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 | 
|---|---|---|---|---|---|---|---|
| 
               
                  Aug 11, 2025
                  Q2 2025
                 
               |   
            
              
   
      Principal Securities, Inc.
       
           
            Des Moines, IA  | 
            
               BUY                   
             | 
            - | 
              457+ 45.02% | 
            
                                   
                  $17.5K - $28.2K
                 
             |    
            
                                 
                1.47K
                $67.2K
                
             |               
            |
| 
               
                  Aug 11, 2025
                  Q2 2025
                 
               |   
            
              
   
      Royce & Associates LP
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              132K+ 357.32% | 
            
                                   
                  $5.07M - $8.16M
                 
             |    
            
                                 
                169K
                $7.74M
                
             |               
            |
| 
               
                  Aug 11, 2025
                  Q2 2025
                 
               |   
            
              
   
      Vanguard Group Inc
       
           
            Valley Forge, PA  | 
            
               SELL                   
             | 
            - | 
              -51.4K- 2.75% | 
            
                                   
                  $1.97M - $3.17M
                 
             |    
            
                                 
                1.82M
                $83M
                
             |               
            |
| 
               
                  Aug 11, 2025
                  Q2 2025
                 
               |   
            
              
   
      Td Waterhouse Canada Inc.
       
           
            Toronto, A6  | 
            
               SELL                   
             | 
            - | 
              -14- 56.0% | 
            
                                   
                  $536 - $863
                 
             |    
            
                                 
                11
                $502
                
             |               
            |
| 
               
                  Aug 11, 2025
                  Q2 2025
                 
               |   
            
              
   
      Rothschild Investment LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              55+ 550.0% | 
            
                                   
                  $2.11K - $3.39K
                 
             |    
            
                                 
                65
                $2.97K
                
             |               
            |
| 
               
                  Aug 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Kbc Group Nv
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -581- 37.48% | 
            
                                   
                  $22.2K - $35.8K
                 
             |    
            
                                 
                969
                $44.2K
                
             |               
            |
| 
               
                  Aug 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Pnc Financial Services Group, Inc.
       
           
            Pittsburgh, PA  | 
            
               SELL                   
             | 
            - | 
              -1.08K- 2.86% | 
            
                                   
                  $41.5K - $66.8K
                 
             |    
            
                                 
                36.8K
                $1.68M
                
             |               
            |
| 
               
                  Aug 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Geode Capital Management, LLC
       
           
            Boston, MA  | 
            
               SELL                   
             | 
            - | 
              -27.3K- 4.29% | 
            
                                   
                  $1.04M - $1.68M
                 
             |    
            
                                 
                609K
                $27.8M
                
             |               
            |
| 
               
                  Aug 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Police & Firemen'S Retirement System Of New Jersey
       
           
            Trenton, NJ  | 
            
               BUY                   
             | 
            - | 
              128+ 2.19% | 
            
                                   
                  $4.9K - $7.89K
                 
             |    
            
                                 
                5.98K
                $273K
                
             |               
            |
| 
               
                  Aug 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Larson Financial Group LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -7- 38.89% | 
            
                                   
                  $268 - $432
                 
             |    
            
                                 
                11
                $502
                
             |               
            |
| 
               
                  Aug 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Clearstead Trust, LLC
       
           
            Portland, ME  | 
            
               BUY                   
             | 
            - | 
              20New | 
            
                                   
                  $766 - $1.23K
                 
             |    
            
                                 
                20
                $913
                
             |               
            |
| 
               
                  Aug 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Principal Financial Group Inc
       
           
            Des Moines, IA  | 
            
               SELL                   
             | 
            - | 
              -6.33K- 4.78% | 
            
                                   
                  $242K - $390K
                 
             |    
            
                                 
                126K
                $5.76M
                
             |               
            |
| 
               
                  Aug 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
       
           
            Harrisburg, PA  | 
            
               BUY                   
             | 
            - | 
              175+ 2.75% | 
            
                                   
                  $6.7K - $10.8K
                 
             |    
            
                                 
                6.53K
                $298K
                
             |               
            |
| 
               
                  Aug 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Westwood Holdings Group Inc
       
