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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
180
shares
|
$3,817
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
157
shares
|
$3,329
0.0% of portfolio
|
Q3 2024
Added 207.84%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
155
shares
|
$3,287
0.0% of portfolio
|
Q3 2024
Reduced 99.46%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
152
shares
|
$3,223
0.0% of portfolio
|
Q4 2023
Reduced 43.07%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
105
shares
|
$2,227
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
100
shares
|
$2,121
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
100
shares
|
$2,121
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
88
shares
|
$1,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
82
shares
|
$1,739
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
68
shares
|
$1,442
0.0% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
62
shares
|
$1,315
0.0% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
59
shares
|
$1,251
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
55
shares
|
$1,166
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
47
shares
|
$996
0.0% of portfolio
|
Q4 2023
Reduced 79.48%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
46
shares
|
$975
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
42
shares
|
$890
0.0% of portfolio
|
Q4 2023
Added 20.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
40
shares
|
$848
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
37
shares
|
$784
0.0% of portfolio
|
Q2 2024
Reduced 17.78%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
32
shares
|
$678
0.0% of portfolio
|
Q2 2024
Reduced 69.81%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
31
shares
|
$657
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
31
shares
|
$657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
26
shares
|
$551
0.0% of portfolio
|
Q2 2022
Reduced 85.56%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
17
shares
|
$360
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
10
shares
|
$212
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10
shares
|
$212
0.0% of portfolio
|
Q2 2024
New holding
|