 | 86 | 19.44% |
31 Mar, 08 | 72 | 9.09% |
31 Dec, 07 | 66 | 8.20% |
30 Sep, 07 | 61 | 8.93% |
30 Jun, 07 | 56 | 1.82% |
31 Mar, 07 | 55 | -8.33% |
31 Dec, 06 | 60 | 5.26% |
30 Sep, 06 | 57 | 11.76% |
30 Jun, 06 | 51 | -16.39% |
31 Mar, 06 | 61 | 17.31% |
31 Dec, 05 | 52 | - |
30 Sep, 05 | 52 | -7.14% |
30 Jun, 05 | 56 | 9.80% |
31 Mar, 05 | 51 | 6.25% |
31 Dec, 04 | 48 | 6.67% |
30 Sep, 04 | 45 | -4.26% |
30 Jun, 04 | 47 | -25.40% |
31 Mar, 04 | 63 | 12.50% |
31 Dec, 03 | 56 | 19.15% |
30 Sep, 03 | 47 | 34.29% |
30 Jun, 03 | 35 | 2.94% |
31 Mar, 03 | 34 | -17.07% |
31 Dec, 02 | 41 | 20.59% |
30 Sep, 02 | 34 | -8.11% |
30 Jun, 02 | 37 | 2.78% |
31 Mar, 02 | 36 | 71.43% |
31 Dec, 01 | 21 | 5.00% |
30 Sep, 01 | 20 | -23.08% |
30 Jun, 01 | 26 | 30.00% |
31 Mar, 01 | 20 | 25.00% |
31 Dec, 00 | 16 | -27.27% |
30 Sep, 00 | 22 | -8.33% |
30 Jun, 00 | 24 | 41.18% |
31 Mar, 00 | 17 | -10.53% |
31 Dec, 99 | 19 | 26.67% |
30 Sep, 99 | 15 | -11.76% |
30 Jun, 99 | 17 | 41.67% |
31 Mar, 99 | 12 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 78,255,673 | -23.61% |
31 Mar, 24 | 102,440,042 | -0.66% |
31 Dec, 23 | 103,116,872 | 1.70% |
30 Sep, 23 | 101,393,881 | 4.00% |
30 Jun, 23 | 97,494,602 | -0.71% |
31 Mar, 23 | 98,189,609 | 0.62% |
31 Dec, 22 | 97,583,226 | -1.31% |
30 Sep, 22 | 98,881,585 | -0.35% |
30 Jun, 22 | 99,232,487 | 0.74% |
31 Mar, 22 | 98,504,970 | -0.63% |
31 Dec, 21 | 99,128,510 | 0.48% |
30 Sep, 21 | 98,655,945 | -2.31% |
30 Jun, 21 | 100,993,001 | -0.93% |
31 Mar, 21 | 101,937,984 | 0.64% |
31 Dec, 20 | 101,289,816 | 1.30% |
30 Sep, 20 | 99,985,830 | 0.25% |
30 Jun, 20 | 99,737,465 | -1.22% |
31 Mar, 20 | 100,967,569 | -0.46% |
31 Dec, 19 | 101,431,751 | -1.00% |
30 Sep, 19 | 102,454,781 | -1.43% |
30 Jun, 19 | 103,938,822 | 0.21% |
31 Mar, 19 | 103,718,850 | 1.46% |
31 Dec, 18 | 102,223,297 | -2.94% |
30 Sep, 18 | 105,324,712 | 0.82% |
30 Jun, 18 | 104,463,512 | 2.98% |
31 Mar, 18 | 101,443,295 | -1.33% |
31 Dec, 17 | 102,808,773 | 0.74% |
30 Sep, 17 | 102,056,309 | -0.82% |
30 Jun, 17 | 102,895,710 | -1.59% |
31 Mar, 17 | 104,554,171 | -1.59% |
31 Dec, 16 | 106,247,248 | -1.42% |
30 Sep, 16 | 107,775,384 | -1.71% |
30 Jun, 16 | 109,654,338 | -3.11% |
31 Mar, 16 | 113,177,720 | 3.53% |
31 Dec, 15 | 109,319,885 | -7.53% |
30 Sep, 15 | 118,218,306 | 8.84% |
30 Jun, 15 | 108,618,898 | 2.05% |
31 Mar, 15 | 106,437,806 | 2.53% |
31 Dec, 14 | 103,810,425 | 0.39% |
30 Sep, 14 | 103,409,420 | -5.45% |
30 Jun, 14 | 109,366,219 | -1.64% |
31 Mar, 14 | 111,191,957 | -1.55% |
31 Dec, 13 | 112,938,917 | -0.88% |
30 Sep, 13 | 113,936,288 | 1.04% |
30 Jun, 13 | 112,764,585 | 122.85% |
31 Mar, 13 | 50,601,308 | -18.48% |
31 Dec, 12 | 62,068,987 | 2.34% |
30 Sep, 12 | 60,646,900 | -40.44% |
30 Jun, 12 | 101,822,727 | 121.85% |
31 Mar, 12 | 45,896,403 | 52.37% |
31 Dec, 11 | 30,122,358 | 10.41% |
30 Sep, 11 | 27,282,684 | -9.47% |
30 Jun, 11 | 30,135,847 | -83.72% |
31 Mar, 11 | 185,116,420 | 868.87% |
31 Dec, 10 | 19,106,348 | -18.04% |
30 Sep, 10 | 23,311,166 | 31.72% |
