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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-2.06K- 5.91% |
$89K - $142K
|
32.7K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 350.0% |
$606 - $970
|
18
$1.17K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.34% |
$13K - $20.8K
|
12.5K
$812K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-141- 1.76% |
$6.1K - $9.77K
|
7.86K
$511K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
50+ 12.53% |
$2.16K - $3.47K
|
449
$29.2K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
33.3KNew |
$1.44M - $2.31M
|
33.3K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-17.8K- 2.11% |
$769K - $1.23M
|
826K
$53.6M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 425.0% |
$736 - $1.18K
|
21
$1.36K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3- 1.73% |
$130 - $208
|
170
$11K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.11K- 9.13% |
$178K - $285K
|
40.9K
$2.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
9.44K+ 111.32% |
$409K - $654K
|
17.9K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19+ 10.0% |
$823 - $1.32K
|
209
$13.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
31+ 36.9% |
$1.34K - $2.15K
|
115
$7.47K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 6.39% |
$449K - $719K
|
173K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.85K+ 26.85% |
$80K - $128K
|
8.73K
$567K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.36K+ 2.6% |
$145K - $233K
|
133K
$8.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 3.2% |
$8.66K - $13.9K
|
6.04K
$392K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
22New |
$952 - $1.53K
|
22
$1.43K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
30+ 300.0% |
$1.3K - $2.08K
|
40
$2.6K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.8K- 3.47% |
$78.1K - $125K
|
50.2K
$3.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-47- 0.61% |
$2.03K - $3.26K
|
7.63K
$496K
|
|
|
Apr 24, 2025
Q1 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-22K- 9.64% |
$950K - $1.52M
|
206K
$13.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-26.1K- 17.44% |
$1.13M - $1.81M
|
123K
$8.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.14K+ 8.15% |
$49.4K - $79.2K
|
15.2K
$984K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-63- 41.45% |
$2.73K - $4.37K
|
89
$5.78K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
60.3KNew |
$2.61M - $4.18M
|
60.3K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$216 - $347
|
5
$325
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-11.1K- 1.43% |
$481K - $770K
|
763K
$49.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-93- 14.37% |
$4.03K - $6.45K
|
554
$36K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-441- 2.91% |
$19.1K - $30.6K
|
14.7K
$955K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 25.0% |
$43.3 - $69.3
|
3
$195
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-168- 0.3% |
$7.27K - $11.6K
|
55.3K
$3.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$433 - $693
|
10
$649
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.72K- 11.36% |
$74.5K - $119K
|
13.4K
$871K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
42New |
$1.82K - $2.91K
|
42
$2.73K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 55.56% |
$433 - $693
|
28
$1.82K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-6.93K- 23.54% |
$300K - $480K
|
22.5K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
199+ 195.1% |
$8.61K - $13.8K
|
301
$19.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.71KNew |
$247K - $396K
|
5.71K
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
17New |
$736 - $1.18K
|
17
$1.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-194- 1.93% |
$8.4K - $13.4K
|
9.86K
$640K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-12K- 97.71% |
$518K - $829K
|
280
$18.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-637- 1.32% |
$27.6K - $44.2K
|
47.5K
$3.09M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
6.11K+ 2.74% |
$265K - $424K
|
229K
$14.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 71.43% |
$1.08K - $1.73K
|
10
$649
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.1K+ 6.66% |
$119K - $142K
|
33.7K
$2.19M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-180- 0.24% |
$10.2K - $12.2K
|
74.5K
$4.84M
|
|
|
Mar 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
43K+ 560.41% |
$2.43M - $2.9M
|
50.6K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.14KNew |
$234K - $280K
|
4.14K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-232- 2.35% |
$13.1K - $15.7K
|
9.66K
$627K
|
|