Purchases and Sales Made in Q1 2023 in Dollar General Corp (DG)
This table provides information about the institutional ownership of Dollar General Corp (DG) during Q1 2023. The information is specifically focused on institutions that hold shares of DOLLAR GENERAL CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
97+ 2.95% |
$19.7K - $24.1K
|
3.39K
$256K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
96+ 1.36% |
$19.5K - $23.9K
|
7.16K
$542K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
95+ 8.09% |
$19.3K - $23.6K
|
1.27K
$96.1K
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
93+ 2.7% |
$18.9K - $23.1K
|
3.54K
$268K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
93+ 7.23% |
$18.9K - $23.1K
|
1.38K
$104K
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
85+ 3.71% |
$17.2K - $21.1K
|
2.38K
$180K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
85+ 17.49% |
$17.2K - $21.1K
|
571
$43.2K
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
83+ 5.13% |
$16.8K - $20.6K
|
1.7K
$129K
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
81+ 7.63% |
$16.4K - $20.1K
|
1.14K
$86.4K
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
75+ 2.48% |
$15.2K - $18.6K
|
3.1K
$234K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
72+ 10.75% |
$14.6K - $17.9K
|
742
$56.1K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
71New |
$14.4K - $17.7K
|
71
$5.37K
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
68+ 2.78% |
$13.8K - $16.9K
|
2.51K
$190K
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
66+ 0.48% |
$13.4K - $16.4K
|
13.9K
$1.05M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
66+ 4.0% |
$13.4K - $16.4K
|
1.72K
$130K
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
65+ 0.65% |
$13.2K - $16.2K
|
10K
$759K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
64+ 0.73% |
$13K - $15.9K
|
8.87K
$671K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
64+ 376.47% |
$13K - $15.9K
|
81
$6.13K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
62+ 1.95% |
$12.6K - $15.4K
|
3.25K
$245K
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
57+ 1.56% |
$11.6K - $14.2K
|
3.7K
$280K
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
53+ 3.0% |
$10.8K - $13.2K
|
1.82K
$138K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
48+ 2.43% |
$9.74K - $11.9K
|
2.02K
$153K
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
47+ 1.73% |
$9.53K - $11.7K
|
2.77K
$209K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46+ 3.85% |
$9.33K - $11.4K
|
1.24K
$93.8K
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
45+ 3.67% |
$9.13K - $11.2K
|
1.27K
$96.2K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
44+ 14.1% |
$8.93K - $10.9K
|
356
$26.9K
|
|
Apr 27, 2023
Q1 2023
|
Homestead Advisers Corp
|
BUY
|
- |
43+ 14.29% |
$8.72K - $10.7K
|
344
$26K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
40+ 4.24% |
$8.11K - $9.94K
|
983
$74.3K
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
40+ 1.41% |
$8.11K - $9.94K
|
2.87K
$217K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40New |
$8.11K - $9.94K
|
40
$3.03K
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
38+ 2.43% |
$7.71K - $9.45K
|
1.6K
$121K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
36New |
$7.3K - $8.95K
|
36
$2.72K
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
35+ 0.11% |
$7.1K - $8.7K
|
31.7K
$2.4M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
33+ 11.87% |
$6.69K - $8.2K
|
311
$23.5K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32+ 2.69% |
$6.49K - $7.96K
|
1.22K
$92.5K
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
32New |
$6.49K - $7.96K
|
32
$2.42K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
31+ 27.68% |
$6.29K - $7.71K
|
143
$10.8K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
31+ 2.21% |
$6.29K - $7.71K
|
1.44K
$109K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
30+ 0.92% |
$6.09K - $7.46K
|
3.3K
$250K
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
29+ 2.56% |
$5.88K - $7.21K
|
1.16K
$88K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
29+ 223.08% |
$5.88K - $7.21K
|
42
$3.18K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 12.89% |
$5.88K - $7.21K
|
254
$19.2K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
28+ 0.33% |
$5.68K - $6.96K
|
8.62K
$652K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
28+ 6.83% |
$5.68K - $6.96K
|
438
$33.1K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28New |
$5.68K - $6.96K
|
28
$2.12K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
27+ 2.61% |
$5.48K - $6.71K
|
1.06K
$80.2K
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
26+ 2.1% |
$5.27K - $6.46K
|
1.27K
$95.8K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
26New |
$5.27K - $6.46K
|
26
$1.97K
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
25+ 0.57% |
$5.07K - $6.22K
|
4.39K
$332K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25New |
$5.07K - $6.22K
|
25
$1.89K
|