Institutional Ownership Deluxe Corp (DLX)
This table provides information about the institutional ownership of Deluxe Corp (DLX). We have compiled data on the 224 institutions that hold shares in the stock, with a total of 38.2 Million shares, which have been reported (via 13F filing form) to have a value of $591 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
806
shares
|
$12,380
0.0% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
732
shares
|
$11,243
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
707
shares
|
$10,859
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
629
shares
|
$9,661
0.0% of portfolio
|
Q4 2024
Added 177.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
595
shares
|
$9,139
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
504
shares
|
$7,741
0.0% of portfolio
|
Q1 2025
Added 61.02%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
458
shares
|
$7,034
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
453
shares
|
$6,958
0.0% of portfolio
|
Q4 2024
Reduced 35.1%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
450
shares
|
$6,912
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Feb 18, 2025 Q4 2024 |
450
shares
|
$6,912
0.0% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
399
shares
|
$6,128
0.0% of portfolio
|
Q4 2024
Reduced 23.71%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
359
shares
|
$5,514
0.0% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
352
shares
|
$5,406
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
351
shares
|
$5,391
0.0% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
300
shares
|
$4,608
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
250
shares
|
$3,840
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
192
shares
|
$2,949
0.0% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
152
shares
|
$2,334
0.0% of portfolio
|
Q4 2023
Reduced 43.07%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
146
shares
|
$2,242
0.0% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
120
shares
|
$1,843
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
114
shares
|
$1,751
0.0% of portfolio
|
Q1 2025
Added 62.86%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
100
shares
|
$1,536
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
98
shares
|
$1,505
0.0% of portfolio
|
Q4 2024
Added 44.12%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
84
shares
|
$1,290
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
82
shares
|
$1,259
0.0% of portfolio
|
Q3 2022
New holding
|