30 Jun, 10 | 17,697,434 | 3.27% |
31 Mar, 10 | 17,137,518 | 8.86% |
31 Dec, 09 | 15,742,430 | 7.98% |
30 Sep, 09 | 14,578,702 | -8.06% |
30 Jun, 09 | 15,857,036 | 29.20% |
31 Mar, 09 | 12,272,934 | -31.89% |
31 Dec, 08 | 18,018,270 | 20.65% |
30 Sep, 08 | 14,934,198 | 13.42% |
30 Jun, 08 | 13,167,343 | 16.70% |
31 Mar, 08 | 11,282,865 | -10.29% |
31 Dec, 07 | 12,576,963 | -12.31% |
30 Sep, 07 | 14,342,987 | 1.34% |
30 Jun, 07 | 14,153,273 | 9.16% |
31 Mar, 07 | 12,965,704 | 6.07% |
31 Dec, 06 | 12,223,717 | -24.58% |
30 Sep, 06 | 16,207,903 | 39.17% |
30 Jun, 06 | 11,646,171 | -28.65% |
31 Mar, 06 | 16,323,540 | 7.60% |
31 Dec, 05 | 15,170,733 | 24.47% |
30 Sep, 05 | 12,187,865 | -1.10% |
30 Jun, 05 | 12,323,928 | -5.36% |
31 Mar, 05 | 13,021,814 | -8.25% |
31 Dec, 04 | 14,192,259 | 16.89% |
30 Sep, 04 | 12,141,367 | -4.41% |
30 Jun, 04 | 12,701,452 | 18.24% |
31 Mar, 04 | 10,742,471 | 110.99% |
31 Dec, 03 | 5,091,497 | -14.28% |
30 Sep, 03 | 5,939,571 | 2.55% |
30 Jun, 03 | 5,792,042 | 2.73% |
31 Mar, 03 | 5,638,329 | -3.42% |
31 Dec, 02 | 5,837,866 | 61.83% |
30 Sep, 02 | 3,607,405 | -33.81% |
30 Jun, 02 | 5,450,130 | -4.96% |
31 Mar, 02 | 5,734,395 | 30.78% |
31 Dec, 01 | 4,384,846 | 28.14% |
30 Sep, 01 | 3,421,849 | -31.59% |
30 Jun, 01 | 5,001,725 | 47.09% |
31 Mar, 01 | 3,400,424 | 12.02% |
31 Dec, 00 | 3,035,466 | -29.99% |
30 Sep, 00 | 4,336,026 | 14.78% |
30 Jun, 00 | 3,777,615 | -16.52% |
31 Mar, 00 | 4,525,186 | 27.24% |
31 Dec, 99 | 3,556,376 | -14.18% |
30 Sep, 99 | 4,143,999 | -12.32% |
30 Jun, 99 | 4,726,066 | 16.84% |
31 Mar, 99 | 4,044,792 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 64.78% | 0.90% |
31 Mar, 24 | 85.01% | 1.16% |
31 Dec, 23 | 85.57% | 1.22% |
30 Sep, 23 | 83.87% | 1.31% |
30 Jun, 23 | 80.04% | 1.23% |
31 Mar, 23 | 80.75% | 1.26% |
31 Dec, 22 | 80.18% | 1.23% |
30 Sep, 22 | 80.65% | 1.24% |
30 Jun, 22 | 80.61% | 1.27% |
31 Mar, 22 | 79.83% | 1.25% |
31 Dec, 21 | 80.01% | 1.27% |
30 Sep, 21 | 79.31% | 1.23% |
30 Jun, 21 | 80.28% | 1.23% |
31 Mar, 21 | 80.65% | 1.26% |
31 Dec, 20 | 80.01% | 1.29% |
30 Sep, 20 | 78.85% | 1.27% |
30 Jun, 20 | 78.72% | 1.24% |
31 Mar, 20 | 79.56% | 1.25% |
31 Dec, 19 | 79.80% | 1.22% |
30 Sep, 19 | 80.74% | 1.22% |
30 Jun, 19 | 81.20% | 1.24% |
31 Mar, 19 | 80.90% | 1.27% |
31 Dec, 18 | 79.68% | 1.19% |
30 Sep, 18 | 81.77% | 1.26% |
30 Jun, 18 | 80.67% | 1.33% |
31 Mar, 18 | 77.97% | 1.26% |
31 Dec, 17 | 78.72% | 1.29% |
30 Sep, 17 | 78.02% | 1.30% |
30 Jun, 17 | 77.60% | 1.25% |
31 Mar, 17 | 78.91% | 1.23% |
31 Dec, 16 | 79.95% | 1.22% |
30 Sep, 16 | 80.79% | 1.20% |
30 Jun, 16 | 81.95% | 1.15% |
31 Mar, 16 | 84.52% | 1.26% |
31 Dec, 15 | 81.77% | 1.05% |
30 Sep, 15 | 88.31% | 1.39% |
30 Jun, 15 | 79.75% | 1.33% |
31 Mar, 15 | 77.55% | 1.37% |
31 Dec, 14 | 75.25% | 1.37% |
30 Sep, 14 | 74.09% | 1.26% |
30 Jun, 14 | 76.62% | 1.31% |
31 Mar, 14 | 76.52% | 1.30% |
31 Dec, 13 | 76.85% | 1.28% |
30 Sep, 13 | 77.34% | 1.34% |
30 Jun, 13 | 76.05% | 6.52% |
