Latest Institutional Transactions on Donnelley Financial Solutions, Inc. (DFIN)
This table provides information on the latest institutional transactions involving Donnelley Financial Solutions, Inc. (DFIN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-140- 1.77% |
$7.05K - $9.17K
|
7.77K
$355K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
4.01K+ 21.89% |
$202K - $263K
|
22.3K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.35K+ 3878.26% |
$269K - $351K
|
5.49K
$251K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-805- 9.25% |
$40.5K - $52.7K
|
7.9K
$361K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 15.38% |
$503 - $655
|
55
$2.51K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-860- 10.17% |
$43.3K - $56.3K
|
7.59K
$347K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
3K+ 37.5% |
$151K - $197K
|
11K
$502K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-71- 34.63% |
$3.57K - $4.65K
|
134
$6.12K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
660+ 9.0% |
$33.2K - $43.2K
|
7.99K
$365K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
968New |
$48.7K - $63.4K
|
968
$44.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
25New |
$1.26K - $1.64K
|
25
$1.14K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
58+ 0.58% |
$2.92K - $3.8K
|
10K
$457K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.52K- 47.1% |
$177K - $231K
|
3.95K
$180K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-21- 0.2% |
$1.06K - $1.38K
|
10.5K
$480K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
343+ 28.95% |
$17.3K - $22.5K
|
1.53K
$69.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-235- 44.26% |
$11.8K - $15.4K
|
296
$13.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
825+ 1.49% |
$41.5K - $54.1K
|
56.1K
$2.56M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-136- 0.28% |
$6.85K - $8.91K
|
48.6K
$2.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$50.3 - $65.5
|
1
$45.7
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-4.58K- 8.8% |
$231K - $300K
|
47.5K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.5KNew |
$628K - $817K
|
12.5K
$569K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
108+ 27.84% |
$5.44K - $7.08K
|
496
$22.6K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-93- 0.61% |
$4.68K - $6.09K
|
15.1K
$689K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
352+ 6.03% |
$17.7K - $23.1K
|
6.19K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 5.88% |
$35.2K - $45.9K
|
12.6K
$575K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 2.2% |
$101 - $131
|
93
$4.25K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-98.3K- 55.55% |
$4.95M - $6.44M
|
78.6K
$3.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
192New |
$9.67K - $12.6K
|
192
$8.77K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
205New |
$10.3K - $13.4K
|
205
$9.36K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-13K- 1.74% |
$654K - $851K
|
734K
$33.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-53.4K- 26.33% |
$2.69M - $3.5M
|
149K
$6.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-241- 41.34% |
$12.1K - $15.8K
|
342
$15.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-75.5K- 9.05% |
$3.8M - $4.95M
|
759K
$34.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
59+ 8.55% |
$2.97K - $3.87K
|
749
$34.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
90New |
$4.53K - $5.9K
|
90
$4.11K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.54K+ 40.19% |
$128K - $166K
|
8.85K
$404K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-68.7K- 63.13% |
$3.46M - $4.5M
|
40.1K
$1.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.09K- 11.46% |
$54.7K - $71.2K
|
8.4K
$384K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 4.26% |
$705 - $917
|
315
$14.4K
|
|
|
Oct 14, 2025
Q3 2025
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-230K- 98.31% |
$11.6M - $15.1M
|
3.97K
$181K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.14K+ 28.06% |
$57.3K - $74.6K
|
5.19K
$237K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
5.32K+ 23.32% |
$268K - $348K
|
28.1K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
140New |
$7.05K - $9.17K
|
140
$6.39K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-14.6K- 74.69% |
$733K - $953K
|
4.93K
$225K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-15.6K- 69.37% |
$786K - $1.02M
|
6.9K
$315K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
44+ 12.75% |
$2.21K - $2.88K
|
389
$17.8K
|
|
| Q2 2025 | |||||||
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.19K- 7.96% |
$45.5K - $73.2K
|
13.7K
$627K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-79- 1.24% |
$3.02K - $4.87K
|
6.3K
$287K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-58.7K- 4.88% |
$2.25M - $3.62M
|
1.15M
$52.3M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.3K- 26.88% |
$49.7K - $80.1K
|
3.53K
$161K
|
|