Latest Institutional Purchases of Donnelley Financial Solutions, Inc. (DFIN)
This list provides information on the latest institutional transactions involving Donnelley Financial Solutions, Inc. (DFIN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
30+ 300.0% |
$1.3K - $2.08K
|
40
$2.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
22New |
$952 - $1.53K
|
22
$1.43K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21+ 0.35% |
$909 - $1.46K
|
6.04K
$392K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19+ 10.0% |
$823 - $1.32K
|
209
$13.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 425.0% |
$736 - $1.18K
|
21
$1.36K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
17New |
$736 - $1.18K
|
17
$1.1K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 350.0% |
$606 - $970
|
18
$1.17K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
11New |
$476 - $763
|
11
$714
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
11New |
$476 - $763
|
11
$714
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$476 - $763
|
11
$714
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 30.3% |
$433 - $693
|
43
$2.79K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$433 - $693
|
10
$649
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 55.56% |
$433 - $693
|
28
$1.82K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$216 - $347
|
5
$325
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
368KNew |
$20.8M - $24.9M
|
368K
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
312KNew |
$17.6M - $21.1M
|
312K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
103KNew |
$5.79M - $6.93M
|
103K
$6.66M
|
|
|
Mar 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
43K+ 560.41% |
$2.43M - $2.9M
|
50.6K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$879K - $1.05M
|
15.6K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.5K+ 328.95% |
$706K - $845K
|
16.3K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
5.4KNew |
$305K - $365K
|
5.4K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.21KNew |
$238K - $284K
|
4.21K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.14KNew |
$234K - $280K
|
4.14K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.91KNew |
$221K - $264K
|
3.91K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.5K+ 79.59% |
$198K - $237K
|
7.9K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.3K+ 106.34% |
$186K - $223K
|
6.41K
$416K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.1K+ 6.66% |
$119K - $142K
|
33.7K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.93KNew |
$109K - $131K
|
1.93K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.69KNew |
$95.2K - $114K
|
1.69K
$109K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
953+ 1537.1% |
$53.8K - $64.4K
|
1.02K
$65.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
616+ 0.41% |
$34.8K - $41.6K
|
150K
$9.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
535+ 52.71% |
$30.2K - $36.2K
|
1.55K
$101K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
387+ 3.57% |
$21.9K - $26.2K
|
11.2K
$728K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
385New |
$21.7K - $26K
|
385
$25K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
350New |
$19.8K - $23.7K
|
350
$22.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
270+ 0.12% |
$15.2K - $18.2K
|
219K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
156New |
$8.81K - $10.5K
|
156
$10.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
29+ 0.1% |
$1.64K - $1.96K
|
30.5K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21New |
$1.19K - $1.42K
|
21
$1.36K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17+ 3.31% |
$960 - $1.15K
|
531
$34.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
16+ 160.0% |
$903 - $1.08K
|
26
$1.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
16+ 160.0% |
$903 - $1.08K
|
26
$1.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
12+ 21.05% |
$678 - $811
|
69
$4.48K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10New |
$565 - $676
|
10
$649
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8New |
$452 - $541
|
8
$520
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
5+ 0.12% |
$282 - $338
|
4.02K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
2New |
$113 - $135
|
2
$130
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
77.8KNew |
$4.53M - $5.44M
|
77.8K
$5.05M
|
|