Ifp Advisors, Inc Deluxe Corp Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$14.45 - $21.22 $4,768 - $7,002	-330 Reduced 62.26%	200 $3,000
Q4 2022 Feb 07, 2023	SELL	$15.49 - $20.27 $480 - $628	-31 Reduced 5.53%	530 $35,000
Q3 2022 Nov 08, 2022	BUY	$16.65 - $25.49 $815 - $1,249	49 Added 9.57%	561 $48,000
Q2 2022 Sep 06, 2022	BUY	$21.42 - $30.42 $10,967 - $15,575	512 New	512 $45,000
Q2 2022 Aug 12, 2022	SELL	$21.42 - $30.42 $10,967 - $15,575	-512 Closed	0 $0

Q1 2022 Sep 06, 2022	BUY	$28.78 - $33.24 $8,979 - $10,370	312 Added 156.0%	512 $0
Q4 2019 Jan 17, 2020	SELL	$44.82 - $53.75 $13,446 - $16,125	-300 Reduced 60.0%	200 $10,000
Q3 2019 Nov 07, 2019	BUY	$39.95 - $49.57 $7,990 - $9,914	200 Added 66.67%	500 $25,000
Q1 2019 May 15, 2019	BUY	$38.03 - $49.8 $3,803 - $4,980	100 Added 50.0%	300 $13,000
Q4 2018 Jan 23, 2019	SELL	$36.96 - $55.43 $554 - $831	-15 Reduced 6.98%	200 $0
Q3 2018 Oct 25, 2018	SELL	$55.65 - $66.8 $3,060 - $3,674	-55 Reduced 20.37%	215 $0
Q2 2018 Aug 07, 2018	BUY	$66.19 - $76.61 $13,238 - $15,322	200 Added 285.71%	270 $0
Q1 2018 Jun 03, 2019	SELL	$69.85 - $77.69 $13,969 - $15,538	-200 Reduced 74.07%	70 $5,000
Q1 2018 May 09, 2018	BUY	$69.85 - $77.69 $13,969 - $15,538	200 Added 285.71%	270 $0
Q4 2017 Jan 24, 2018	SELL	$67.39 - $76.84 $24,529 - $27,969	-364 Reduced 83.87%	70 $0
Q2 2017 Jun 03, 2019	BUY	N/A	300 Added 223.88%	434 $30,000
Q1 2017 Jun 03, 2019	SELL	N/A	-107 Reduced 44.4%	134 $10,000
Q4 2016 Jun 03, 2019	BUY	N/A	146 Added 153.68%	241 $17,000
Q2 2016 Jun 03, 2019	SELL	N/A	-205 Reduced 68.33%	95 $6,000
Q1 2016 Jun 03, 2019	BUY	N/A	300	300 $13,000

Others Institutions Holding DLX

# of Institutions

193

Shares Held

37.2M

Call Options Held

82.4K

Put Options Held

42.7K

Black Rock Inc. New York, NY

7.12M
Shares

$154 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

5.17M
Shares

$112 Million
0.0% of portfolio
American Century Companies Inc Kansas City, MO

2.77M
Shares

$59.8 Million
0.04% of portfolio
Lsv Asset Management Chicago, IL

2.09M
Shares

$45.1 Million
0.09% of portfolio
Dimensional Fund Advisors LP Austin, TX

1.92M
Shares

$41.4 Million
0.01% of portfolio

View Full List

About DELUXE CORP

Ticker DLX
Exchange NYSE
Sector Communication Services
Industry Advertising Agencies
Shares Outstandng 43,085,300
Market Cap $930M
Description
Deluxe Corporation provides technology-enabled solutions to enterprises, small businesses, and financial institutions in the United States, Canada, Australia, South America, and Europe. It operates through four segments: Payments, Cloud Solutions, Promotional Solutions, and Checks. The company provides treasury management solutions, including re...

More about DLX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account