Institutional Ownership Deluxe Corp (DLX)
This table provides information about the institutional ownership of Deluxe Corp (DLX). We have compiled data on the 223 institutions that hold shares in the stock, with a total of 47.9 Million shares, which have been reported (via 13F filing form) to have a value of $777 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
806
shares
|
$12,912
0.0% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
707
shares
|
$11,326
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
629
shares
|
$10,076
0.0% of portfolio
|
Q4 2024
Added 177.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
595
shares
|
$9,531
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
453
shares
|
$7,257
0.0% of portfolio
|
Q4 2024
Reduced 35.1%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Feb 18, 2025 Q4 2024 |
450
shares
|
$7,209
0.0% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
450
shares
|
$7,209
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
399
shares
|
$6,391
0.0% of portfolio
|
Q4 2024
Reduced 23.71%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
394
shares
|
$6,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
352
shares
|
$5,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
345
shares
|
$5,526
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
313
shares
|
$5,014
0.0% of portfolio
|
Q2 2023
Added 469.09%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
250
shares
|
$4,005
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
197
shares
|
$3,155
0.0% of portfolio
|
Q4 2024
Reduced 97.44%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
191
shares
|
$3,059
0.0% of portfolio
|
Q4 2024
Added 29.93%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
157
shares
|
$2,515
0.0% of portfolio
|
Q3 2024
Added 207.84%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
152
shares
|
$2,435
0.0% of portfolio
|
Q4 2023
Reduced 43.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
120
shares
|
$1,922
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
100
shares
|
$1,602
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
100
shares
|
$1,602
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
98
shares
|
$1,569
0.0% of portfolio
|
Q4 2024
Added 44.12%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
84
shares
|
$1,345
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
82
shares
|
$1,313
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
70
shares
|
$1,121
0.0% of portfolio
|
Q4 2024
Added 311.76%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
65
shares
|
$1,041
0.0% of portfolio
|
Q4 2024
Added 62.5%
|