31 Mar, 13 | 34.16% | 1.94% |
31 Dec, 12 | 41.95% | 2.54% |
30 Sep, 12 | 40.66% | 0.89% |
30 Jun, 12 | 67.75% | 7.29% |
31 Mar, 12 | 30.49% | 7.57% |
31 Dec, 11 | 20.07% | 6.11% |
30 Sep, 11 | 18.13% | 4.76% |
30 Jun, 11 | 19.52% | 0.14% |
31 Mar, 11 | 119.70% | 78.94% |
31 Dec, 10 | 12.31% | 5.40% |
30 Sep, 10 | 15.10% | 11.69% |
30 Jun, 10 | 11.37% | 9.39% |
31 Mar, 10 | 11.00% | 10.83% |
31 Dec, 09 | 10.08% | 11.56% |
30 Sep, 09 | 9.34% | 9.01% |
30 Jun, 09 | 10.18% | 16.43% |
31 Mar, 09 | 7.87% | 5.86% |
31 Dec, 08 | 11.58% | 12.61% |
30 Sep, 08 | 9.59% | 13.87% |
30 Jun, 08 | 8.31% | 16.15% |
31 Mar, 08 | 7.17% | 11.54% |
31 Dec, 07 | 7.89% | 9.78% |
30 Sep, 07 | 8.98% | 11.61% |
30 Jun, 07 | 8.80% | 13.37% |
31 Mar, 07 | 8.11% | 14.17% |
31 Dec, 06 | 7.57% | 7.62% |
30 Sep, 06 | 9.97% | 20.24% |
30 Jun, 06 | 7.02% | 7.25% |
31 Mar, 06 | 9.84% | 11.78% |
31 Dec, 05 | 9.14% | 17.38% |
30 Sep, 05 | 7.25% | 13.66% |
30 Jun, 05 | 7.29% | 12.35% |
31 Mar, 05 | 7.68% | 11.00% |
31 Dec, 04 | 8.36% | 16.66% |
30 Sep, 04 | 7.08% | 13.59% |
30 Jun, 04 | 7.22% | 19.37% |
31 Mar, 04 | 6.11% | 73.18% |
31 Dec, 03 | 2.89% | 24.65% |
30 Sep, 03 | 3.42% | 30.89% |
30 Jun, 03 | 3.33% | 31.54% |
31 Mar, 03 | 3.25% | 28.88% |
31 Dec, 02 | 3.35% | 79.20% |
30 Sep, 02 | 2.06% | 21.61% |
30 Jun, 02 | 3.09% | 29.33% |
31 Mar, 02 | 3.24% | 52.62% |
31 Dec, 01 | 2.48% | 66.43% |
30 Sep, 01 | 1.93% | 24.35% |
30 Jun, 01 | 2.82% | 76.57% |
31 Mar, 01 | 1.92% | 65.29% |
31 Dec, 00 | 1.71% | 28.96% |
30 Sep, 00 | 2.43% | 57.00% |
30 Jun, 00 | 2.07% | 33.74% |
31 Mar, 00 | 2.47% | 66.33% |
31 Dec, 99 | 1.93% | 37.99% |
30 Sep, 99 | 2.25% | 35.53% |
30 Jun, 99 | 2.52% | 54.49% |
31 Mar, 99 | 2.15% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 167 | -25.78% |
31 Mar, 24 | 225 | 9.22% |
31 Dec, 23 | 206 | 8.99% |
30 Sep, 23 | 189 | 1.07% |
30 Jun, 23 | 187 | -15.77% |
31 Mar, 23 | 222 | 7.25% |
31 Dec, 22 | 207 | 21.05% |
30 Sep, 22 | 171 | -6.04% |
30 Jun, 22 | 182 | 3.41% |
31 Mar, 22 | 176 | -13.73% |
31 Dec, 21 | 204 | 28.30% |
30 Sep, 21 | 159 | 1.92% |
30 Jun, 21 | 156 | -14.29% |
31 Mar, 21 | 182 | -2.67% |
31 Dec, 20 | 187 | 28.08% |
30 Sep, 20 | 146 | -8.75% |
30 Jun, 20 | 160 | 3.23% |
31 Mar, 20 | 155 | 24.00% |
31 Dec, 19 | 125 | -6.72% |
30 Sep, 19 | 134 | -6.29% |
30 Jun, 19 | 143 | -7.14% |
31 Mar, 19 | 154 | 1.99% |
31 Dec, 18 | 151 | -9.58% |
30 Sep, 18 | 167 | 19.29% |
30 Jun, 18 | 140 | -7.89% |
31 Mar, 18 | 152 | -13.64% |
31 Dec, 17 | 176 | 22.22% |
30 Sep, 17 | 144 | -17.24% |
30 Jun, 17 | 174 | 27.94% |
31 Mar, 17 | 136 | -20.47% |
31 Dec, 16 | 171 | 8.23% |
30 Sep, 16 | 158 | 6.76% |
30 Jun, 16 | 148 | -7.50% |
31 Mar, 16 | 160 | 15.94% |
31 Dec, 15 | 138 | -1.43% |
30 Sep, 15 | 140 | 3.70% |
30 Jun, 15 | 135 | -3.57% |
31 Mar, 15 | 140 | 9.38% |
31 Dec, 14 | 128 | 7.56% |
30 Sep, 14 | 119 | 9.17% |
30 Jun, 14 | 109 | -9.17% |
31 Mar, 14 | 120 | -14.89% |
31 Dec, 13 | 141 | 6.02% |
30 Sep, 13 | 133 | -40.36% |
30 Jun, 13 | 223 | 171.95% |
31 Mar, 13 | 82 | 28.13% |
