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 |
---|---|---|---|---|---|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
592
shares
|
$36,088
0.0% of portfolio
|
Q4 2023
Added 1.54%
|
|
Nisa Investment Advisors, LLC
|
May 01, 2024 Q1 2024 |
484
shares
|
$29,504
0.0% of portfolio
|
Q1 2024
Added 3.64%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
475
shares
|
$28,956
0.0% of portfolio
|
Q1 2024
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
409
shares
|
$24,932
0.0% of portfolio
|
Q1 2024
Reduced 50.18%
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2024 Q1 2024 |
291
shares
|
$17,739
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
274
shares
|
$16,703
0.0% of portfolio
|
Q1 2024
Added 0.74%
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
250
shares
|
$15,240
0.0% of portfolio
|
Q1 2022
Reduced 22.36%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
214
shares
|
$13,045
0.0% of portfolio
|
Q3 2022
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
205
shares
|
$12,496
0.0% of portfolio
|
Q1 2024
New holding
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
184
shares
|
$11,216
0.01% of portfolio
|
Q1 2024
Added 5.75%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
183
shares
|
$11,155
0.01% of portfolio
|
Q2 2023
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
May 10, 2024 Q1 2024 |
162
shares
|
$9,875
0.01% of portfolio
|
Q4 2023
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
155
shares
|
$9,448
0.0% of portfolio
|
Q1 2024
Added 78.16%
|
|
Gamma Investing LLC
Foster City, CA |
Apr 05, 2024 Q1 2024 |
133
shares
|
$8,107
0.0% of portfolio
|
Q4 2023
New holding
|
|
Quarry LP
New York, NY |
May 15, 2024 Q1 2024 |
126
shares
|
$7,680
0.0% of portfolio
|
Q1 2024
Added 250.0%
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
125
shares
|
$7,620
0.0% of portfolio
|
Q3 2017
Added 60.0%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
96
shares
|
$5,852
0.0% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
90
shares
|
$5,486
0.0% of portfolio
|
Q4 2023
New holding
|
|
Macquarie Group LTD
Australia, C3 |
May 14, 2024 Q1 2024 |
79
shares
|
$4,815
0.0% of portfolio
|
Q1 2024
New holding
|
|
Boyd Watterson Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
76
shares
|
$4,632
0.0% of portfolio
|
Q4 2022
New holding
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
76
shares
|
$4,632
0.01% of portfolio
|
Q3 2023
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
66
shares
|
$4,023
0.0% of portfolio
|
Q1 2024
Added 8.2%
|
|
Yhb Investment Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
62
shares
|
$3,779
0.0% of portfolio
|
Q1 2024
New holding
|
|
Altshuler Shaham LTD
|
May 15, 2024 Q1 2024 |
58
shares
|
$3,535
0.0% of portfolio
|
Q1 2024
Reduced 81.17%
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
55
shares
|
$3,352
0.0% of portfolio
|
Q2 2022
Added 12.24%
|