Purchases and Sales Made in Q4 2024 in Donnelley Financial Solutions, Inc. (DFIN)
This table provides information about the institutional ownership of Donnelley Financial Solutions, Inc. (DFIN) during Q4 2024. 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, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22+ 16.92% |
$1.24K - $1.49K
|
152
$10K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21New |
$1.19K - $1.42K
|
21
$1.38K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
21+ 25.93% |
$1.19K - $1.42K
|
102
$6.72K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17+ 3.31% |
$960 - $1.15K
|
531
$35K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
16+ 160.0% |
$903 - $1.08K
|
26
$1.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
16+ 160.0% |
$903 - $1.08K
|
26
$1.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
12+ 21.05% |
$678 - $811
|
69
$4.54K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10New |
$565 - $676
|
10
$659
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8New |
$452 - $541
|
8
$527
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
5+ 0.12% |
$282 - $338
|
4.02K
$265K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5+ 4.0% |
$282 - $338
|
130
$8.56K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 7.27% |
$226 - $270
|
59
$3.89K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
2New |
$113 - $135
|
2
$132
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 3.85% |
$339 - $406
|
150
$9.88K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-7- 7.69% |
$395 - $473
|
84
$5.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-8- 0.04% |
$452 - $541
|
22.7K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-12- 0.22% |
$678 - $811
|
5.34K
$352K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-14- 0.17% |
$790 - $946
|
8.01K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-19- 0.56% |
$1.07K - $1.28K
|
3.35K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-30- 46.15% |
$1.69K - $2.03K
|
35
$2.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 0.82% |
$1.69K - $2.03K
|
3.61K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-41- 0.72% |
$2.31K - $2.77K
|
5.67K
$373K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-62- 6.87% |
$3.5K - $4.19K
|
840
$55.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-72- 0.93% |
$4.07K - $4.87K
|
7.68K
$506K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-87- 31.41% |
$4.91K - $5.88K
|
190
$12.5K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-90- 0.59% |
$5.08K - $6.08K
|
15.2K
$998K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.78% |
$5.65K - $6.76K
|
12.8K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-120- 3.11% |
$6.78K - $8.11K
|
3.74K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-174- 30.37% |
$9.82K - $11.8K
|
399
$26.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-182- 27.29% |
$10.3K - $12.3K
|
485
$31.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-193- 22.98% |
$10.9K - $13K
|
647
$42.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-205- 2.0% |
$11.6K - $13.9K
|
10K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-232- 2.35% |
$13.1K - $15.7K
|
9.66K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-255- 5.11% |
$14.4K - $17.2K
|
4.73K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-262- 0.79% |
$14.8K - $17.7K
|
33K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-270- 4.19% |
$15.2K - $18.2K
|
6.18K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-278- 1.8% |
$15.7K - $18.8K
|
15.1K
$997K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-312- 1.17% |
$17.6K - $21.1K
|
26.3K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-362- 0.85% |
$20.4K - $24.5K
|
42.2K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-409- 3.69% |
$23.1K - $27.6K
|
10.7K
$703K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-454- 2.16% |
$25.6K - $30.7K
|
20.5K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-532- 2.03% |
$30K - $36K
|
25.7K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-994- 29.1% |
$56.1K - $67.2K
|
2.42K
$159K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.03K- 1.83% |
$58.3K - $69.8K
|
55.5K
$3.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 19.99% |
$62.4K - $74.8K
|
4.43K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.12K- 89.02% |
$63.2K - $75.6K
|
138
$9.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.17K- 6.82% |
$66.3K - $79.4K
|
16K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.34K- 5.78% |
$75.7K - $90.6K
|
21.8K
$1.44M
|