31 Dec, 12 | 64 | - |
30 Sep, 12 | 64 | - |
30 Jun, 12 | 64 | -42.34% |
31 Mar, 12 | 111 | 73.44% |
31 Dec, 11 | 64 | 42.22% |
30 Sep, 11 | 45 | 4.65% |
30 Jun, 11 | 43 | 10.26% |
31 Mar, 11 | 39 | 5.41% |
31 Dec, 10 | 37 | 12.12% |
30 Sep, 10 | 33 | - |
30 Jun, 10 | 33 | - |
31 Mar, 10 | 33 | -8.33% |
31 Dec, 09 | 36 | 38.46% |
30 Sep, 09 | 26 | -35.00% |
30 Jun, 09 | 40 | 11.11% |
31 Mar, 09 | 36 | -25.00% |
31 Dec, 08 | 48 | 29.73% |
30 Sep, 08 | 37 | -21.28% |
30 Jun, 08 | 47 | 62.07% |
31 Mar, 08 | 29 | -17.14% |
31 Dec, 07 | 35 | 6.06% |
30 Sep, 07 | 33 | 10.00% |
30 Jun, 07 | 30 | 25.00% |
31 Mar, 07 | 24 | -14.29% |
31 Dec, 06 | 28 | -12.50% |
30 Sep, 06 | 32 | 45.45% |
30 Jun, 06 | 22 | -35.29% |
31 Mar, 06 | 34 | 9.68% |
31 Dec, 05 | 31 | 29.17% |
30 Sep, 05 | 24 | - |
30 Jun, 05 | 24 | -4.00% |
31 Mar, 05 | 25 | - |
31 Dec, 04 | 25 | -7.41% |
30 Sep, 04 | 27 | -6.90% |
30 Jun, 04 | 29 | -50.00% |
31 Mar, 04 | 58 | 100.00% |
31 Dec, 03 | 29 | 16.00% |
30 Sep, 03 | 25 | 19.05% |
30 Jun, 03 | 21 | 40.00% |
31 Mar, 03 | 15 | -42.31% |
31 Dec, 02 | 26 | 52.94% |
30 Sep, 02 | 17 | -19.05% |
30 Jun, 02 | 21 | -27.59% |
31 Mar, 02 | 29 | 141.67% |
31 Dec, 01 | 12 | - |
30 Sep, 01 | 12 | -25.00% |
30 Jun, 01 | 16 | 45.45% |
31 Mar, 01 | 11 | 83.33% |
31 Dec, 00 | 6 | -40.00% |
30 Sep, 00 | 10 | -44.44% |
30 Jun, 00 | 18 | 125.00% |
31 Mar, 00 | 8 | -20.00% |
31 Dec, 99 | 10 | 11.11% |
30 Sep, 99 | 9 | -25.00% |
30 Jun, 99 | 12 | - |
31 Mar, 99 | 12 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 123 | -31.28% |
31 Mar, 24 | 179 | 4.68% |
31 Dec, 23 | 171 | 5.56% |
30 Sep, 23 | 162 | -6.90% |
30 Jun, 23 | 174 | 12.99% |
31 Mar, 23 | 154 | 16.67% |
31 Dec, 22 | 132 | 5.60% |
30 Sep, 22 | 125 | 3.31% |
30 Jun, 22 | 121 | -16.55% |
31 Mar, 22 | 145 | 0.69% |
31 Dec, 21 | 144 | -2.04% |
30 Sep, 21 | 147 | -4.55% |
30 Jun, 21 | 154 | 4.76% |
31 Mar, 21 | 147 | 9.70% |
31 Dec, 20 | 134 | 3.88% |
30 Sep, 20 | 129 | -3.01% |
30 Jun, 20 | 133 | 16.67% |
31 Mar, 20 | 114 | -20.28% |
31 Dec, 19 | 143 | 5.93% |
30 Sep, 19 | 135 | 21.62% |
30 Jun, 19 | 111 | -1.77% |
31 Mar, 19 | 113 | -18.71% |
31 Dec, 18 | 139 | 20.87% |
30 Sep, 18 | 115 | -2.54% |
30 Jun, 18 | 118 | 2.61% |
31 Mar, 18 | 115 | -8.00% |
31 Dec, 17 | 125 | 6.84% |
30 Sep, 17 | 117 | 14.71% |
30 Jun, 17 | 102 | -31.54% |
31 Mar, 17 | 149 | 14.62% |
31 Dec, 16 | 130 | 34.02% |
30 Sep, 16 | 97 | -11.82% |
30 Jun, 16 | 110 | 27.91% |
31 Mar, 16 | 86 | -18.87% |
31 Dec, 15 | 106 | 11.58% |
30 Sep, 15 | 95 | -7.77% |
30 Jun, 15 | 103 | 9.57% |
31 Mar, 15 | 94 | -16.07% |
31 Dec, 14 | 112 | -4.27% |
30 Sep, 14 | 117 | -6.40% |
30 Jun, 14 | 125 | -2.34% |
31 Mar, 14 | 128 | 8.47% |
31 Dec, 13 | 118 | 5.36% |
30 Sep, 13 | 112 | 128.57% |
30 Jun, 13 | 49 | 63.33% |
31 Mar, 13 | 30 | -33.33% |
31 Dec, 12 | 45 | 12.50% |
30 Sep, 12 | 40 | -6.98% |
30 Jun, 12 | 43 | 1333.33% |
31 Mar, 12 | 3 | -90.00% |
31 Dec, 11 | 30 | -14.29% |
30 Sep, 11 | 35 | -2.78% |
30 Jun, 11 | 36 | 33.33% |
31 Mar, 11 | 27 | -3.57% |