           
            Dallas, TX  | 
            
               BUY                   
             | 
            - | 
              610KNew | 
            
                                   
                  $23.3M - $37.6M
                 
             |    
            
                                 
                610K
                $27.8M
                
             |               
            |
| 
               
                  Aug 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Creative Planning
       
           
            Overland Park, KS  | 
            
               BUY                   
             | 
            - | 
              10.9K+ 141.22% | 
            
                                   
                  $417K - $671K
                 
             |    
            
                                 
                18.6K
                $849K
                
             |               
            |
| 
               
                  Aug 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Intech Investment Management LLC
       
           
            West Palm Beach, FL  | 
            
               SELL                   
             | 
            - | 
              -10.4K- 39.4% | 
            
                                   
                  $397K - $639K
                 
             |    
            
                                 
                15.9K
                $727K
                
             |               
            |
| 
               
                  Aug 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Alberta Investment Management Corp
       
           
            Edmonton, A0  | 
            
               BUY                   
             | 
            - | 
              50K+ 33.33% | 
            
                                   
                  $1.91M - $3.08M
                 
             |    
            
                                 
                200K
                $9.13M
                
             |               
            |
| 
               
                  Aug 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Bell Investment Advisors, Inc
       
           
            Oakland, CA  | 
            
               BUY                   
             | 
            - | 
              101New | 
            
                                   
                  $3.87K - $6.23K
                 
             |    
            
                                 
                101
                $4.61K
                
             |               
            |
| 
               
                  Aug 07, 2025
                  Q2 2025
                 
               |   
            
              
   
      Connor, Clark & Lunn Investment Management Ltd.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -5.33K- 16.54% | 
            
                                   
                  $204K - $328K
                 
             |    
            
                                 
                26.9K
                $1.23M
                
             |               
            |
| 
               
                  Aug 07, 2025
                  Q2 2025
                 
               |   
            
              
   
      Teachers Retirement System Of The State Of Kentucky
       
           
            Frankfort, KY  | 
            
               SELL                   
             | 
            - | 
              -549- 6.6% | 
            
                                   
                  $21K - $33.8K
                 
             |    
            
                                 
                7.77K
                $355K
                
             |               
            |
| 
               
                  Aug 07, 2025
                  Q2 2025
                 
               |   
            
              
   
      Mawer Investment Management Ltd.
       
           
            Calgary, A0  | 
            
               SELL                   
             | 
            - | 
              -258K- 19.39% | 
            
                                   
                  $9.89M - $15.9M
                 
             |    
            
                                 
                1.07M
                $49.1M
                
             |               
            |
| 
               
                  Aug 07, 2025
                  Q2 2025
                 
               |   
            
              
   
      Pro Share Advisors LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -661- 10.04% | 
            
                                   
                  $25.3K - $40.8K
                 
             |    
            
                                 
                5.92K
                $270K
                
             |               
            |
| 
               
                  Aug 07, 2025
                  Q2 2025
                 
               |   
            
              
   
      King Luther Capital Management Corp
       
           
            Fort Worth, TX  | 
            
               BUY                   
             | 
            - | 
              54.7KNew | 
            
                                   
                  $2.1M - $3.37M
                 
             |    
            
                                 
                54.7K
                $2.5M
                
             |               
            |
| 
               
                  Aug 07, 2025
                  Q2 2025
                 
               |   
            
              
   
      Allworth Financial LP
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -22- 19.13% | 
            
                                   
                  $842 - $1.36K
                 
             |    
            
                                 
                93
                $4.25K
                
             |               
            |
| 
               
                  Aug 07, 2025
                  Q2 2025
                 
               |   
            
              
   
      Illinois Municipal Retirement Fund
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.76K- 11.58% | 
            
                                   
                  $67.2K - $108K
                 
             |    
            
                                 
                13.4K
                $612K
                
             |               
            |
| 
               
                  Aug 06, 2025
                  Q2 2025
                 
               |   
            
              
   
