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 | 
|---|---|---|---|---|---|---|---|
| 
               
                  Jul 15, 2025
                  Q2 2025
                 
               |   
            
              
   
      Fifth Third Bancorp
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -157- 52.16% | 
            
                                   
                  $6.01K - $9.68K
                 
             |    
            
                                 
                144
                $6.58K
                
             |               
            |
| 
               
                  Jul 14, 2025
                  Q2 2025
                 
               |   
            
              
   
      Advisor Net Financial, Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              110New | 
            
                                   
                  $4.21K - $6.78K
                 
             |    
            
                                 
                110
                $5.02K
                
             |               
            |
| 
               
                  Jul 11, 2025
                  Q2 2025
                 
               |   
            
              
   
      Umb Bank, N.A.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              153+ 510.0% | 
            
                                   
                  $5.86K - $9.43K
                 
             |    
            
                                 
                183
                $8.36K
                
             |               
            |
| 
               
                  Jul 11, 2025
                  Q2 2025
                 
               |   
            
              
   
      Uma Financial Services, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -4- 18.18% | 
            
                                   
                  $153 - $247
                 
             |    
            
                                 
                18
                $822
                
             |               
            |
| 
               
                  Jul 08, 2025
                  Q2 2025
                 
               |   
            
              
   
      Massmutual Trust CO Fsb
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              10+ 13.7% | 
            
                                   
                  $383 - $617
                 
             |    
            
                                 
                83
                $3.79K
                
             |               
            |
| 
               
                  Jul 07, 2025
                  Q2 2025
                 
               |   
            
              
   
      Parallel Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -30- 85.71% | 
            
                                   
                  $1.15K - $1.85K
                 
             |    
            
                                 
                5
                $228
                
             |               
            |
| Q1 2025 | |||||||
| 
               
                  Sep 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Charles Schwab Investment Management Inc
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              5.7K+ 1.55% | 
            
                                   
                  $247K - $395K
                 
             |    
            
                                 
                374K
                $17.1M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Winton Group LTD
       
           
            London, X0  | 
            
               BUY                   
             | 
            - | 
              12.1K+ 118.16% | 
            
                                   
                  $524K - $838K
                 
             |    
            
                                 
                22.3K
                $1.02M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Aviva PLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.98K+ 29.75% | 
            
                                   
                  $129K - $207K
                 
             |    
            
                                 
                13K
                $594K
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Verition Fund Management LLC
       
           
            Greenwich, CT  | 
            
               SELL                   
             | 
            - | 
              -172- 0.87% | 
            
                                   
                  $7.45K - $11.9K
                 
             |    
            
                                 
                19.6K
                $896K
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Vident Advisory, LLC
       
           
            Alpharetta, GA  | 
            
               SELL                   
             | 
            - | 
              -32.1K- 76.19% | 
            
                                   
                  $1.39M - $2.23M
                 
             |    
            
                                 
                10K
                $459K
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Aquatic Capital Management LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              12.1K+ 1569.12% | 
            
                                   
                  $526K - $842K
                 
             |    
            
                                 
                12.9K
                $590K
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Quarry LP
       
           
            New York, NY  | 
            
               SELL                   
             | 
            - | 
              -620- 91.99% | 
            
                                   
                  $26.8K - $43K
                 
             |    
            
                                 
                54
                $2.47K
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Wolverine Trading, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            CALL | 
              5.3KNew | 
            
                                   
                  $229K - $367K
                 
             |    
            
                                 
                5.3K
                $242K
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Ancora Advisors, LLC
       
           
            Cleveland, OH  | 
            
               BUY                   
             | 
            - | 
              12.2K+ 339.06% | 
            
                                   
                  $529K - $848K
                 
             |    
            
                                 
                15.8K
                $723K
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Ken Griffin                        
      Citadel Advisors LLC | Chicago, Il
   
           
             | 
            
               SELL                   
             | 
            PUT | 
              -2.5K- 64.1% | 
            
                                   
                  $108K - $173K
                 
             |    
            
                                 
                1.4K
                $63.9K
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Voloridge Investment Management, LLC
       
           
            Jupiter, FL  | 
            
               BUY                   
             | 
            - | 
              60.2K+ 125.24% | 
            
                                   
                  $2.61M - $4.17M
                 
             |    
            
                                 
                108K
                $4.94M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Bi Asset Management Fondsmaeglerselskab A
       
           
            Kobenhavn, G7  | 
            
               BUY                   
             | 
            - | 
              995New | 
            
                                   
                  $43.1K - $69K
                 
             |    
            
                                 
                995
                $45.4K
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Martingale Asset Management L P
       