31 Dec, 10 | 28 | - |
30 Sep, 10 | 28 | 7.69% |
30 Jun, 10 | 26 | -3.70% |
31 Mar, 10 | 27 | - |
31 Dec, 09 | 27 | 17.39% |
30 Sep, 09 | 23 | 21.05% |
30 Jun, 09 | 19 | -24.00% |
31 Mar, 09 | 25 | 13.64% |
31 Dec, 08 | 22 | - |
30 Sep, 08 | 22 | -8.33% |
30 Jun, 08 | 24 | -7.69% |
31 Mar, 08 | 26 | 18.18% |
31 Dec, 07 | 22 | 29.41% |
30 Sep, 07 | 17 | 30.77% |
30 Jun, 07 | 13 | -18.75% |
31 Mar, 07 | 16 | -27.27% |
31 Dec, 06 | 22 | 37.50% |
30 Sep, 06 | 16 | -11.11% |
30 Jun, 06 | 18 | 5.88% |
31 Mar, 06 | 17 | 21.43% |
31 Dec, 05 | 14 | -17.65% |
30 Sep, 05 | 17 | -15.00% |
30 Jun, 05 | 20 | 5.26% |
31 Mar, 05 | 19 | 11.76% |
31 Dec, 04 | 17 | 88.89% |
30 Sep, 04 | 9 | - |
30 Jun, 04 | 9 | 125.00% |
31 Mar, 04 | 4 | -80.00% |
31 Dec, 03 | 20 | 33.33% |
30 Sep, 03 | 15 | 87.50% |
30 Jun, 03 | 8 | -27.27% |
31 Mar, 03 | 11 | 22.22% |
31 Dec, 02 | 9 | -18.18% |
30 Sep, 02 | 11 | - |
30 Jun, 02 | 11 | 83.33% |
31 Mar, 02 | 6 | 20.00% |
31 Dec, 01 | 5 | 150.00% |
30 Sep, 01 | 2 | -75.00% |
30 Jun, 01 | 8 | 14.29% |
31 Mar, 01 | 7 | -12.50% |
31 Dec, 00 | 8 | 33.33% |
30 Sep, 00 | 6 | 20.00% |
30 Jun, 00 | 5 | - |
31 Mar, 00 | 5 | 66.67% |
31 Dec, 99 | 3 | 50.00% |
30 Sep, 99 | 2 | - |
30 Jun, 99 | 2 | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 368 | -27.42% | 78,255,673 | -23.61% | 64.78% | 0.90% | 167 | -25.78% | 123 | -31.28% |
31 Mar, 24 | 507 | 7.87% | 102,440,042 | -0.66% | 85.01% | 1.16% | 225 | 9.22% | 179 | 4.68% |
31 Dec, 23 | 470 | 5.15% | 103,116,872 | 1.70% | 85.57% | 1.22% | 206 | 8.99% | 171 | 5.56% |
30 Sep, 23 | 447 | -1.97% | 101,393,881 | 4.00% | 83.87% | 1.31% | 189 | 1.07% | 162 | -6.90% |
30 Jun, 23 | 456 | - | 97,494,602 | -0.71% | 80.04% | 1.23% | 187 | -15.77% | 174 | 12.99% |
31 Mar, 23 | 456 | 9.35% | 98,189,609 | 0.62% | 80.75% | 1.26% | 222 | 7.25% | 154 | 16.67% |
31 Dec, 22 | 417 | 8.88% | 97,583,226 | -1.31% | 80.18% | 1.23% | 207 | 21.05% | 132 | 5.60% |
30 Sep, 22 | 383 | -1.03% | 98,881,585 | -0.35% | 80.65% | 1.24% | 171 | -6.04% | 125 | 3.31% |
30 Jun, 22 | 387 | -3.01% | 99,232,487 | 0.74% | 80.61% | 1.27% | 182 | 3.41% | 121 | -16.55% |
31 Mar, 22 | 399 | -6.56% | 98,504,970 | -0.63% | 79.83% | 1.25% | 176 | -13.73% | 145 | 0.69% |
31 Dec, 21 | 427 | 4.91% | 99,128,510 | 0.48% | 80.01% | 1.27% | 204 | 28.30% | 144 | -2.04% |
30 Sep, 21 | 407 | 0.49% | 98,655,945 | -2.31% | 79.31% | 1.23% | 159 | 1.92% | 147 | -4.55% |
30 Jun, 21 | 405 | -0.74% | 100,993,001 | -0.93% | 80.28% | 1.23% | 156 | -14.29% | 154 | 4.76% |
31 Mar, 21 | 408 | 3.03% | 101,937,984 | 0.64% | 80.65% | 1.26% | 182 | -2.67% | 147 | 9.70% |
31 Dec, 20 | 396 | 8.49% | 101,289,816 | 1.30% | 80.01% | 1.29% | 187 | 28.08% | 134 | 3.88% |
30 Sep, 20 | 365 | 1.67% | 99,985,830 | 0.25% | 78.85% | 1.27% | 146 | -8.75% | 129 | -3.01% |
30 Jun, 20 | 359 | 8.13% | 99,737,465 | -1.22% | 78.72% | 1.24% | 160 | 3.23% | 133 | 16.67% |
31 Mar, 20 | 332 | -3.49% | 100,967,569 | -0.46% | 79.56% | 1.25% | 155 | 24.00% | 114 | -20.28% |
