Purchases and Sales Made in Q2 2023 in Dollar General Corp (DG)
This table provides information about the institutional ownership of Dollar General Corp (DG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
135+ 10.67% |
$20.7K - $30K
|
1.4K
$106K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
133+ 5.15% |
$20.4K - $29.6K
|
2.72K
$205K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
131+ 8.58% |
$20K - $29.1K
|
1.66K
$125K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
127+ 4.61% |
$19.4K - $28.2K
|
2.88K
$218K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
121+ 49.79% |
$18.5K - $26.9K
|
364
$27.5K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
121+ 4.85% |
$18.5K - $26.9K
|
2.62K
$198K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
112+ 1.97% |
$17.1K - $24.9K
|
5.79K
$438K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
107+ 2.78% |
$16.4K - $23.8K
|
3.95K
$299K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
105+ 4.96% |
$16.1K - $23.4K
|
2.22K
$168K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
101+ 4.97% |
$15.5K - $22.5K
|
2.13K
$161K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
101+ 0.94% |
$15.5K - $22.5K
|
10.9K
$824K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
100New |
$15.3K - $22.2K
|
100
$7.56K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
99New |
$15.2K - $22K
|
99
$7.49K
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
96+ 2.04% |
$14.7K - $21.4K
|
4.79K
$362K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
94+ 5.88% |
$14.4K - $20.9K
|
1.69K
$128K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
93+ 10.02% |
$14.2K - $20.7K
|
1.02K
$77.2K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
92+ 1.37% |
$14.1K - $20.5K
|
6.83K
$516K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
92+ 5.74% |
$14.1K - $20.5K
|
1.7K
$128K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
89+ 4.78% |
$13.6K - $19.8K
|
1.95K
$147K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
89+ 3.48% |
$13.6K - $19.8K
|
2.64K
$200K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
85+ 2.58% |
$13K - $18.9K
|
3.38K
$256K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
83+ 7.23% |
$12.7K - $18.5K
|
1.23K
$93.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
80+ 1.61% |
$12.2K - $17.8K
|
5.05K
$382K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
78+ 27.56% |
$11.9K - $17.3K
|
361
$27.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
75+ 8.47% |
$11.5K - $16.7K
|
960
$72.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
73+ 1.47% |
$11.2K - $16.2K
|
5.04K
$381K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
73+ 0.95% |
$11.2K - $16.2K
|
7.78K
$589K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
70+ 0.47% |
$10.7K - $15.6K
|
14.9K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
66+ 2.65% |
$10.1K - $14.7K
|
2.55K
$193K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
64+ 5.36% |
$9.8K - $14.2K
|
1.26K
$95.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
60+ 55.05% |
$9.18K - $13.3K
|
169
$12.8K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 55.05% |
$9.18K - $13.3K
|
169
$12.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
59New |
$9.03K - $13.1K
|
59
$4.46K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
58+ 1.83% |
$8.88K - $12.9K
|
3.24K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
55+ 36.67% |
$8.42K - $12.2K
|
205
$15.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
53+ 1.61% |
$8.11K - $11.8K
|
3.35K
$254K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53+ 20.87% |
$8.11K - $11.8K
|
307
$23.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53+ 20.87% |
$8.11K - $11.8K
|
307
$23.2K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
53+ 1.91% |
$8.11K - $11.8K
|
2.82K
$214K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
52New |
$7.96K - $11.6K
|
52
$3.93K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
52+ 4.09% |
$7.96K - $11.6K
|
1.32K
$100K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 8.01% |
$7.65K - $11.1K
|
674
$51K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
50New |
$7.65K - $11.1K
|
50
$3.78K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
48+ 24.87% |
$7.35K - $10.7K
|
241
$18.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
47+ 0.72% |
$7.19K - $10.5K
|
6.6K
$499K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
45New |
$6.89K - $10K
|
45
$3.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
42+ 0.1% |
$6.43K - $9.34K
|
43.2K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
42New |
$6.43K - $9.34K
|
42
$3.18K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
38+ 542.86% |
$5.82K - $8.45K
|
45
$3.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
35+ 0.7% |
$5.36K - $7.79K
|
5.06K
$382K
|