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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-13.3K- 29.91% |
$398K - $592K
|
31.2K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Cannell Capital LLC
Alta, WY |
SELL
|
- |
-4.2K- 37.5% |
$125K - $186K
|
7K
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 1.64% |
$29.9 - $44.4
|
60
$3.49K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
7.77KNew |
$232K - $345K
|
7.77K
$452K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.5KNew |
$372K - $554K
|
12.5K
$726K
|
|
|
Nov 09, 2022
Q3 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-6.05K- 10.92% |
$181K - $269K
|
49.4K
$2.87M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 66.67% |
$179 - $266
|
15
$873
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
6New |
$179 - $266
|
6
$349
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
5.43KNew |
$162K - $241K
|
5.43K
$316K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18New |
$537 - $799
|
18
$1.05K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
214New |
$6.39K - $9.5K
|
214
$12.5K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
9New |
$269 - $399
|
9
$524
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
5.84KNew |
$174K - $259K
|
5.84K
$340K
|
|
|
Oct 07, 2022
Q3 2022
|
Everence Capital Management Inc
|
BUY
|
- |
6.55KNew |
$196K - $291K
|
6.55K
$381K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
10New |
$256 - $336
|
10
$582
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
130New |
$3.33K - $4.36K
|
130
$7.56K
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-18.2KClosed |
$466K - $611K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-27.4KClosed |
$700K - $919K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150Closed |
$3.84K - $5.04K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-10KClosed |
$256K - $336K
|
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 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-21Closed |
$538 - $705
|
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
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-332KClosed |
$8.51M - $11.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-1.73K- 0.23% |
$44.3K - $58.1K
|
760K
$44.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23.3KNew |
$597K - $782K
|
23.3K
$1.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-31.5K- 17.68% |
$806K - $1.06M
|
147K
$8.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-16.9KClosed |
$433K - $568K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-13- 0.18% |
$333 - $436
|
7.29K
$424K
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
7+ 25.93% |
$179 - $235
|
34
$1.98K
|
|
|
Aug 10, 2022
Q2 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-2.75K- 7.03% |
$70.3K - $92.1K
|
36.3K
$2.11M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-91- 62.33% |
$2.33K - $3.05K
|
55
$3.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 66.67% |
$51.2 - $67.1
|
5
$291
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
152New |
$3.89K - $5.1K
|
152
$8.84K
|
|
|
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
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-195- 45.24% |
$4.99K - $6.55K
|
236
$13.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.37KNew |
$35K - $46K
|
1.37K
$79.7K
|
|
|
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
$1.45K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 12.24% |
$154 - $201
|
55
$3.2K
|
|
| Q1 2022 | |||||||
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
7.42KNew |
$221K - $347K
|
7.42K
$431K
|
|
|
May 24, 2022
Q1 2022
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-12.2KClosed |
$362K - $571K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-4.36KClosed |
$130K - $204K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-121KClosed |
$3.61M - $5.68M
|
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
$180K
|
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-44.6KClosed |
$1.33M - $2.09M
|
0
$0
|
|