      Legacy Investment Solutions, LLC
       
           
            Meridian, ID  | 
            
               SELL                   
             | 
            - | 
              -16- 61.54% | 
            
                                   
                  $612 - $986
                 
             |    
            
                                 
                10
                $457
                
             |               
            |
| 
               
                  Aug 06, 2025
                  Q2 2025
                 
               |   
            
              
   
      Legacy Wealth Managment, Llc/Id
       
           
            Boise, ID  | 
            
               SELL                   
             | 
            - | 
              -16- 61.54% | 
            
                                   
                  $612 - $986
                 
             |    
            
                                 
                10
                $457
                
             |               
            |
| 
               
                  Aug 06, 2025
                  Q2 2025
                 
               |   
            
              
   
      Sterling Capital Management LLC
       
           
            Charlotte, NC  | 
            
               BUY                   
             | 
            - | 
              56+ 29.47% | 
            
                                   
                  $2.14K - $3.45K
                 
             |    
            
                                 
                246
                $11.2K
                
             |               
            |
| 
               
                  Aug 05, 2025
                  Q2 2025
                 
               |   
            
              
   
      Versor Investments LP
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              4.3KNew | 
            
                                   
                  $165K - $265K
                 
             |    
            
                                 
                4.3K
                $196K
                
             |               
            |
| 
               
                  Aug 05, 2025
                  Q2 2025
                 
               |   
            
              
   
      Bank Of Montreal 
       
           
            Toronto, A6  | 
            
               SELL                   
             | 
            - | 
              -508- 2.16% | 
            
                                   
                  $19.4K - $31.3K
                 
             |    
            
                                 
                23K
                $1.05M
                
             |               
            |
| 
               
                  Aug 05, 2025
                  Q2 2025
                 
               |   
            
              
   
      Burney CO
       
           
            Reston, VA  | 
            
               SELL                   
             | 
            - | 
              -13.9K- 60.81% | 
            
                                   
                  $532K - $857K
                 
             |    
            
                                 
                8.95K
                $409K
                
             |               
            |
| 
               
                  Aug 05, 2025
                  Q2 2025
                 
               |   
            
              
   
      Access Investment Management LLC
       
           
            Atlanta, GA  | 
            
               BUY                   
             | 
            - | 
              425+ 0.19% | 
            
                                   
                  $16.3K - $26.2K
                 
             |    
            
                                 
                219K
                $10M
                
             |               
            |
| 
               
                  Aug 05, 2025
                  Q2 2025
                 
               |   
            
              
   
      Simplex Trading, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -37- 71.15% | 
            
                                   
                  $1.42K - $2.28K
                 
             |    
            
                                 
                15
                $685
                
             |               
            |
| 
               
                  Aug 05, 2025
                  Q2 2025
                 
               |   
            
              
   
      Huntington National Bank
       
           
            Columbus, OH  | 
            
               BUY                   
             | 
            - | 
              517+ 48.45% | 
            
                                   
                  $19.8K - $31.9K
                 
             |    
            
                                 
                1.58K
                $72.3K
                
             |               
            |
| 
               
                  Aug 05, 2025
                  Q2 2025
                 
               |   
            
              
   
      Bnp Paribas Asset Management Holding S.A.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              314New | 
            
                                   
                  $12K - $19.4K
                 
             |    
            
                                 
                314
                $14.3K
                
             |               
            |
| 
               
                  Aug 04, 2025
                  Q2 2025
                 
               |   
            
              
   
      Assetmark, Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              7.13K+ 17.73% | 
            
                                   
                  $273K - $440K
                 
             |    
            
                                 
                47.4K
                $2.16M
                
             |               
            |
| 
               
                  Aug 04, 2025
                  Q2 2025
                 
               |   
            
              
   
      Hantz Financial Services, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              20New | 
            
                                   
                  $766 - $1.23K
                 
             |    
            
                                 
                20
                $913
                
             |               
            |
| 
               
                  Aug 01, 2025
                  Q2 2025
                 
               |   
            
              
   
