Institutional Ownership Donnelley Financial Solutions, Inc. (DFIN)
This table provides information about the institutional ownership of Donnelley Financial Solutions, Inc. (DFIN). We have compiled data on the 256 institutions that hold shares in the stock, with a total of 27.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
55
shares
|
$3,352
0.0% of portfolio
|
Q4 2023
Reduced 57.03%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
54
shares
|
$3,291
0.0% of portfolio
|
Q2 2022
Added 42.11%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
54
shares
|
$3,291
0.0% of portfolio
|
Q4 2022
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
51
shares
|
$3,108
0.0% of portfolio
|
Q1 2024
Added 1175.0%
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
48
shares
|
$2,926
0.0% of portfolio
|
Q2 2023
Added 54.84%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
45
shares
|
$2,743
0.0% of portfolio
|
Q1 2024
New holding
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
40
shares
|
$2,438
0.0% of portfolio
|
Q4 2023
Reduced 72.6%
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
35
shares
|
$2,133
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
25
shares
|
$1,524
0.0% of portfolio
|
Q2 2023
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
21
shares
|
$1,280
0.0% of portfolio
|
Q1 2024
Reduced 90.99%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 09, 2024 Q1 2024 |
18
shares
|
$1,097
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
18
shares
|
$1,097
0.0% of portfolio
|
Q3 2022
New holding
|
|
Country Trust Bank
|
Apr 16, 2024 Q1 2024 |
18
shares
|
$1,097
0.0% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
17
shares
|
$1,036
0.0% of portfolio
|
Q4 2023
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
15
shares
|
$914
0.0% of portfolio
|
Q3 2022
Added 66.67%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
12
shares
|
$731
0.0% of portfolio
|
Q2 2023
New holding
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
12
shares
|
$731
0.0% of portfolio
|
Q1 2024
New holding
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
10
shares
|
$609
0.0% of portfolio
|
Q2 2022
New holding
|
|
High Mark Wealth Management LLC
|
Apr 26, 2024 Q1 2024 |
9
shares
|
$548
0.0% of portfolio
|
Q3 2022
New holding
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 14, 2024 Q1 2024 |
5
shares
|
$304
0.0% of portfolio
|
Q4 2023
Reduced 98.92%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
5
shares
|
$304
0.0% of portfolio
|
Q2 2022
Added 66.67%
|
|
Trust CO Of Vermont
|
May 03, 2024 Q1 2024 |
4
shares
|
$243
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 13, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|