31 Dec, 19 | 344 | -1.99% | 101,431,751 | -1.00% | 79.80% | 1.22% | 125 | -6.72% | 143 | 5.93% |
30 Sep, 19 | 351 | 4.15% | 102,454,781 | -1.43% | 80.74% | 1.22% | 134 | -6.29% | 135 | 21.62% |
30 Jun, 19 | 337 | -3.71% | 103,938,822 | 0.21% | 81.20% | 1.24% | 143 | -7.14% | 111 | -1.77% |
31 Mar, 19 | 350 | -7.16% | 103,718,850 | 1.46% | 80.90% | 1.27% | 154 | 1.99% | 113 | -18.71% |
31 Dec, 18 | 377 | 1.62% | 102,223,297 | -2.94% | 79.68% | 1.19% | 151 | -9.58% | 139 | 20.87% |
30 Sep, 18 | 371 | 7.85% | 105,324,712 | 0.82% | 81.77% | 1.26% | 167 | 19.29% | 115 | -2.54% |
30 Jun, 18 | 344 | -2.55% | 104,463,512 | 2.98% | 80.67% | 1.33% | 140 | -7.89% | 118 | 2.61% |
31 Mar, 18 | 353 | -4.08% | 101,443,295 | -1.33% | 77.97% | 1.26% | 152 | -13.64% | 115 | -8.00% |
31 Dec, 17 | 368 | 9.85% | 102,808,773 | 0.74% | 78.72% | 1.29% | 176 | 22.22% | 125 | 6.84% |
30 Sep, 17 | 335 | -2.90% | 102,056,309 | -0.82% | 78.02% | 1.30% | 144 | -17.24% | 117 | 14.71% |
30 Jun, 17 | 345 | -2.82% | 102,895,710 | -1.59% | 77.60% | 1.25% | 174 | 27.94% | 102 | -31.54% |
31 Mar, 17 | 355 | -2.20% | 104,554,171 | -1.59% | 78.91% | 1.23% | 136 | -20.47% | 149 | 14.62% |
31 Dec, 16 | 363 | 13.44% | 106,247,248 | -1.42% | 79.95% | 1.22% | 171 | 8.23% | 130 | 34.02% |
30 Sep, 16 | 320 | -0.31% | 107,775,384 | -1.71% | 80.79% | 1.20% | 158 | 6.76% | 97 | -11.82% |
30 Jun, 16 | 321 | 5.59% | 109,654,338 | -3.11% | 81.95% | 1.15% | 148 | -7.50% | 110 | 27.91% |
31 Mar, 16 | 304 | 2.36% | 113,177,720 | 3.53% | 84.52% | 1.26% | 160 | 15.94% | 86 | -18.87% |
31 Dec, 15 | 297 | 1.02% | 109,319,885 | -7.53% | 81.77% | 1.05% | 138 | -1.43% | 106 | 11.58% |
30 Sep, 15 | 294 | -0.34% | 118,218,306 | 8.84% | 88.31% | 1.39% | 140 | 3.70% | 95 | -7.77% |
30 Jun, 15 | 295 | -2.64% | 108,618,898 | 2.05% | 79.75% | 1.33% | 135 | -3.57% | 103 | 9.57% |
31 Mar, 15 | 303 | -2.26% | 106,437,806 | 2.53% | 77.55% | 1.37% | 140 | 9.38% | 94 | -16.07% |
31 Dec, 14 | 310 | 1.64% | 103,810,425 | 0.39% | 75.25% | 1.37% | 128 | 7.56% | 112 | -4.27% |
30 Sep, 14 | 305 | -1.61% | 103,409,420 | -5.45% | 74.09% | 1.26% | 119 | 9.17% | 117 | -6.40% |
30 Jun, 14 | 310 | -1.59% | 109,366,219 | -1.64% | 76.62% | 1.31% | 109 | -9.17% | 125 | -2.34% |
31 Mar, 14 | 315 | -2.78% | 111,191,957 | -1.55% | 76.52% | 1.30% | 120 | -14.89% | 128 | 8.47% |
31 Dec, 13 | 324 | 4.52% | 112,938,917 | -0.88% | 76.85% | 1.28% | 141 | 6.02% | 118 | 5.36% |
30 Sep, 13 | 310 | 2.31% | 113,936,288 | 1.04% | 77.34% | 1.34% | 133 | -40.36% | 112 | 128.57% |
30 Jun, 13 | 303 | 131.30% | 112,764,585 | 122.85% | 76.05% | 6.52% | 223 | 171.95% | 49 | 63.33% |
31 Mar, 13 | 131 | 1.55% | 50,601,308 | -18.48% | 34.16% | 1.94% | 82 | 28.13% | 30 | -33.33% |
31 Dec, 12 | 129 | 3.20% | 62,068,987 | 2.34% | 41.95% | 2.54% | 64 | - | 45 | 12.50% |
30 Sep, 12 | 125 | -1.57% | 60,646,900 | -40.44% | 40.66% | 0.89% | 64 | - | 40 | -6.98% |
30 Jun, 12 | 127 | 10.43% | 101,822,727 | 121.85% | 67.75% | 7.29% | 64 | -42.34% | 43 | 1333.33% |
