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DELUXE CORP COM
DELUXE CORP COM. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 359 Institutional holders with a total value of $3,204,367,686.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 300 0 0.00% Call
2 MassMutual Private Wealth & Trust, FSB 0 0 0.00%
3 THOMPSON SIEGEL & WALMSLEY LLC 14 1,000 0.00%
4 BRONFMAN E.L. ROTHSCHILD, L.P. 12 1,000 0.00%
5 QUADRANT CAPITAL GROUP LLC 23 1,000 0.00%
6 Cornerstone Advisors, Inc. 13 1,000 0.00%
7 TRUST CO OF VERMONT 10 1,000 0.00%
8 PARALLEL ADVISORS, LLC 33 2,000 0.00%
9 OMNIA FAMILY WEALTH, LLC 32 2,000 0.00%
10 First Horizon Advisors, Inc. 32 2,000 0.00%
11 Gemmer Asset Management LLC 46 3,000 0.00%
12 GENEOS WEALTH MANAGEMENT INC. 50 3,000 0.00%
13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 39 3,000 0.00%
14 MOSAIC FAMILY WEALTH, LLC 45 3,000 0.00%
15 PIEDMONT INVESTMENT ADVISORS INC 46 3,294 0.00%
16 REILLY FINANCIAL ADVISORS, LLC 50 4,000 0.00%
17 Plante Moran Financial Advisors, LLC 55 4,000 0.00%
18 Guinness Asset Management LTD 70 5,000 0.00%
19 CWM, LLC 80 6,000 0.00%
20 FINANCIAL ADVISORS NETWORK, INC. 91 6,588 0.00%
21 Ledyard National Bank 100 7,000 0.00%
22 Tower Research Capital LLC (TRC) 99 7,000 0.00%
23 HERNDON CAPITAL MANAGEMENT LLC 97 7,000 0.00%
24 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 105 7,000 0.00%
25 VERSANT CAPITAL MANAGEMENT, INC 99 7,000 0.00%
26 WFG Advisors, LP 95 7,000 0.00%
27 BANCO ITAU HOLDING FINANCEIRA S A 110 8,000 0.00%
28 First Personal Financial Services 119 9,000 0.00%
29 Sandy Spring Bank 130 9,000 0.00%
30 ORRSTOWN FINANCIAL SERVICES INC 155 10,000 0.00%
31 Weaver C. Barksdale & Associates, Inc. 145 10,000 0.00%
32 AGF INVESTMENTS LLC 142 11,000 0.00%
33 Cable Hill Partners, LLC 149 11,000 0.00%
34 Oakworth Capital, Inc. 190 13,000 0.00%
35 DREMAN VALUE MANAGEMENT, L L C 198 14,000 0.00%
36 IFP ADVISORS, INC 241 17,000 0.00%
37 COCONUT GROVE BANK 270 19,000 0.00%
38 NOMURA ASSET MANAGEMENT CO LTD 380 27,000 0.00%
39 West Oak Capital, LLC 400 28,644 0.00%
40 SOWELL FINANCIAL SERVICES LLC 400 30,000 0.00%
41 IHT WEALTH MANAGEMENT, LLC 429 31,000 0.00%
42 ROYAL FUND MANAGEMENT, LLC 510 36,000 0.00%
43 NEXT Financial Group, Inc 550 39,000 0.00%
44 ASSETMARK, INC 538 39,000 0.00%
45 North Star Investment Management Corp. 700 50,000 0.00%
46 MSI Financial Services Inc 779 56,000 0.00%
47 Abacus FCF Advisors LLC 836 60,000 0.00%
48 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,002 71,000 0.00%
49 NumerixS Investment Technologies Inc 1,000 72,000 0.00%
50 Independent Portfolio Consultants, Inc. 1,110 79,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.