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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
62
shares
|
$993
0.0% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
55
shares
|
$881
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
50
shares
|
$801
0.0% of portfolio
|
Q4 2024
Reduced 74.62%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
47
shares
|
$752
0.0% of portfolio
|
Q4 2023
Reduced 79.48%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
47
shares
|
$752
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
42
shares
|
$672
0.0% of portfolio
|
Q4 2023
Added 20.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
37
shares
|
$592
0.0% of portfolio
|
Q2 2024
Reduced 17.78%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
32
shares
|
$512
0.0% of portfolio
|
Q2 2024
Reduced 69.81%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
31
shares
|
$496
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
26
shares
|
$416
0.0% of portfolio
|
Q2 2022
Reduced 85.56%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
19
shares
|
$304
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
13
shares
|
$208
0.0% of portfolio
|
Q4 2024
Reduced 77.97%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
10
shares
|
$160
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
6
shares
|
$96
0.0% of portfolio
|
Q4 2023
Reduced 93.75%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$80
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2
shares
|
$32
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1
shares
|
$16
0.0% of portfolio
|
Q4 2024
Reduced 99.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|