      Bessemer Group Inc
       
           
            Woodbridge, NJ  | 
            
               BUY                   
             | 
            - | 
              126+ 141.57% | 
            
                                   
                  $4.82K - $7.77K
                 
             |    
            
                                 
                215
                $9.82K
                
             |               
            |
| 
               
                  Aug 01, 2025
                  Q2 2025
                 
               |   
            
              
   
      Teacher Retirement System Of Texas
       
           
            Austin, TX  | 
            
               BUY                   
             | 
            - | 
              4.12KNew | 
            
                                   
                  $158K - $254K
                 
             |    
            
                                 
                4.12K
                $188K
                
             |               
            |
| 
               
                  Jul 31, 2025
                  Q2 2025
                 
               |   
            
              
   
      Envestnet Asset Management Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -10.6K- 6.15% | 
            
                                   
                  $407K - $655K
                 
             |    
            
                                 
                162K
                $7.4M
                
             |               
            |
| 
               
                  Jul 31, 2025
                  Q2 2025
                 
               |   
            
              
   
      Caitong International Asset Management Co., LTD
       
           
            Hong Kong, K3  | 
            
               BUY                   
             | 
            - | 
              465+ 1107.14% | 
            
                                   
                  $17.8K - $28.7K
                 
             |    
            
                                 
                507
                $23.1K
                
             |               
            |
| 
               
                  Jul 29, 2025
                  Q2 2025
                 
               |   
            
              
   
      William Blair Investment Management, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              19.3K+ 4.92% | 
            
                                   
                  $737K - $1.19M
                 
             |    
            
                                 
                411K
                $18.8M
                
             |               
            |
| 
               
                  Jul 29, 2025
                  Q2 2025
                 
               |   
            
              
   
      Mutual Of America Capital Management LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              3.27KNew | 
            
                                   
                  $125K - $201K
                 
             |    
            
                                 
                3.27K
                $149K
                
             |               
            |
| 
               
                  Jul 28, 2025
                  Q2 2025
                 
               |   
            
              
   
      Bridges Investment Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.77K+ 15.45% | 
            
                                   
                  $106K - $171K
                 
             |    
            
                                 
                20.7K
                $944K
                
             |               
            |
| 
               
                  Jul 24, 2025
                  Q2 2025
                 
               |   
            
              
   
      Abrdn PLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              29.8K+ 6.92% | 
            
                                   
                  $1.14M - $1.84M
                 
             |    
            
                                 
                460K
                $21M
                
             |               
            |
| 
               
                  Jul 24, 2025
                  Q2 2025
                 
               |   
            
              
   
      Ifp Advisors, Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              174New | 
            
                                   
                  $6.66K - $10.7K
                 
             |    
            
                                 
                174
                $7.94K
                
             |               
            |
| 
               
                  Jul 23, 2025
                  Q2 2025
                 
               |   
            
              
   
      Us Bancorp \De\
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              370+ 20.58% | 
            
                                   
                  $14.2K - $22.8K
                 
             |    
            
                                 
                2.17K
                $99K
                
             |               
            |
| 
               
                  Jul 23, 2025
                  Q2 2025
                 
               |   
            
              
   
      Shell Asset Management CO
       
           
            The Hague, P7  | 
            
               SELL                   
             | 
            - | 
              -896- 17.5% | 
            
                                   
                  $34.3K - $55.2K
                 
             |    
            
                                 
                4.22K
                $193K
                
             |               
            |
| 
               
                  Jul 18, 2025
                  Q2 2025
                 
               |   
            
              
   
      Truist Financial Corp
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -2.63K- 30.17% | 
            
                                   
                  $101K - $162K
                 
             |    
            
                                 
                6.1K
                $278K
                
             |               
            |
| 
               
                  Jul 15, 2025
                  Q2 2025
                 
               |   
            
              
   
      Public Employees Retirement System Of Ohio
       
           
            Columbus, OH  | 
            
               BUY                   
             | 
            - | 
              35.1K+ 48.66% | 
            
                                   
                  $1.34M - $2.17M
                 
             |    
            
                                 
                107K
                $4.9M
                
             |