31 Mar, 12 | 115 | 1.77% | 45,896,403 | 52.37% | 30.49% | 7.57% | 111 | 73.44% | 3 | -90.00% |
31 Dec, 11 | 113 | 11.88% | 30,122,358 | 10.41% | 20.07% | 6.11% | 64 | 42.22% | 30 | -14.29% |
30 Sep, 11 | 101 | 5.21% | 27,282,684 | -9.47% | 18.13% | 4.76% | 45 | 4.65% | 35 | -2.78% |
30 Jun, 11 | 96 | 11.63% | 30,135,847 | -83.72% | 19.52% | 0.14% | 43 | 10.26% | 36 | 33.33% |
31 Mar, 11 | 86 | 8.86% | 185,116,420 | 868.87% | 119.70% | 78.94% | 39 | 5.41% | 27 | -3.57% |
31 Dec, 10 | 79 | 5.33% | 19,106,348 | -18.04% | 12.31% | 5.40% | 37 | 12.12% | 28 | - |
30 Sep, 10 | 75 | 2.74% | 23,311,166 | 31.72% | 15.10% | 11.69% | 33 | - | 28 | 7.69% |
30 Jun, 10 | 73 | -5.19% | 17,697,434 | 3.27% | 11.37% | 9.39% | 33 | - | 26 | -3.70% |
31 Mar, 10 | 77 | 2.67% | 17,137,518 | 8.86% | 11.00% | 10.83% | 33 | -8.33% | 27 | - |
31 Dec, 09 | 75 | 22.95% | 15,742,430 | 7.98% | 10.08% | 11.56% | 36 | 38.46% | 27 | 17.39% |
30 Sep, 09 | 61 | -8.96% | 14,578,702 | -8.06% | 9.34% | 9.01% | 26 | -35.00% | 23 | 21.05% |
30 Jun, 09 | 67 | 1.52% | 15,857,036 | 29.20% | 10.18% | 16.43% | 40 | 11.11% | 19 | -24.00% |
31 Mar, 09 | 66 | -23.26% | 12,272,934 | -31.89% | 7.87% | 5.86% | 36 | -25.00% | 25 | 13.64% |
31 Dec, 08 | 86 | 6.17% | 18,018,270 | 20.65% | 11.58% | 12.61% | 48 | 29.73% | 22 | - |
30 Sep, 08 | 81 | -5.81% | 14,934,198 | 13.42% | 9.59% | 13.87% | 37 | -21.28% | 22 | -8.33% |
30 Jun, 08 | 86 | 19.44% | 13,167,343 | 16.70% | 8.31% | 16.15% | 47 | 62.07% | 24 | -7.69% |
31 Mar, 08 | 72 | 9.09% | 11,282,865 | -10.29% | 7.17% | 11.54% | 29 | -17.14% | 26 | 18.18% |
31 Dec, 07 | 66 | 8.20% | 12,576,963 | -12.31% | 7.89% | 9.78% | 35 | 6.06% | 22 | 29.41% |
30 Sep, 07 | 61 | 8.93% | 14,342,987 | 1.34% | 8.98% | 11.61% | 33 | 10.00% | 17 | 30.77% |
30 Jun, 07 | 56 | 1.82% | 14,153,273 | 9.16% | 8.80% | 13.37% | 30 | 25.00% | 13 | -18.75% |
31 Mar, 07 | 55 | -8.33% | 12,965,704 | 6.07% | 8.11% | 14.17% | 24 | -14.29% | 16 | -27.27% |
31 Dec, 06 | 60 | 5.26% | 12,223,717 | -24.58% | 7.57% | 7.62% | 28 | -12.50% | 22 | 37.50% |
30 Sep, 06 | 57 | 11.76% | 16,207,903 | 39.17% | 9.97% | 20.24% | 32 | 45.45% | 16 | -11.11% |
30 Jun, 06 | 51 | -16.39% | 11,646,171 | -28.65% | 7.02% | 7.25% | 22 | -35.29% | 18 | 5.88% |
31 Mar, 06 | 61 | 17.31% | 16,323,540 | 7.60% | 9.84% | 11.78% | 34 | 9.68% | 17 | 21.43% |
31 Dec, 05 | 52 | - | 15,170,733 | 24.47% | 9.14% | 17.38% | 31 | 29.17% | 14 | -17.65% |
30 Sep, 05 | 52 | -7.14% | 12,187,865 | -1.10% | 7.25% | 13.66% | 24 | - | 17 | -15.00% |
30 Jun, 05 | 56 | 9.80% | 12,323,928 | -5.36% | 7.29% | 12.35% | 24 | -4.00% | 20 | 5.26% |
31 Mar, 05 | 51 | 6.25% | 13,021,814 | -8.25% | 7.68% | 11.00% | 25 | - | 19 | 11.76% |
31 Dec, 04 | 48 | 6.67% | 14,192,259 | 16.89% | 8.36% | 16.66% | 25 | -7.41% | 17 | 88.89% |
30 Sep, 04 | 45 | -4.26% | 12,141,367 | -4.41% | 7.08% | 13.59% | 27 | -6.90% | 9 | - |
30 Jun, 04 | 47 | -25.40% | 12,701,452 | 18.24% | 7.22% | 19.37% | 29 | -50.00% | 9 | 125.00% |
31 Mar, 04 | 63 | 12.50% | 10,742,471 | 110.99% | 6.11% | 73.18% | 58 | 100.00% | 4 | -80.00% |
