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 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.23K+ 10.14% |
$36.6K - $57.6K
|
13.3K
$777K
|
|
|
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
$542K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-72- 22.36% |
$2.14K - $3.37K
|
250
$14.5K
|
|
|
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
$1.16K
|
|
| 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
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-36KClosed |
$1.25M - $1.85M
|
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
|
Natixis
Paris, I0 |
SELL
|
- |
-100KClosed |
$3.48M - $5.15M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-10.1KClosed |
$353K - $523K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
40New |
$1.39K - $2.06K
|
40
$2.33K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
15New |
$522 - $773
|
15
$873
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-125Closed |
$3.82K - $4.44K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-120KClosed |
$3.66M - $4.26M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-153KClosed |
$4.69M - $5.45M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-18Closed |
$550 - $639
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-94.6KClosed |
$2.89M - $3.36M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-673Closed |
$20.6K - $23.9K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-901Closed |
$27.5K - $32K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$611 - $710
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-46.7KClosed |
$1.16M - $1.55M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Jetstream Capital LLC
Brentwood, TN |
SELL
|
- |
-60KClosed |
$1.48M - $1.99M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-280KClosed |
$6.93M - $9.28M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-193Closed |
$4.77K - $6.39K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-61.7KClosed |
$1.53M - $2.04M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-83.7KClosed |
$2.07M - $2.77M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-100Closed |
$2.47K - $3.31K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12Closed |
$297 - $398
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
138+ 575.0% |
$3.41K - $4.57K
|
162
$9.43K
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-18Closed |
$445 - $596
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
603New |
$10.5K - $18K
|
603
$35.1K
|
|
|
May 17, 2021
Q1 2021
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-160KClosed |
$2.78M - $4.75M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-11.1KClosed |
$193K - $330K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-2.89KClosed |
$50.4K - $86.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.4KClosed |
$216K - $370K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
BUY
|
- |
3New |
$52.3 - $89.4
|
3
$175
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-63Closed |
$1.1K - $1.88K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-450Closed |
$7.84K - $13.4K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
BUY
|
- |
2.78KNew |
$48.4K - $82.7K
|
2.78K
$161K
|
|
|
Apr 14, 2021
Q1 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-105KClosed |
$1.33M - $2.06M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$157K - $243K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-58.1KClosed |
$734K - $1.14M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-590Closed |
$7.45K - $11.6K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-16.8KClosed |
$212K - $329K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-40.4KClosed |
$510K - $791K
|
0
$0
|
|