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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12New |
$489 - $563
|
12
$735
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
277KNew |
$10.1M - $13.9M
|
277K
$17M
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
71.5KNew |
$2.61M - $3.57M
|
71.5K
$4.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.02KNew |
$183K - $251K
|
5.02K
$307K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
100New |
$3.65K - $4.99K
|
100
$6.12K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
23+ 14.56% |
$839 - $1.15K
|
181
$11.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
110K+ 13.99% |
$3.69M - $4.56M
|
894K
$54.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
61.9KNew |
$2.08M - $2.57M
|
61.9K
$3.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.5KNew |
$84.2K - $104K
|
2.5K
$153K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
150New |
$5.05K - $6.23K
|
150
$9.18K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
76New |
$2.56K - $3.15K
|
76
$4.65K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
65New |
$2.19K - $2.7K
|
65
$3.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
26New |
$875 - $1.08K
|
26
$1.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5New |
$168 - $208
|
5
$306
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.5KNew |
$372K - $554K
|
12.5K
$764K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8.92KNew |
$266K - $396K
|
8.92K
$546K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
8.52KNew |
$254K - $378K
|
8.52K
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
7.77KNew |
$232K - $345K
|
7.77K
$476K
|
|
|
Oct 07, 2022
Q3 2022
|
Everence Capital Management Inc
|
BUY
|
- |
6.55KNew |
$196K - $291K
|
6.55K
$401K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
5.84KNew |
$174K - $259K
|
5.84K
$357K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
5.43KNew |
$162K - $241K
|
5.43K
$333K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
214New |
$6.39K - $9.5K
|
214
$13.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18New |
$537 - $799
|
18
$1.1K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
9New |
$269 - $399
|
9
$551
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 66.67% |
$179 - $266
|
15
$918
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
6New |
$179 - $266
|
6
$367
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23.3KNew |
$597K - $782K
|
23.3K
$1.43M
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.37KNew |
$35K - $46K
|
1.37K
$83.8K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
152New |
$3.89K - $5.1K
|
152
$9.31K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
130New |
$3.33K - $4.36K
|
130
$7.96K
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
25New |
$640 - $839
|
25
$1.53K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
10New |
$256 - $336
|
10
$612
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
7+ 25.93% |
$179 - $235
|
34
$2.08K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 12.24% |
$154 - $201
|
55
$3.37K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 66.67% |
$51.2 - $67.1
|
5
$306
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9.32KNew |
$277K - $437K
|
9.32K
$571K
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
7.42KNew |
$221K - $347K
|
7.42K
$454K
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.23K+ 10.14% |
$36.6K - $57.6K
|
13.3K
$817K
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
20New |
$595 - $937
|
20
$1.22K
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
40New |
$1.39K - $2.06K
|
40
$2.45K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
15New |
$522 - $773
|
15
$918
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
138+ 575.0% |
$3.41K - $4.57K
|
162
$9.92K
|
|
| Q1 2021 | |||||||
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
BUY
|
- |
2.78KNew |
$48.4K - $82.7K
|
2.78K
$170K
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
603New |
$10.5K - $18K
|
603
$36.9K
|
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
BUY
|
- |
3New |
$52.3 - $89.4
|
3
$184
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
15K+ 17.05% |
$119K - $200K
|
103K
$6.31M
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
10.7KNew |
$84.3K - $142K
|
10.7K
$653K
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
2KNew |
$15.8K - $26.7K
|
2K
$122K
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19New |
$150 - $254
|
19
$1.16K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
103New |
$424 - $1.11K
|
103
$6.31K
|
|