31 Dec, 03 | 56 | 19.15% | 5,091,497 | -14.28% | 2.89% | 24.65% | 29 | 16.00% | 20 | 33.33% |
30 Sep, 03 | 47 | 34.29% | 5,939,571 | 2.55% | 3.42% | 30.89% | 25 | 19.05% | 15 | 87.50% |
30 Jun, 03 | 35 | 2.94% | 5,792,042 | 2.73% | 3.33% | 31.54% | 21 | 40.00% | 8 | -27.27% |
31 Mar, 03 | 34 | -17.07% | 5,638,329 | -3.42% | 3.25% | 28.88% | 15 | -42.31% | 11 | 22.22% |
31 Dec, 02 | 41 | 20.59% | 5,837,866 | 61.83% | 3.35% | 79.20% | 26 | 52.94% | 9 | -18.18% |
30 Sep, 02 | 34 | -8.11% | 3,607,405 | -33.81% | 2.06% | 21.61% | 17 | -19.05% | 11 | - |
30 Jun, 02 | 37 | 2.78% | 5,450,130 | -4.96% | 3.09% | 29.33% | 21 | -27.59% | 11 | 83.33% |
31 Mar, 02 | 36 | 71.43% | 5,734,395 | 30.78% | 3.24% | 52.62% | 29 | 141.67% | 6 | 20.00% |
31 Dec, 01 | 21 | 5.00% | 4,384,846 | 28.14% | 2.48% | 66.43% | 12 | - | 5 | 150.00% |
30 Sep, 01 | 20 | -23.08% | 3,421,849 | -31.59% | 1.93% | 24.35% | 12 | -25.00% | 2 | -75.00% |
30 Jun, 01 | 26 | 30.00% | 5,001,725 | 47.09% | 2.82% | 76.57% | 16 | 45.45% | 8 | 14.29% |
31 Mar, 01 | 20 | 25.00% | 3,400,424 | 12.02% | 1.92% | 65.29% | 11 | 83.33% | 7 | -12.50% |
31 Dec, 00 | 16 | -27.27% | 3,035,466 | -29.99% | 1.71% | 28.96% | 6 | -40.00% | 8 | 33.33% |
30 Sep, 00 | 22 | -8.33% | 4,336,026 | 14.78% | 2.43% | 57.00% | 10 | -44.44% | 6 | 20.00% |
30 Jun, 00 | 24 | 41.18% | 3,777,615 | -16.52% | 2.07% | 33.74% | 18 | 125.00% | 5 | - |
31 Mar, 00 | 17 | -10.53% | 4,525,186 | 27.24% | 2.47% | 66.33% | 8 | -20.00% | 5 | 66.67% |
31 Dec, 99 | 19 | 26.67% | 3,556,376 | -14.18% | 1.93% | 37.99% | 10 | 11.11% | 3 | 50.00% |
30 Sep, 99 | 15 | -11.76% | 4,143,999 | -12.32% | 2.25% | 35.53% | 9 | -25.00% | 2 | - |
30 Jun, 99 | 17 | 41.67% | 4,726,066 | 16.84% | 2.52% | 54.49% | 12 | - | 2 | - |
31 Mar, 99 | 12 | - | 4,044,792 | - | 2.15% | - | 12 | - | - | - |
Donaldson Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Donaldson Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 1 | 2 | 50.00% |
Q2 2024 | 6 | 3 | 200.00% |
Q1 2024 | 35 | 25 | 140.00% |
Q4 2023 | 9 | 9 | 100.00% |
Q3 2023 | 27 | 16 | 168.75% |
Q2 2023 | 6 | 1 | 600.00% |
Q1 2023 | 26 | 8 | 325.00% |
Q4 2022 | 16 | 21 | 76.19% |
Q3 2022 | 22 | 15 | 146.67% |
Q2 2022 | 8 | 1 | 800.00% |
Q1 2022 | 29 | 3 | 966.67% |
Q4 2021 | 10 | 11 | 90.91% |
Q3 2021 | 15 | 2 | 750.00% |
Q2 2021 | 7 | 8 | 87.50% |
Q1 2021 | 27 | 8 | 337.50% |
Q4 2020 | 6 | 11 | 54.55% |
Q3 2020 | 20 | 10 | 200.00% |
Q2 2020 | 3 | 9 | 33.33% |
Q1 2020 | 27 | 5 | 540.00% |
Q4 2019 | 13 | 2 | 650.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 1 | - |
Q2 2024 | - | - | - |
Q1 2024 | - | 10 | - |
Q4 2023 | - | 4 | - |
Q3 2023 | - | 3 | - |
Q2 2023 | 1 | - | - |
Q1 2023 | - | 5 | - |
Q4 2022 | - | 6 | - |
Q3 2022 | - | 4 | - |
Q2 2022 | - | 1 | - |
Q1 2022 | - | - | - |
Q4 2021 | - | 4 | - |
Q3 2021 | - | - | - |
Q2 2021 | - | 3 | - |
Q1 2021 | - | 4 | - |
Q4 2020 | - | 3 | - |
Q3 2020 | - | - | - |
Q2 2020 | - | 5 | - |
Q1 2020 | - | 3 | - |
Q4 2019 | - | - | - |