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 267 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
11
shares
|
$688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
10
shares
|
$625
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
10
shares
|
$625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
10
shares
|
$625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5
shares
|
$312
0.0% of portfolio
|
Q2 2022
Added 66.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5
shares
|
$312
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4
shares
|
$250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
4
shares
|
$250
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4
shares
|
$250
0.0% of portfolio
|
Q2 2024
Reduced 92.16%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
4
shares
|
$250
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
2
shares
|
$125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1
shares
|
$62
0.0% of portfolio
|
Q2 2024
Reduced 97.78%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|