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 |
|---|---|---|---|---|---|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
1,100
shares
|
$68,970
0.0% of portfolio
|
Q3 2024
Reduced 89.81%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
1,015
shares
|
$63,640
0.0% of portfolio
|
Q2 2024
Added 52.63%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
902
shares
|
$56,555
0.0% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
754
shares
|
$47,275
0.0% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
667
shares
|
$41,820
0.0% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
614
shares
|
$38,497
0.0% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
603
shares
|
$37,808
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
583
shares
|
$36,554
0.0% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
573
shares
|
$35,927
0.0% of portfolio
|
Q3 2024
Added 21.4%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
514
shares
|
$32,227
0.0% of portfolio
|
Q3 2024
Added 46.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
476
shares
|
$29,845
0.0% of portfolio
|
Q3 2024
Added 781.48%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
277
shares
|
$17,367
0.0% of portfolio
|
Q3 2024
Added 22.57%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
250
shares
|
$15,675
0.0% of portfolio
|
Q1 2022
Reduced 22.36%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
214
shares
|
$13,417
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
205
shares
|
$12,853
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
183
shares
|
$11,474
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
169
shares
|
$10,596
0.0% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
162
shares
|
$10,157
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
157
shares
|
$9,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
156
shares
|
$9,781
0.01% of portfolio
|
Q3 2024
Reduced 16.58%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
130
shares
|
$8,151
0.0% of portfolio
|
Q3 2024
Added 36.84%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
125
shares
|
$7,837
0.0% of portfolio
|
Q3 2017
Added 60.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
125
shares
|
$7,837
0.0% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$6,270
0.0% of portfolio
|
Q3 2024
Added 63.93%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
100
shares
|
$6,270
0.0% of portfolio
|
Q2 2024
Added 11.11%
|