Cambridge Investment Research Advisors, Inc. Donnelley Financial Solutions, Inc. Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 15, 2019	SELL	$11.98 - $16.08 $575,459 - $772,402	-48,035 Closed	0 $0
Q1 2019 May 08, 2019	BUY	$13.57 - $16.91 $14,139 - $17,620	1,042 Added 2.22%	48,035 $0
Q4 2018 Feb 05, 2019	BUY	$13.47 - $17.64 $30,698 - $40,201	2,279 Added 5.1%	46,993 $659,000
Q3 2018 Nov 02, 2018	BUY	$17.42 - $21.25 $99,816 - $121,762	5,730 Added 14.7%	44,714 $0
Q2 2018 Aug 10, 2018	BUY	$15.31 - $19.26 $23,653 - $29,756	1,545 Added 4.13%	38,984 $0
Q1 2018 May 09, 2018	BUY	$16.87 - $22.0 $631,595 - $823,658	37,439 New	37,439 $0

Others Institutions Holding DFIN

# of Institutions

265

Shares Held

27.6M

Call Options Held

11.7K

Put Options Held

23.8K

Black Rock Inc. New York, NY

4.2M
Shares

$261 Million
0.01% of portfolio
Mawer Investment Management Ltd. Calgary, A0

2.02M
Shares

$126 Million
0.62% of portfolio
Vanguard Group Inc Valley Forge, PA

1.87M
Shares

$116 Million
0.0% of portfolio
Simcoe Capital Management, LLC New York, NY

1.28M
Shares

$79.5 Million
11.86% of portfolio
American Century Companies Inc Kansas City, MO

1.16M
Shares

$71.9 Million
0.05% of portfolio

View Full List

About Donnelley Financial Solutions, Inc.

Ticker DFIN
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 29,716,300
Market Cap $1.85B
Description
Donnelley Financial Solutions, Inc. operates as a risk and compliance solutions company worldwide. The company operates through four segments: Capital Markets ? Software Solutions (CM-SS), Capital Markets ? Compliance and Communications Management (CM-CCM), Investment Companies ? Software Solutions (IC-SS), and Investment Companies ? Compliance ...

More about DFIN

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