Institutional Ownership Deluxe Corp (DLX)
This table provides information about the institutional ownership of Deluxe Corp (DLX). We have compiled data on the 222 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $633 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
732
shares
|
$11,895
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
707
shares
|
$11,488
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
595
shares
|
$9,668
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
504
shares
|
$8,190
0.0% of portfolio
|
Q1 2025
Added 61.02%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
465
shares
|
$7,556
0.0% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
450
shares
|
$7,312
0.0% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
450
shares
|
$7,312
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
450
shares
|
$7,312
0.0% of portfolio
|
Q1 2025
Reduced 70.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
441
shares
|
$7,166
0.0% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
366
shares
|
$5,947
0.0% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
352
shares
|
$5,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
351
shares
|
$5,703
0.0% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
300
shares
|
$4,875
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
192
shares
|
$3,120
0.0% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
123
shares
|
$1,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
120
shares
|
$1,950
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
114
shares
|
$1,852
0.0% of portfolio
|
Q1 2025
Added 62.86%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
100
shares
|
$1,625
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
98
shares
|
$1,592
0.0% of portfolio
|
Q2 2025
Added 716.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
82
shares
|
$1,332
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
78
shares
|
$1,267
0.0% of portfolio
|
Q1 2025
Reduced 20.41%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
77
shares
|
$1,251
0.0% of portfolio
|
Q2 2025
Reduced 85.14%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
54
shares
|
$877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
50
shares
|
$812
0.0% of portfolio
|
Q4 2024
Reduced 74.62%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
48
shares
|
$780
0.0% of portfolio
|
Q1 2025
Added 14.29%
|