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 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
25New |
$1.02K - $1.17K
|
25
$1.58K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12New |
$489 - $563
|
12
$757
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
8.39KNew |
$342K - $394K
|
8.39K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
Medina Singh Partners, LLC
Los Angeles, CA |
BUY
|
- |
26.1K+ 16.15% |
$1.06M - $1.22M
|
187K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
17+ 54.84% |
$692 - $797
|
48
$3.03K
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
5.1KNew |
$208K - $239K
|
5.1K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.71K+ 9.86% |
$192K - $221K
|
52.5K
$3.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
27.5K+ 491.07% |
$1.12M - $1.29M
|
33.1K
$2.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-4.8K- 41.03% |
$195K - $225K
|
6.9K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
654New |
$26.6K - $30.7K
|
654
$41.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
12.6KNew |
$514K - $592K
|
12.6K
$797K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
320New |
$13K - $15K
|
320
$20.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
30New |
$1.22K - $1.41K
|
30
$1.89K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
183New |
$7.45K - $8.58K
|
183
$11.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.5KNew |
$183K - $211K
|
4.5K
$284K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-821Closed |
$29.9K - $41K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
23+ 14.56% |
$839 - $1.15K
|
181
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
100New |
$3.65K - $4.99K
|
100
$6.31K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-512- 9.36% |
$18.7K - $25.6K
|
4.96K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
71.5KNew |
$2.61M - $3.57M
|
71.5K
$4.51M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
277KNew |
$10.1M - $13.9M
|
277K
$17.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-4.98K- 98.03% |
$182K - $249K
|
100
$6.31K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.02KNew |
$183K - $251K
|
5.02K
$317K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-22.7K- 72.67% |
$765K - $944K
|
8.55K
$540K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
110K+ 13.99% |
$3.69M - $4.56M
|
894K
$56.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-6.12K- 38.24% |
$206K - $254K
|
9.88K
$623K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
26New |
$875 - $1.08K
|
26
$1.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5New |
$168 - $208
|
5
$316
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.5KNew |
$84.2K - $104K
|
2.5K
$158K
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.15K- 2.39% |
$38.6K - $47.7K
|
46.9K
$2.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
65New |
$2.19K - $2.7K
|
65
$4.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
61.9KNew |
$2.08M - $2.57M
|
61.9K
$3.91M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-8.47K- 64.42% |
$285K - $351K
|
4.68K
$295K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
76New |
$2.56K - $3.15K
|
76
$4.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
150New |
$5.05K - $6.23K
|
150
$9.47K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-13.3K- 29.91% |
$398K - $592K
|
31.2K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
7.77KNew |
$232K - $345K
|
7.77K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8.92KNew |
$266K - $396K
|
8.92K
$563K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-45.5KClosed |
$1.36M - $2.02M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
8.52KNew |
$254K - $378K
|
8.52K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Cannell Capital LLC
Alta, WY |
SELL
|
- |
-4.2K- 37.5% |
$125K - $186K
|
7K
$442K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 1.64% |
$29.9 - $44.4
|
60
$3.79K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.5KNew |
$372K - $554K
|
12.5K
$787K
|
|
|
Nov 09, 2022
Q3 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-6.05K- 10.92% |
$181K - $269K
|
49.4K
$3.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 66.67% |
$179 - $266
|
15
$947
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
6New |
$179 - $266
|
6
$379
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
5.43KNew |
$162K - $241K
|
5.43K
$343K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18New |
$537 - $799
|
18
$1.14K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
214New |
$6.39K - $9.5K
|
214
$13.5K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
9New |
$269 - $399
|
9
$568
|
|