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DONNELLEY FINL SOLUTIONS INC
DONNELLEY FINL SOLUTIONS INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 215 Institutional holders with a total value of $452,615,026.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MassMutual Private Wealth & Trust, FSB 0 0 0.00%
2 SOWELL FINANCIAL SERVICES LLC 13 0 0.00%
3 WFG Advisors, LP 3 0 0.00%
4 WASHINGTON TRUST BANK 5 0 0.00%
5 Parkside Financial Bank & Trust 21 0 0.00%
6 TCI Wealth Advisors, Inc. 10 0 0.00%
7 ENTERPRISE FINANCIAL SERVICES CORP 17 0 0.00%
8 ASSETMARK, INC 2 0 0.00%
9 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 15 0 0.00%
10 YORKBRIDGE WEALTH PARTNERS, LLC 25 0 0.00%
11 SUTTON WEALTH ADVISORS INC. 3 69 0.00%
12 Winslow, Evans & Crocker, Inc. 14 322 0.00%
13 BARCLAYS PLC 24 1,000 0.00% Call
14 Edge Wealth Management LLC 25 1,000 0.00%
15 GENEOS WEALTH MANAGEMENT INC. 64 1,000 0.00%
16 ALPHA OMEGA WEALTH MANAGEMENT LLC 62 1,000 0.00%
17 Liberty Capital Management, Inc. 65 1,000 0.00%
18 FineMark National Bank & Trust 27 1,000 0.00%
19 BRONFMAN E.L. ROTHSCHILD, L.P. 54 1,000 0.00%
20 TRUST DEPARTMENT MB FINANCIAL BANK N A 33 1,000 0.00%
21 GLENMEDE TRUST CO NA 62 1,000 0.00%
22 FIRST INTERSTATE BANK 64 1,000 0.00%
23 TRUST CO 66 2,000 0.00%
24 SONORA INVESTMENT MANAGEMENT, LLC 100 2,298 0.00%
25 Gradient Investments LLC 121 3,000 0.00%
26 KANALY TRUST CO 123 3,000 0.00%
27 TORONTO DOMINION BANK 125 3,000 0.00%
28 PACER ADVISORS, INC. 118 3,000 0.00%
29 Perkins Coie Trust Co 125 3,000 0.00%
30 1832 Asset Management L.P. 109 3,000 0.00%
31 GLEN EAGLE ADVISORS, LLC 174 3,999 0.00%
32 Catalyst Capital Advisors LLC 155 4,000 0.00%
33 IFP ADVISORS, INC 159 4,000 0.00%
34 CUTLER GROUP LLC / CA 3,800 4,000 0.00% Call
35 BELLWETHER INVESTMENT GROUP, LLC 239 5,000 0.00%
36 Parallax Volatility Advisers, L.P. 226 5,000 0.00%
37 Cordasco Financial Network 250 6,000 0.00%
38 PARALLEL ADVISORS, LLC 251 6,000 0.00%
39 CRIBSTONE CAPITAL MANAGEMENT, LLC 304 7,000 0.00%
40 TRUST CO OF VERMONT 295 7,000 0.00%
41 Evercore Wealth Management, LLC 375 9,000 0.00%
42 North Star Investment Management Corp. 399 9,000 0.00%
43 BESSEMER GROUP INC 405 10,000 0.00%
44 BARCLAYS PLC 468 11,000 0.00% Put
45 GOLDMAN SACHS GROUP INC 540 12,000 0.00% Put
46 FIFTH THIRD BANCORP 507 12,000 0.00%
47 MEEDER ASSET MANAGEMENT INC 583 13,000 0.00%
48 IHT WEALTH MANAGEMENT, LLC 610 14,000 0.00%
49 RIVERHEAD CAPITAL MANAGEMENT LLC 625 14,000 0.00%
50 US BANCORP \DE\ 661 16,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.