           
            Boston, MA  | 
            
               BUY                   
             | 
            - | 
              400+ 1.49% | 
            
                                   
                  $17.3K - $27.7K
                 
             |    
            
                                 
                27.2K
                $1.24M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Winmill & Co. Inc
       
           
            Millbrook, NY  | 
            
               BUY                   
             | 
            - | 
              118K+ 94.4% | 
            
                                   
                  $5.11M - $8.18M
                 
             |    
            
                                 
                243K
                $11.1M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Cibc Private Wealth Group, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -22- 4.54% | 
            
                                   
                  $952 - $1.53K
                 
             |    
            
                                 
                463
                $21.1K
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Met Life Investment Management, LLC
       
           
            Whippany, NJ  | 
            
               BUY                   
             | 
            - | 
              376+ 2.37% | 
            
                                   
                  $16.3K - $26.1K
                 
             |    
            
                                 
                16.2K
                $741K
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Omers Administration Corp
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              13.2KNew | 
            
                                   
                  $571K - $915K
                 
             |    
            
                                 
                13.2K
                $603K
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Svb Wealth LLC
       
           
            Boston, MA  | 
            
               BUY                   
             | 
            - | 
              1.12KNew | 
            
                                   
                  $48.3K - $77.4K
                 
             |    
            
                                 
                1.12K
                $51K
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      True Wealth Design, LLC
       
           
            Akron, OH  | 
            
               BUY                   
             | 
            - | 
              11New | 
            
                                   
                  $476 - $763
                 
             |    
            
                                 
                11
                $502
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Granite Investment Partners, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              37.9K+ 20.18% | 
            
                                   
                  $1.64M - $2.63M
                 
             |    
            
                                 
                226K
                $10.3M
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Coldstream Capital Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.59KNew | 
            
                                   
                  $68.6K - $110K
                 
             |    
            
                                 
                1.59K
                $72.4K
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Quadrant Capital Group LLC
       
           
            Cincinnati, OH  | 
            
               SELL                   
             | 
            - | 
              -422- 68.73% | 
            
                                   
                  $18.3K - $29.3K
                 
             |    
            
                                 
                192
                $8.77K
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Burgundy Asset Management Ltd.
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              190KNew | 
            
                                   
                  $8.22M - $13.2M
                 
             |    
            
                                 
                190K
                $8.67M
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Algert Global LLC
       
           
            San Francisco, CA  | 
            
               SELL                   
             | 
            - | 
              -6.21K- 27.8% | 
            
                                   
                  $269K - $430K
                 
             |    
            
                                 
                16.1K
                $736K
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Binnacle Investments Inc
       
           
            Urbandale, IA  | 
            
               BUY                   
             | 
            - | 
              11New | 
            
                                   
                  $476 - $763
                 
             |    
            
                                 
                11
                $502
                
             |               
            |
| 
               
                  May 12, 2025
                  Q1 2025
                 
               |   
            
              
   
      Neumeier Poma Investment Counsel LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -48K- 14.86% | 
            
                                   
                  $2.08M - $3.33M
                 
             |    
            
                                 
                275K
                $12.6M
                
             |               
            |
| 
               
                  May 12, 2025
                  Q1 2025
                 
               |   
            
              
   
      Swiss National Bank
       
           
            Zurich, V8  | 
            
               SELL                   
             | 
            - | 
              -1.2K- 2.21% | 
            
                                   
                  $51.9K - $83.2K
                 
             |    
            
                                 
                53.1K
                $2.42M
                
             |               
            |
| 
               
                  May 12, 2025
                  Q1 2025
                 
               |   
            
              
   
      Jpmorgan Chase & CO
       
           
            New York, NY  | 
            
               SELL                   
             | 
            - | 
              -31.9K- 8.18% | 
            
                                   
                  $1.38M - $2.21M
                 
             |    
            
                                 
                358K
                $16.3M
                
             |               
            |
| 
               
                  May 12, 2025
                  Q1 2025
                 
               |   
            
              
   
      Public Employees Retirement Association Of Colorado
       
           
            Denver, CO  | 
            
               BUY                   
             | 
            - | 
              47.4K+ 23.93% | 
            
                                   
                  $2.05M - $3.29M
                 
             |    
            
                                 
                246K
                $11.2M
                
             |               
            |
| 
               
                  May 12, 2025
                  Q1 2025
                 
               |   
            
              
   
      South State Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              145New | 
            
                                   
                  $6.28K - $10.1K
                 
             |    
            
                                 
                145
                $6.62K
                
             |               
            |
| 
               
                  May 12, 2025
                  Q1 2025
                 
               |   
            
              
   
