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

Institutional Holders (2017Q2)
Portfolio Summary: 339 Institutional holders with a total value of $3,107,100,462.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BB&T INVESTMENT SERVICES, INC. 18 1,000 0.00%
2 BRONFMAN E.L. ROTHSCHILD, L.P. 12 1,000 0.00%
3 Cornerstone Advisors, Inc. 13 1,000 0.00%
4 QUADRANT CAPITAL GROUP LLC 62 2,000 0.00%
5 OMNIA FAMILY WEALTH, LLC 32 2,000 0.00%
6 PARALLEL ADVISORS, LLC 33 2,000 0.00%
7 First Horizon Advisors, Inc. 31 2,000 0.00%
8 REILLY FINANCIAL ADVISORS, LLC 50 3,000 0.00%
9 ADVANTAGE INVESTMENT MANAGEMENT, LLC 49 3,000 0.00%
10 GENEOS WEALTH MANAGEMENT INC. 50 3,000 0.00%
11 Gemmer Asset Management LLC 46 3,000 0.00%
12 Guinness Asset Management LTD 70 5,000 0.00%
13 VERSANT CAPITAL MANAGEMENT, INC 99 6,000 0.00%
14 CWM, LLC 80 6,000 0.00%
15 WFG Advisors, LP 95 7,000 0.00%
16 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 105 7,000 0.00%
17 NewEdge Advisors, LLC 105 7,405 0.00%
18 First Personal Financial Services 119 8,000 0.00%
19 Sandy Spring Bank 130 9,000 0.00%
20 CUTLER GROUP LLC / CA 132 9,000 0.00%
21 BANCO ITAU HOLDING FINANCEIRA S A 150 10,000 0.00%
22 Weaver C. Barksdale & Associates, Inc. 139 10,000 0.00%
23 Cable Hill Partners, LLC 149 10,000 0.00%
24 Jupiter Investment Management Ltd 149 10,000 0.00%
25 Oakworth Capital, Inc. 190 13,000 0.00%
26 ACROSPIRE INVESTMENT MANAGEMENT LLC 200 14,000 0.00%
27 AGF INVESTMENTS LLC 211 15,000 0.00%
28 ORRSTOWN FINANCIAL SERVICES INC 280 19,000 0.00%
29 Independent Portfolio Consultants, Inc. 290 20,000 0.00%
30 COCONUT GROVE BANK 320 22,000 0.00%
31 West Oak Capital, LLC 325 22,497 0.00%
32 RESOURCES INVESTMENT ADVISORS, INC. 395 27,000 0.00%
33 IFP ADVISORS, INC 434 30,000 0.00%
34 ROYAL FUND MANAGEMENT, LLC 510 35,000 0.00%
35 HUNTINGTON NATIONAL BANK 600 42,000 0.00%
36 DREMAN VALUE MANAGEMENT, L L C 652 45,000 0.00%
37 North Star Investment Management Corp. 700 48,000 0.00%
38 ASSETMARK, INC 714 49,000 0.00%
39 IHT WEALTH MANAGEMENT, LLC 186 51,000 0.00%
40 UBS Group AG 800 55,000 0.00% Call
41 LADENBURG THALMANN FINANCIAL SERVICES INC. 969 66,000 0.00%
42 SIMPLEX TRADING, LLC 1,313 90,000 0.00%
43 BESSEMER GROUP INC 1,437 99,000 0.00%
44 D.A. DAVIDSON & CO. 1,657 114,000 0.00%
45 Parallax Volatility Advisers, L.P. 2,000 138,000 0.00% Call
46 ENVESTNET ASSET MANAGEMENT INC 2,316 159,000 0.01%
47 FLINTON CAPITAL MANAGEMENT LLC 2,320 161,000 0.01%
48 ADVISOR GROUP, INC. 2,388 166,000 0.01%
49 Zurcher Kantonalbank (Zurich Cantonalbank) 2,412 167,000 0.01%
50 RIVERHEAD CAPITAL MANAGEMENT LLC 2,663 184,000 0.01%
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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.