Institutional Ownership Donnelley Financial Solutions, Inc. (DFIN)
This table provides information about the institutional ownership of Donnelley Financial Solutions, Inc. (DFIN). We have compiled data on the 264 institutions that hold shares in the stock, with a total of 27 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
81
shares
|
$4,713
0.0% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
77
shares
|
$4,480
0.0% of portfolio
|
Q3 2024
Added 113.89%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
76
shares
|
$4,422
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
76
shares
|
$4,422
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
75
shares
|
$4,364
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
65
shares
|
$3,782
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
62
shares
|
$3,607
0.0% of portfolio
|
Q3 2024
Added 264.71%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
58
shares
|
$3,375
0.0% of portfolio
|
Q3 2024
Reduced 32.56%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
57
shares
|
$3,316
0.0% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
55
shares
|
$3,200
0.0% of portfolio
|
Q2 2022
Added 12.24%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
55
shares
|
$3,200
0.0% of portfolio
|
Q4 2023
Reduced 57.03%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
48
shares
|
$2,793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
48
shares
|
$2,793
0.0% of portfolio
|
Q2 2023
Added 54.84%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
33
shares
|
$1,920
0.0% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
27
shares
|
$1,571
0.0% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
25
shares
|
$1,454
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
21
shares
|
$1,221
0.0% of portfolio
|
Q3 2024
Reduced 86.18%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
18
shares
|
$1,047
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
18
shares
|
$1,047
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15
shares
|
$872
0.0% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
13
shares
|
$756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
13
shares
|
$756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12
shares
|
$698
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
10
shares
|
$581
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
10
shares
|
$581
0.0% of portfolio
|
Q3 2024
New holding
|