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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
5.84KNew |
$174K - $259K
|
5.84K
$368K
|
|
|
Oct 07, 2022
Q3 2022
|
Everence Capital Management Inc
|
BUY
|
- |
6.55KNew |
$196K - $291K
|
6.55K
$413K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
10New |
$256 - $336
|
10
$631
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
130New |
$3.33K - $4.36K
|
130
$8.2K
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-18.2KClosed |
$466K - $611K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150Closed |
$3.84K - $5.04K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-27.4KClosed |
$700K - $919K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-10KClosed |
$256K - $336K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-332KClosed |
$8.51M - $11.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-17.5KClosed |
$448K - $587K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-21Closed |
$538 - $705
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-9KClosed |
$231K - $302K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.63KClosed |
$170K - $223K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-16.9KClosed |
$433K - $568K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-1.73K- 0.23% |
$44.3K - $58.1K
|
760K
$47.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23.3KNew |
$597K - $782K
|
23.3K
$1.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-31.5K- 17.68% |
$806K - $1.06M
|
147K
$9.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
7+ 25.93% |
$179 - $235
|
34
$2.15K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-13- 0.18% |
$333 - $436
|
7.29K
$460K
|
|
|
Aug 10, 2022
Q2 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-2.75K- 7.03% |
$70.3K - $92.1K
|
36.3K
$2.29M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 66.67% |
$51.2 - $67.1
|
5
$316
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-91- 62.33% |
$2.33K - $3.05K
|
55
$3.47K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
152New |
$3.89K - $5.1K
|
152
$9.59K
|
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-7.19KClosed |
$184K - $242K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-417Closed |
$10.7K - $14K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-36.2KClosed |
$926K - $1.21M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.37KNew |
$35K - $46K
|
1.37K
$86.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-195- 45.24% |
$4.99K - $6.55K
|
236
$14.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-71Closed |
$1.82K - $2.38K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
25New |
$640 - $839
|
25
$1.58K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 12.24% |
$154 - $201
|
55
$3.47K
|
|
| Q1 2022 | |||||||
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
7.42KNew |
$221K - $347K
|
7.42K
$468K
|
|
|
May 24, 2022
Q1 2022
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-12.2KClosed |
$362K - $571K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-121KClosed |
$3.61M - $5.68M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-4.36KClosed |
$130K - $204K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-178KClosed |
$5.28M - $8.32M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.06K- 56.72% |
$121K - $190K
|
3.1K
$195K
|
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-44.6KClosed |
$1.33M - $2.09M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.23K+ 10.14% |
$36.6K - $57.6K
|
13.3K
$842K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-20Closed |
$595 - $937
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-12Closed |
$357 - $562
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-16.1KClosed |
$479K - $754K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9.32KNew |
$277K - $437K
|
9.32K
$588K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-72- 22.36% |
$2.14K - $3.37K
|
250
$15.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-400Closed |
$11.9K - $18.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-181Closed |
$5.38K - $8.48K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
20New |
$595 - $937
|
20
$1.26K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-87Closed |
$3.03K - $4.48K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-239Closed |
$8.32K - $12.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-36KClosed |
$1.25M - $1.85M
|
0
$0
|
|