Purchases and Sales Made in Q1 2025 in Donnelley Financial Solutions, Inc. (DFIN)
This table provides information about the institutional ownership of Donnelley Financial Solutions, Inc. (DFIN) during Q1 2025. The information is specifically focused on institutions that hold shares of Donnelley Financial Solutions, Inc..
| 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
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 23.73% |
$606 - $970
|
73
$4.74K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
11New |
$476 - $763
|
11
$714
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
11New |
$476 - $763
|
11
$714
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$476 - $763
|
11
$714
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$433 - $693
|
10
$649
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 30.3% |
$433 - $693
|
43
$2.79K
|
|
|
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
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2+ 0.02% |
$86.6 - $139
|
9.74K
$633K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 25.0% |
$43.3 - $69.3
|
3
$195
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3- 1.73% |
$130 - $208
|
170
$11K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3- 16.67% |
$130 - $208
|
15
$974
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 1.65% |
$433 - $693
|
597
$38.8K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-22- 4.54% |
$952 - $1.53K
|
463
$30.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 71.43% |
$1.08K - $1.73K
|
10
$649
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-47- 61.04% |
$2.03K - $3.26K
|
30
$1.95K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-47- 0.61% |
$2.03K - $3.26K
|
7.63K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-56- 4.84% |
$2.42K - $3.88K
|
1.1K
$71.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-63- 41.45% |
$2.73K - $4.37K
|
89
$5.78K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 11.36% |
$2.9K - $4.64K
|
523
$34K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-93- 14.37% |
$4.03K - $6.45K
|
554
$36K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-98- 79.67% |
$4.24K - $6.79K
|
25
$1.62K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-122- 39.1% |
$5.28K - $8.46K
|
190
$12.3K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-141- 1.76% |
$6.1K - $9.77K
|
7.86K
$511K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-157- 39.45% |
$6.8K - $10.9K
|
241
$15.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-168- 0.3% |
$7.27K - $11.6K
|
55.3K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-172- 0.87% |
$7.45K - $11.9K
|
19.6K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-194- 1.93% |
$8.4K - $13.4K
|
9.86K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-195- 0.85% |
$8.44K - $13.5K
|
22.6K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 3.2% |
$8.66K - $13.9K
|
6.04K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-222- 4.16% |
$9.61K - $15.4K
|
5.12K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-223Closed |
$9.65K - $15.5K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.34% |
$13K - $20.8K
|
12.5K
$812K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-422- 68.73% |
$18.3K - $29.3K
|
192
$12.5K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-441- 2.91% |
$19.1K - $30.6K
|
14.7K
$955K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-443- 19.77% |
$19.2K - $30.7K
|
1.8K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-534- 0.95% |
$23.1K - $37K
|
55.7K
$3.62M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-553- 2.76% |
$23.9K - $38.3K
|
19.5K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-620- 91.99% |
$26.8K - $43K
|
54
$3.51K
|
|
|
Apr 14, 2025
Q1 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-637- 1.32% |
$27.6K - $44.2K
|
47.5K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-788- 1.09% |
$34.1K - $54.6K
|
71.6K
$4.65M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.2K- 2.21% |
$51.9K - $83.2K
|
53.1K
$3.45M
|