Purchases and Sales Made in Q4 2022 in Donnelley Financial Solutions, Inc. (DFIN)
This table provides information about the institutional ownership of Donnelley Financial Solutions, Inc. (DFIN) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
254+ 3.26% |
$8.55K - $10.5K
|
8.03K
$469K
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
197+ 0.59% |
$6.63K - $8.18K
|
33.3K
$1.94M
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
162+ 3.19% |
$5.45K - $6.72K
|
5.25K
$306K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
158New |
$5.32K - $6.56K
|
158
$9.22K
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
154+ 11.39% |
$5.18K - $6.39K
|
1.51K
$87.9K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
150New |
$5.05K - $6.23K
|
150
$8.75K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
87+ 91.58% |
$2.93K - $3.61K
|
182
$10.6K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
76New |
$2.56K - $3.15K
|
76
$4.43K
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
65New |
$2.19K - $2.7K
|
65
$3.79K
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
63+ 1.35% |
$2.12K - $2.62K
|
4.72K
$275K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54New |
$1.82K - $2.24K
|
54
$3.15K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
50+ 102.04% |
$1.68K - $2.08K
|
99
$5.78K
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
38+ 0.37% |
$1.28K - $1.58K
|
10.3K
$599K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
31+ 18.02% |
$1.04K - $1.29K
|
203
$11.8K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
26New |
$875 - $1.08K
|
26
$1.52K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 50.0% |
$606 - $747
|
54
$3.15K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 19.67% |
$404 - $498
|
73
$4.26K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7New |
$236 - $291
|
7
$408
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5New |
$168 - $208
|
5
$292
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 3.23% |
$135 - $166
|
128
$7.47K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1New |
$33.7 - $41.5
|
1
$58.4
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-3- 16.67% |
$101 - $125
|
15
$875
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10- 0.09% |
$337 - $415
|
10.8K
$631K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-35- 68.63% |
$1.18K - $1.45K
|
16
$934
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-35- 0.17% |
$1.18K - $1.45K
|
20.7K
$1.21M
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-41- 85.42% |
$1.38K - $1.7K
|
7
$408
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-55- 0.14% |
$1.85K - $2.28K
|
38.1K
$2.22M
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-148- 1.42% |
$4.98K - $6.14K
|
10.3K
$601K
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-156- 1.84% |
$5.25K - $6.48K
|
8.33K
$486K
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-168- 1.42% |
$5.65K - $6.97K
|
11.6K
$680K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-172- 10.31% |
$5.79K - $7.14K
|
1.5K
$87.3K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-175- 0.34% |
$5.89K - $7.26K
|
51.5K
$3M
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-228- 2.93% |
$7.67K - $9.46K
|
7.55K
$440K
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-264- 1.49% |
$8.89K - $11K
|
17.4K
$1.02M
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.46% |
$10.1K - $12.5K
|
11.9K
$694K
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-398- 2.81% |
$13.4K - $16.5K
|
13.8K
$802K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-400- 2.8% |
$13.5K - $16.6K
|
13.9K
$811K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-453- 1.19% |
$15.2K - $18.8K
|
37.5K
$2.19M
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
SELL
|
- |
-512- 20.48% |
$17.2K - $21.3K
|
1.99K
$116K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-550- 24.71% |
$18.5K - $22.8K
|
1.68K
$97.8K
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-602- 4.35% |
$20.3K - $25K
|
13.2K
$772K
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-602- 4.35% |
$20.3K - $25K
|
13.2K
$772K
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-602- 4.35% |
$20.3K - $25K
|
13.2K
$772K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-634- 16.42% |
$21.3K - $26.3K
|
3.23K
$188K
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-646- 0.46% |
$21.7K - $26.8K
|
139K
$8.08M
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-709- 1.56% |
$23.9K - $29.4K
|
44.7K
$2.61M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-743- 2.81% |
$25K - $30.8K
|
25.7K
$1.5M
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-780- 1.06% |
$26.3K - $32.4K
|
72.6K
$4.24M
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-800- 1.32% |
$26.9K - $33.2K
|
60K
$3.5M
|