Purchases and Sales Made in Q1 2023 in Donnelley Financial Solutions, Inc. (DFIN)
This table provides information about the institutional ownership of Donnelley Financial Solutions, Inc. (DFIN) during Q1 2023. The information is specifically focused on institutions that hold shares of Donnelley Financial Solutions, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.88K+ 22.83% |
$105K - $144K
|
15.5K
$904K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.81K+ 3.53% |
$102K - $140K
|
82.3K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.58K+ 79.77% |
$93.9K - $129K
|
5.8K
$339K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
2.33K+ 7.87% |
$84.9K - $116K
|
31.9K
$1.86M
|
|
|
Apr 11, 2023
Q1 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.14K+ 0.99% |
$78K - $107K
|
219K
$12.8M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2K+ 1.18% |
$73K - $100K
|
172K
$10M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
2K+ 12.35% |
$72.9K - $99.9K
|
18.2K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.43K+ 16.85% |
$52.3K - $71.6K
|
9.94K
$580K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.01K+ 0.71% |
$36.7K - $50.2K
|
142K
$8.3M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
924+ 7.58% |
$33.7K - $46.1K
|
13.1K
$765K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
807+ 14.2% |
$29.4K - $40.3K
|
6.49K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
800New |
$29.2K - $40K
|
800
$46.7K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
666New |
$24.3K - $33.3K
|
666
$38.9K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
652+ 2.06% |
$23.8K - $32.6K
|
32.3K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
590+ 595.96% |
$21.5K - $29.5K
|
689
$40.2K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
440+ 4.37% |
$16K - $22K
|
10.5K
$613K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
415+ 48.82% |
$15.1K - $20.7K
|
1.27K
$73.8K
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
406+ 0.08% |
$14.8K - $20.3K
|
516K
$30.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
406+ 1.57% |
$14.8K - $20.3K
|
26.3K
$1.54M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
266+ 4.25% |
$9.7K - $13.3K
|
6.53K
$381K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
136+ 0.65% |
$4.96K - $6.79K
|
20.9K
$1.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
103+ 50.74% |
$3.76K - $5.14K
|
306
$17.9K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
100New |
$3.65K - $4.99K
|
100
$5.84K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
100+ 0.94% |
$3.65K - $4.99K
|
10.8K
$629K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
88+ 1.19% |
$3.21K - $4.39K
|
7.47K
$436K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
64+ 0.47% |
$2.33K - $3.2K
|
13.8K
$806K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
47+ 5.67% |
$1.71K - $2.35K
|
876
$51.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
42+ 0.56% |
$1.53K - $2.1K
|
7.59K
$443K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
31New |
$1.13K - $1.55K
|
31
$1.81K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
23+ 14.56% |
$839 - $1.15K
|
181
$10.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12- 16.44% |
$438 - $599
|
61
$3.56K
|
|
|
May 12, 2023
Q1 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-20- 0.15% |
$729 - $999
|
13.1K
$764K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-29- 0.35% |
$1.06K - $1.45K
|
8.23K
$480K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-31- 0.06% |
$1.13K - $1.55K
|
51.4K
$3M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-36- 19.78% |
$1.31K - $1.8K
|
146
$8.52K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-91- 1.73% |
$3.32K - $4.54K
|
5.16K
$301K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-121- 12.04% |
$4.41K - $6.04K
|
884
$51.6K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-154- 10.23% |
$5.62K - $7.69K
|
1.35K
$78.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-178- 1.67% |
$6.49K - $8.89K
|
10.5K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-187- 11.16% |
$6.82K - $9.34K
|
1.49K
$86.9K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-189- 0.8% |
$6.89K - $9.44K
|
23.5K
$1.37M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-195- 30.61% |
$7.11K - $9.74K
|
442
$25.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.68% |
$7.29K - $9.99K
|
11.7K
$683K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-210- 16.39% |
$7.66K - $10.5K
|
1.07K
$62.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-224- 2.17% |
$8.17K - $11.2K
|
10.1K
$588K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-285- 1.06% |
$10.4K - $14.2K
|
26.5K
$1.55M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-290- 1.66% |
$10.6K - $14.5K
|
17.1K
$1M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-290- 3.48% |
$10.6K - $14.5K
|
8.04K
$469K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-297- 2.01% |
$10.8K - $14.8K
|
14.5K
$844K
|