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 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.88KNew |
$290K - $320K
|
4.88K
$223K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-119- 0.88% |
$7.06K - $7.8K
|
13.3K
$609K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.07K+ 5.24% |
$123K - $136K
|
41.5K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Homestead Advisers Corp
|
BUY
|
- |
11.2K+ 24.51% |
$664K - $734K
|
56.9K
$2.6M
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
3.37KNew |
$200K - $221K
|
3.37K
$154K
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-67.9K- 48.06% |
$4.03M - $4.45M
|
73.4K
$3.35M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-3.56K- 17.02% |
$211K - $233K
|
17.4K
$793K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-95- 8.2% |
$5.63K - $6.23K
|
1.06K
$48.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
62New |
$3.68K - $4.06K
|
62
$2.83K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-643- 5.51% |
$38.1K - $42.1K
|
11K
$503K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-412- 50.18% |
$24.4K - $27K
|
409
$18.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-542- 31.06% |
$32.1K - $35.5K
|
1.2K
$54.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
18New |
$1.07K - $1.18K
|
18
$822
|
|
| Q4 2023 | |||||||
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6New |
$307 - $381
|
6
$274
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
4New |
$205 - $254
|
4
$183
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
29New |
$1.48K - $1.84K
|
29
$1.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
217New |
$11.1K - $13.8K
|
217
$9.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-2.01K- 21.53% |
$103K - $127K
|
7.31K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-62- 1.37% |
$3.17K - $3.94K
|
4.45K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
41+ 27.15% |
$2.1K - $2.6K
|
192
$8.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-10.5K- 13.29% |
$538K - $667K
|
68.5K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-31.6K- 36.06% |
$1.62M - $2.01M
|
56K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
27.3K+ 71.52% |
$1.4M - $1.74M
|
65.6K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
32K+ 111.73% |
$1.64M - $2.03M
|
60.6K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
12.6KNew |
$647K - $802K
|
12.6K
$577K
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-280K- 98.32% |
$14.4M - $17.8M
|
4.8K
$219K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.78KNew |
$142K - $176K
|
2.78K
$127K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.3K- 27.08% |
$66.6K - $82.6K
|
3.5K
$160K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-73- 57.03% |
$3.74K - $4.64K
|
55
$2.51K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-5.5K- 31.98% |
$242K - $310K
|
11.7K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-900- 14.29% |
$39.7K - $50.7K
|
5.4K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
6.85KNew |
$302K - $385K
|
6.85K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-20.4K- 69.23% |
$898K - $1.15M
|
9.06K
$414K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6KNew |
$264K - $337K
|
6K
$274K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1K- 20.0% |
$44.1K - $56.3K
|
4K
$183K
|
|
|
Nov 07, 2023
Q3 2023
|
Nkcfo LLC
|
BUY
|
- |
2.5KNew |
$110K - $141K
|
2.5K
$114K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-40- 3.36% |
$1.76K - $2.25K
|
1.15K
$52.6K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-359- 3.02% |
$15.8K - $20.2K
|
11.5K
$526K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
37New |
$1.63K - $2.08K
|
37
$1.69K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
76New |
$3.35K - $4.28K
|
76
$3.47K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 58.54% |
$1.06K - $1.35K
|
17
$776
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5+ 0.07% |
$220 - $281
|
7.66K
$350K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
20.9KNew |
$849K - $978K
|
20.9K
$952K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
25New |
$1.02K - $1.17K
|
25
$1.14K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12New |
$489 - $563
|
12
$548
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
8.39KNew |
$342K - $394K
|
8.39K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Medina Singh Partners, LLC
Los Angeles, CA |
BUY
|
- |
26.1K+ 16.15% |
$1.06M - $1.22M
|
187K
$8.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.71K+ 9.86% |
$192K - $221K
|
52.5K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
5.1KNew |
$208K - $239K
|
5.1K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
17+ 54.84% |
$692 - $797
|
48
$2.19K
|
|