      Anfield Capital Management, LLC
       
           
            Newport Beach, CA  | 
            
               SELL                   
             | 
            - | 
              -3- 16.67% | 
            
                                   
                  $130 - $208
                 
             |    
            
                                 
                15
                $685
                
             |               
            |
| 
               
                  May 08, 2025
                  Q1 2025
                 
               |   
            
              
   
      Gsa Capital Partners LLP
       
           
            London, X0  | 
            
               BUY                   
             | 
            - | 
              7.58KNew | 
            
                                   
                  $328K - $526K
                 
             |    
            
                                 
                7.58K
                $346K
                
             |               
            |
| 
               
                  May 07, 2025
                  Q1 2025
                 
               |   
            
              
   
      Zurcher Kantonalbank (Zurich Cantonalbank)
       
           
            Zurich, V8  | 
            
               BUY                   
             | 
            - | 
              1.09K+ 12.34% | 
            
                                   
                  $47.3K - $75.8K
                 
             |    
            
                                 
                9.95K
                $454K
                
             |               
            |
| 
               
                  May 07, 2025
                  Q1 2025
                 
               |   
            
              
   
      Meeder Asset Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.25K+ 100.48% | 
            
                                   
                  $53.9K - $86.3K
                 
             |    
            
                                 
                2.48K
                $113K
                
             |               
            |
| 
               
                  May 07, 2025
                  Q1 2025
                 
               |   
            
              
   
      Xtx Topco LTD
       
           
            London, X0  | 
            
               BUY                   
             | 
            - | 
              15.3KNew | 
            
                                   
                  $661K - $1.06M
                 
             |    
            
                                 
                15.3K
                $697K
                
             |               
            |
| 
               
                  May 05, 2025
                  Q1 2025
                 
               |   
            
              
   
      Gallacher Capital Management LLC
       
           
            Lone Tree, CO  | 
            
               BUY                   
             | 
            - | 
              4.66KNew | 
            
                                   
                  $202K - $323K
                 
             |    
            
                                 
                4.66K
                $213K
                
             |               
            |
| 
               
                  May 05, 2025
                  Q1 2025
                 
               |   
            
              
   
      Lindbrook Capital, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -10- 1.65% | 
            
                                   
                  $433 - $693
                 
             |    
            
                                 
                597
                $27.3K
                
             |               
            |
| 
               
                  May 01, 2025
                  Q1 2025
                 
               |   
            
              
   
      Sbi Securities Co., Ltd.
       
           
            Tokyo, M0  | 
            
               SELL                   
             | 
            - | 
              -3- 1.73% | 
            
                                   
                  $130 - $208
                 
             |    
            
                                 
                170
                $7.76K
                
             |               
            |
| 
               
                  Apr 28, 2025
                  Q1 2025
                 
               |   
            
              
   
      Private Trust CO Na
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              30+ 300.0% | 
            
                                   
                  $1.3K - $2.08K
                 
             |    
            
                                 
                40
                $1.83K
                
             |               
            |
| 
               
                  Apr 22, 2025
                  Q1 2025
                 
               |   
            
              
   
      Garde Capital, Inc.
       
           
            Seattle, WA  | 
            
               BUY                   
             | 
            - | 
              5New | 
            
                                   
                  $216 - $347
                 
             |    
            
                                 
                5
                $228
                
             |               
            |
| 
               
                  Apr 17, 2025
                  Q1 2025
                 
               |   
            
              
   
      Stephens Consulting, LLC
       
           
            Flint, MI  | 
            
               BUY                   
             | 
            - | 
              10New | 
            
                                   
                  $433 - $693
                 
             |    
            
                                 
                10
                $457
                
             |               
            |
| 
               
                  Apr 17, 2025
                  Q1 2025
                 
               |   
            
              
   
      Abound Wealth Management
       
           
            Franklin, TN  | 
            
               SELL                   
             | 
            - | 
              -1- 25.0% | 
            
                                   
                  $43.3 - $69.3
                 
             |    
            
                                 
                3
                $137
                
             |               
            |
| 
               
                  Apr 16, 2025
                  Q1 2025
                 
               |   
            
              
   
      Cva Family Office, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              42New | 
            
                                   
                  $1.82K - $2.91K
                 
             |    
            
                                 
                42
                $1.92K
                
             |               
            |
| 
               
                  Apr 16, 2025
                  Q1 2025
                 
               |   
            
              
   
      Farmers & Merchants Investments Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              10+ 55.56% | 
            
                                   
                  $433 - $693
                 
             |    
            
                                 
                28
                $1.28K
                
             |               
            |