A detailed history of Lpl Financial LLC transactions in Donnelley Financial Solutions, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 5,008 shares of DFIN stock, worth $309,394. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,008
Previous 5,104 1.88%
Holding current value
$309,394
Previous $304,000 8.22%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$58.21 - $69.9 $5,588 - $6,710
-96 Reduced 1.88%
5,008 $329,000
Q2 2024

Aug 07, 2024

SELL
$57.5 - $65.38 $234,945 - $267,142
-4,086 Reduced 44.46%
5,104 $304,000
Q1 2024

May 10, 2024

BUY
$59.31 - $65.53 $25,562 - $28,243
431 Added 4.92%
9,190 $569,000
Q4 2023

Feb 14, 2024

SELL
$51.2 - $63.51 $51,353 - $63,700
-1,003 Reduced 10.27%
8,759 $546,000
Q3 2023

Nov 13, 2023

SELL
$44.08 - $56.28 $124,305 - $158,709
-2,820 Reduced 22.41%
9,762 $549,000
Q2 2023

Jul 31, 2023

SELL
$40.72 - $46.89 $14,048 - $16,177
-345 Reduced 2.67%
12,582 $572,000
Q1 2023

May 10, 2023

BUY
$36.47 - $49.94 $278,266 - $381,042
7,630 Added 144.04%
12,927 $528,000
Q4 2022

Feb 07, 2023

BUY
$33.66 - $41.51 $178,297 - $219,878
5,297 New
5,297 $204,000

Others Institutions Holding DFIN

About Donnelley Financial Solutions, Inc.


  • Ticker DFIN
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 29,716,300
  • Market Cap $1.84B
  • Description
  • Donnelley Financial Solutions, Inc. operates as a risk and compliance solutions company worldwide. The company operates through four segments: Capital Markets ? Software Solutions (CM-SS), Capital Markets ? Compliance and Communications Management (CM-CCM), Investment Companies ? Software Solutions (IC-SS), and Investment Companies ? Compliance ...
More about DFIN
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.