Envestnet Asset Management Inc Donnelley Financial Solutions, Inc. Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Donnelley Financial Solutions, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 172,622 shares of DFIN stock, worth $10.6 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
172,622
Previous 162,247 6.39%
Holding current value
$10.6 Million
Previous $10.2 Million 25.86%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$43.29 - $69.32 $449,133 - $719,194
10,375 Added 6.39%
172,622 $7.55 Million
Q4 2024

Feb 12, 2025
BUY
$56.46 - $67.59 $2.58 Million - $3.08 Million
45,609 Added 39.1%
162,247 $10.2 Million
Q3 2024

Nov 06, 2024
SELL
$58.21 - $69.9 $844,510 - $1.01 Million
-14,508 Reduced 11.06%
116,638 $7.68 Million
Q2 2024

Aug 08, 2024
BUY
$57.5 - $65.38 $289,340 - $328,992
5,032 Added 3.99%
131,146 $7.82 Million
Q1 2024

May 13, 2024
BUY
$59.31 - $65.53 $343,701 - $379,746
5,795 Added 4.82%
126,114 $7.82 Million
Q4 2023

Feb 13, 2024
SELL
$51.2 - $63.51 $921,446 - $1.14 Million
-17,997 Reduced 13.01%
120,319 $7.5 Million
Q3 2023

Nov 13, 2023
BUY
$44.08 - $56.28 $4.98 Million - $6.36 Million
112,954 Added 445.37%
138,316 $7.78 Million
Q2 2023

Aug 04, 2023
BUY
$40.72 - $46.89 $114,056 - $131,338
2,801 Added 12.42%
25,362 $1.15 Million
Q1 2023

May 11, 2023
BUY
$36.47 - $49.94 $318,601 - $436,275
8,736 Added 63.19%
22,561 $921,000
Q4 2022

Feb 07, 2023
BUY
$33.66 - $41.51 $249,622 - $307,838
7,416 Added 115.71%
13,825 $534,000
Q3 2022

Nov 10, 2022
SELL
$29.85 - $44.38 $30,118 - $44,779
-1,009 Reduced 13.6%
6,409 $237,000
Q2 2022

Aug 03, 2022
BUY
$25.6 - $33.57 $9,676 - $12,689
378 Added 5.37%
7,418 $217,000
Q1 2022

May 04, 2022
BUY
$29.74 - $46.86 $10,795 - $17,010
363 Added 5.44%
7,040 $234,000
Q4 2021

Feb 04, 2022
SELL
$34.81 - $51.5 $26,037 - $38,522
-748 Reduced 10.07%
6,677 $315,000
Q3 2021

Oct 07, 2021
BUY
$30.54 - $35.49 $226,759 - $263,513
7,425 New
7,425 $257,000
Q3 2018

Nov 14, 2018
SELL
$17.42 - $21.25 $121 - $148
-7 Closed
0 $0
Q1 2018

May 09, 2018
BUY
$16.87 - $22.0 $84 - $110
5 Added 250.0%
7 $0
Q3 2017

Nov 13, 2017
SELL
$20.01 - $23.29 $4,902 - $5,706
-245 Reduced 99.19%
2 $0
Q2 2017

Aug 14, 2017
BUY
N/A
247
247 $5,000

Others Institutions Holding DFIN

# of Institutions
252
Shares Held
26.2M
Call Options Held
8.9K
Put Options Held
1.4K
View Full List

About Donnelley Financial Solutions, Inc.

DFIN Quotes by TradingView
  • Ticker DFIN
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 29,716,300
  • Market Cap $1.83B
  • 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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