Purchases and Sales Made in Q2 2025 in Donnelley Financial Solutions, Inc. (DFIN)
This table provides information about the institutional ownership of Donnelley Financial Solutions, Inc. (DFIN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 5.23% |
$1.11K - $1.79K
|
583
$31.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22+ 51.16% |
$842 - $1.36K
|
65
$3.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20New |
$766 - $1.23K
|
20
$1.08K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
20New |
$766 - $1.23K
|
20
$1.08K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16New |
$612 - $986
|
16
$862
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 13.7% |
$383 - $617
|
83
$4.47K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 3.32% |
$306 - $493
|
249
$13.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$38.3 - $61.7
|
1
$53.9
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 1.44% |
$115 - $185
|
205
$11K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4- 18.18% |
$153 - $247
|
18
$970
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6- 54.55% |
$230 - $370
|
5
$269
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-7- 38.89% |
$268 - $432
|
11
$593
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14- 56.0% |
$536 - $863
|
11
$593
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-16- 61.54% |
$612 - $986
|
10
$539
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-16- 1.45% |
$612 - $986
|
1.08K
$58.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-16- 61.54% |
$612 - $986
|
10
$539
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-22- 19.13% |
$842 - $1.36K
|
93
$5.01K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23- 0.04% |
$880 - $1.42K
|
55.3K
$2.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 85.71% |
$1.15K - $1.85K
|
5
$269
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-35- 0.23% |
$1.34K - $2.16K
|
15.3K
$825K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-37- 71.15% |
$1.42K - $2.28K
|
15
$808
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-79- 1.24% |
$3.02K - $4.87K
|
6.3K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-79- 44.38% |
$3.02K - $4.87K
|
99
$5.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-112- 0.58% |
$4.29K - $6.9K
|
19.4K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-127- 67.55% |
$4.86K - $7.83K
|
61
$3.29K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-157- 52.16% |
$6.01K - $9.68K
|
144
$7.76K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-194- 37.09% |
$7.43K - $12K
|
329
$17.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 3.31% |
$7.66K - $12.3K
|
5.84K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-238- 0.93% |
$9.11K - $14.7K
|
25.4K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-272- 3.51% |
$10.4K - $16.8K
|
7.47K
$403K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-301- 3.94% |
$11.5K - $18.6K
|
7.33K
$395K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-368- 3.73% |
$14.1K - $22.7K
|
9.49K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-499- 3.56% |
$19.1K - $30.8K
|
13.5K
$728K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-508- 2.16% |
$19.4K - $31.3K
|
23K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-549- 6.6% |
$21K - $33.8K
|
7.77K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-560- 7.15% |
$21.4K - $34.5K
|
7.27K
$392K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-581- 37.48% |
$22.2K - $35.8K
|
969
$52.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 4.8% |
$23K - $37K
|
11.9K
$641K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-647- 5.31% |
$24.8K - $39.9K
|
11.5K
$622K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-661- 10.04% |
$25.3K - $40.8K
|
5.92K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-778- 7.93% |
$29.8K - $48K
|
9.04K
$487K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-896- 17.5% |
$34.3K - $55.2K
|
4.22K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 2.86% |
$41.5K - $66.8K
|
36.8K
$1.98M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.3K- 26.88% |
$49.7K - $80.1K
|
3.53K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.34K- 19.67% |
$51.4K - $82.8K
|
5.49K
$296K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.51K- 3.0% |
$57.8K - $93K
|
48.7K
$2.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.56K- 19.79% |
$59.6K - $96K
|
6.31K
$340K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.57K- 27.96% |
$60.3K - $97K
|
4.06K
$218K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.76K- 11.58% |
$67.2K - $108K
|
13.4K
$722K
|