Purchases and Sales Made in Q4 2023 in Donnelley Financial Solutions, Inc. (DFIN)
This table provides information about the institutional ownership of Donnelley Financial Solutions, Inc. (DFIN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.78K+ 66.08% |
$142K - $177K
|
6.99K
$435K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.78KNew |
$142K - $176K
|
2.78K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.97KNew |
$101K - $125K
|
1.97K
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.97K+ 5.81% |
$101K - $125K
|
35.9K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.93K+ 4.97% |
$99K - $123K
|
40.8K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.75K+ 114.65% |
$89.3K - $111K
|
3.27K
$203K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.75KNew |
$89.3K - $111K
|
1.75K
$109K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.53K+ 32.82% |
$78.2K - $97K
|
6.18K
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.32K+ 0.4% |
$67.6K - $83.9K
|
328K
$20.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.16KNew |
$59.3K - $73.6K
|
1.16K
$72.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.07KNew |
$54.7K - $67.8K
|
1.07K
$66.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.04K+ 3.18% |
$53.2K - $66.1K
|
33.7K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
961+ 14.29% |
$49.2K - $61K
|
7.69K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
873+ 23.15% |
$44.7K - $55.4K
|
4.64K
$289K
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
842+ 0.39% |
$43.1K - $53.5K
|
219K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
553+ 4.98% |
$28.3K - $35.1K
|
11.7K
$726K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
407+ 3.3% |
$20.8K - $25.8K
|
12.8K
$794K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
308New |
$15.8K - $19.6K
|
308
$19.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
269+ 3.95% |
$13.8K - $17.1K
|
7.08K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
233New |
$11.9K - $14.8K
|
233
$14.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
217New |
$11.1K - $13.8K
|
217
$13.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
198+ 0.94% |
$10.1K - $12.6K
|
21.4K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
184+ 1.25% |
$9.42K - $11.7K
|
14.9K
$926K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
183+ 0.7% |
$9.37K - $11.6K
|
26.2K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
178+ 1.17% |
$9.11K - $11.3K
|
15.4K
$961K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
162New |
$8.29K - $10.3K
|
162
$10.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
158+ 0.62% |
$8.09K - $10K
|
25.7K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
139+ 4.39% |
$7.12K - $8.83K
|
3.3K
$206K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
133New |
$6.81K - $8.45K
|
133
$8.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
90New |
$4.61K - $5.72K
|
90
$5.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
44+ 7.91% |
$2.25K - $2.79K
|
600
$37.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41+ 12.58% |
$2.1K - $2.6K
|
367
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
41+ 27.15% |
$2.1K - $2.6K
|
192
$12K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
37+ 0.04% |
$1.89K - $2.35K
|
102K
$6.36M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
29New |
$1.48K - $1.84K
|
29
$1.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
21+ 26.92% |
$1.08K - $1.33K
|
99
$6.16K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17New |
$870 - $1.08K
|
17
$1.06K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 1.54% |
$461 - $572
|
592
$36.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7+ 1.52% |
$358 - $445
|
467
$29.1K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6New |
$307 - $381
|
6
$373
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
4New |
$205 - $254
|
4
$249
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 0.29% |
$154 - $191
|
1.04K
$64.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 2.25% |
$205 - $254
|
174
$10.8K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-7Closed |
$358 - $445
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$358 - $445
|
8.44K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-24- 0.19% |
$1.23K - $1.52K
|
12.9K
$804K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-34- 11.11% |
$1.74K - $2.16K
|
272
$16.9K
|