Latest Institutional Purchases of Deluxe Corp (DLX)
This list provides information on the latest institutional transactions involving Deluxe Corp (DLX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
678+ 941.67% |
$9.8K - $14.4K
|
750
$12.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
575+ 359.38% |
$8.31K - $12.2K
|
735
$12.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
300+ 1.85% |
$4.34K - $6.37K
|
16.5K
$276K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31New |
$448 - $658
|
31
$518
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
11New |
$159 - $233
|
11
$184
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.3K+ 45.05% |
$190K - $249K
|
39.6K
$661K
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$161K - $211K
|
10.4K
$174K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.5KNew |
$69.6K - $91.1K
|
4.5K
$75.1K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.11K+ 12.7% |
$32.7K - $42.8K
|
18.8K
$313K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
201New |
$3.11K - $4.07K
|
201
$3.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
39New |
$604 - $791
|
39
$651
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
33New |
$511 - $669
|
33
$551
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
18New |
$279 - $365
|
18
$301
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
17K+ 72.18% |
$283K - $433K
|
40.5K
$677K
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
14.4KNew |
$240K - $367K
|
14.4K
$240K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.61K+ 43.76% |
$93.4K - $143K
|
18.4K
$308K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
727New |
$12.1K - $18.5K
|
727
$12.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
595New |
$9.91K - $15.2K
|
595
$9.94K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
82New |
$1.37K - $2.09K
|
82
$1.37K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
38New |
$633 - $969
|
38
$635
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
38New |
$633 - $969
|
38
$635
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
31New |
$516 - $790
|
31
$518
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
6+ 1.65% |
$99.9 - $153
|
369
$6.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1New |
$16.7 - $25.5
|
1
$16.7
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
9.97KNew |
$214K - $303K
|
9.97K
$166K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.12K+ 27.27% |
$45.4K - $64.4K
|
9.88K
$165K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
570+ 25.57% |
$12.2K - $17.3K
|
2.8K
$46.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
29New |
$621 - $882
|
29
$484
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
17+ 566.67% |
$364 - $517
|
20
$334
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 30.0% |
$64.3 - $91.3
|
13
$217
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3New |
$64.3 - $91.3
|
3
$50.1
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
183KNew |
$5.26M - $6.07M
|
183K
$3.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
200New |
$5.76K - $6.65K
|
200
$3.34K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$2.88K - $3.32K
|
100
$1.67K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$57.6 - $66.5
|
2
$33.4
|
|
| Q4 2021 | |||||||
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
100New |
$3.04K - $3.83K
|
100
$1.67K
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
200New |
$4.29K - $5.84K
|
200
$3.34K
|
|
| Q3 2020 | |||||||
|
Oct 26, 2020
Q3 2020
|
Empirical Finance, LLC
|
BUY
|
- |
19.8KNew |
$379K - $614K
|
19.8K
$330K
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
8.68KNew |
$166K - $269K
|
8.68K
$145K
|
|
|
Nov 12, 2020
Q3 2020
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
5.87KNew |
$112K - $182K
|
5.87K
$97.9K
|
|
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
205New |
$3.92K - $6.36K
|
205
$3.42K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
91.5KNew |
$1.78M - $2.91M
|
91.5K
$1.53M
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
CALL |
50KNew |
$1.02M - $2.49M
|
50K
$835K
|
|
|
May 14, 2020
Q1 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
47.3K+ 94.6% |
$960K - $2.35M
|
97.3K
$1.62M
|
|
|
May 08, 2020
Q1 2020
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
7.86K+ 117.92% |
$160K - $391K
|
14.5K
$243K
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
778New |
$15.8K - $38.7K
|
778
$13K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
7.36KNew |
$294K - $365K
|
7.36K
$123K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.27KNew |
$201K - $263K
|
5.27K
$88.1K
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
13.4KNew |
$495K - $743K
|
13.4K
$224K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
11.6KNew |
$644K - $773K
|
11.6K
$193K
|
|