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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-918- 14.56% |
$40.5K - $51.7K
|
5.39K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6KNew |
$264K - $337K
|
6K
$349K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1K- 20.0% |
$44.1K - $56.3K
|
4K
$233K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-359- 3.02% |
$15.8K - $20.2K
|
11.5K
$670K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-40- 3.36% |
$1.76K - $2.25K
|
1.15K
$67K
|
|
|
Nov 07, 2023
Q3 2023
|
Nkcfo LLC
|
BUY
|
- |
2.5KNew |
$110K - $141K
|
2.5K
$145K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
37New |
$1.63K - $2.08K
|
37
$2.15K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
76New |
$3.35K - $4.28K
|
76
$4.42K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 58.54% |
$1.06K - $1.35K
|
17
$989
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5+ 0.07% |
$220 - $281
|
7.66K
$446K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
20.9KNew |
$849K - $978K
|
20.9K
$1.21M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
448+ 5.69% |
$18.2K - $21K
|
8.32K
$484K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
25New |
$1.02K - $1.17K
|
25
$1.45K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12New |
$489 - $563
|
12
$698
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
5.1KNew |
$208K - $239K
|
5.1K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
17+ 54.84% |
$692 - $797
|
48
$2.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.71K+ 9.86% |
$192K - $221K
|
52.5K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Medina Singh Partners, LLC
Los Angeles, CA |
BUY
|
- |
26.1K+ 16.15% |
$1.06M - $1.22M
|
187K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
8.39KNew |
$342K - $394K
|
8.39K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
27.5K+ 491.07% |
$1.12M - $1.29M
|
33.1K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
654New |
$26.6K - $30.7K
|
654
$38.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
12.6KNew |
$514K - $592K
|
12.6K
$735K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-4.8K- 41.03% |
$195K - $225K
|
6.9K
$402K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
320New |
$13K - $15K
|
320
$18.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
30New |
$1.22K - $1.41K
|
30
$1.75K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
183New |
$7.45K - $8.58K
|
183
$10.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.5KNew |
$183K - $211K
|
4.5K
$262K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-821Closed |
$29.9K - $41K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
100New |
$3.65K - $4.99K
|
100
$5.82K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
23+ 14.56% |
$839 - $1.15K
|
181
$10.5K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-512- 9.36% |
$18.7K - $25.6K
|
4.96K
$289K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
71.5KNew |
$2.61M - $3.57M
|
71.5K
$4.16M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
277KNew |
$10.1M - $13.9M
|
277K
$16.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-4.98K- 98.03% |
$182K - $249K
|
100
$5.82K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.02KNew |
$183K - $251K
|
5.02K
$292K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-22.7K- 72.67% |
$765K - $944K
|
8.55K
$498K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
110K+ 13.99% |
$3.69M - $4.56M
|
894K
$52M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-6.12K- 38.24% |
$206K - $254K
|
9.88K
$575K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
26New |
$875 - $1.08K
|
26
$1.51K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5New |
$168 - $208
|
5
$291
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.15K- 2.39% |
$38.6K - $47.7K
|
46.9K
$2.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.5KNew |
$84.2K - $104K
|
2.5K
$146K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
65New |
$2.19K - $2.7K
|
65
$3.78K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
61.9KNew |
$2.08M - $2.57M
|
61.9K
$3.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-8.47K- 64.42% |
$285K - $351K
|
4.68K
$272K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
76New |
$2.56K - $3.15K
|
76
$4.42K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
150New |
$5.05K - $6.23K
|
150
$8.73K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
8.52KNew |
$254K - $378K
|
8.52K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-45.5KClosed |
$1.36M - $2.02M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8.92KNew |
$266K - $396K
|
8.92K
$519K
|
|