Institutional Ownership Deluxe Corp (DLX)
This table provides information about the institutional ownership of Deluxe Corp (DLX). We have compiled data on the 209 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $813 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,832
shares
|
$38,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,803
shares
|
$38,241
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Emc Capital Management
Houston, TX |
Oct 28, 2024 Q3 2024 |
1,632
shares
|
$34,614
0.07% of portfolio
|
Q3 2024
Reduced 69.87%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,623
shares
|
$34,423
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,482
shares
|
$31,433
0.0% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,338
shares
|
$28,378
0.0% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
840
shares
|
$17,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
791
shares
|
$16,777
0.0% of portfolio
|
Q3 2024
Reduced 38.54%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
707
shares
|
$14,995
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
698
shares
|
$14,804
0.0% of portfolio
|
Q2 2023
Reduced 17.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
659
shares
|
$13,977
0.0% of portfolio
|
Q3 2024
Added 913.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
595
shares
|
$12,619
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
570
shares
|
$12,089
0.0% of portfolio
|
Q3 2024
Added 135.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
523
shares
|
$11,092
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
500
shares
|
$10,605
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
450
shares
|
$9,544
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
450
shares
|
$9,544
0.0% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
348
shares
|
$7,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
340
shares
|
$7,211
0.0% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
313
shares
|
$6,638
0.0% of portfolio
|
Q2 2023
Added 469.09%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
250
shares
|
$5,302
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
245
shares
|
$5,196
0.0% of portfolio
|
Q3 2024
Reduced 60.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
227
shares
|
$4,814
0.0% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
197
shares
|
$4,178
0.0% of portfolio
|
Q2 2024
Added 34.01%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
191
shares
|
$4,051
0.0% of portfolio
|
Q4 2024
Added 29.93%
|