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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.36% |
$153 - $222
|
281
$21.3K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 4.17% |
$153 - $222
|
25
$1.9K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-1- 0.32% |
$153 - $222
|
316
$24K
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1- 1.59% |
$153 - $222
|
62
$4.71K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 25.0% |
$306 - $445
|
6
$455
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 4.88% |
$306 - $445
|
39
$2.96K
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3- 0.07% |
$459 - $667
|
4.4K
$334K
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 6.12% |
$459 - $667
|
46
$3.49K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 21.05% |
$612 - $890
|
15
$1.14K
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4- 0.05% |
$612 - $890
|
8.79K
$667K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 2.48% |
$612 - $890
|
157
$11.9K
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-4- 2.22% |
$612 - $890
|
176
$13.4K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5- 21.74% |
$765 - $1.11K
|
18
$1.37K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 12.5% |
$918 - $1.33K
|
42
$3.19K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 0.27% |
$918 - $1.33K
|
2.18K
$165K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6- 2.12% |
$918 - $1.33K
|
277
$21K
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-6- 0.39% |
$918 - $1.33K
|
1.54K
$116K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6Closed |
$918 - $1.33K
|
0
$0
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-7- 0.83% |
$1.07K - $1.56K
|
834
$63.3K
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-8- 0.42% |
$1.22K - $1.78K
|
1.9K
$144K
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-8- 0.44% |
$1.22K - $1.78K
|
1.81K
$138K
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9- 10.98% |
$1.38K - $2K
|
73
$5.54K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-9- 0.53% |
$1.38K - $2K
|
1.71K
$129K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-9- 64.29% |
$1.38K - $2K
|
5
$379
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-10- 0.7% |
$1.53K - $2.22K
|
1.41K
$107K
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 3.79% |
$1.53K - $2.22K
|
254
$19.3K
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-11- 0.8% |
$1.68K - $2.45K
|
1.36K
$103K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13- 2.8% |
$1.99K - $2.89K
|
452
$34.3K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-13- 3.62% |
$1.99K - $2.89K
|
346
$26.3K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 63.64% |
$2.14K - $3.11K
|
8
$607
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 0.94% |
$2.3K - $3.34K
|
1.58K
$120K
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-15- 1.19% |
$2.3K - $3.34K
|
1.25K
$94.8K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16- 0.29% |
$2.45K - $3.56K
|
5.57K
$423K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-16- 84.21% |
$2.45K - $3.56K
|
3
$228
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-16- 1.86% |
$2.45K - $3.56K
|
846
$64.2K
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-17- 0.42% |
$2.6K - $3.78K
|
4.05K
$308K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-17- 4.58% |
$2.6K - $3.78K
|
354
$26.9K
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-17- 0.55% |
$2.6K - $3.78K
|
3.05K
$231K
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-18- 0.3% |
$2.75K - $4K
|
5.92K
$449K
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-18- 0.89% |
$2.75K - $4K
|
2.01K
$153K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-19- 54.29% |
$2.91K - $4.23K
|
16
$1.21K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-20- 1.98% |
$3.06K - $4.45K
|
992
$75.3K
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-20- 17.7% |
$3.06K - $4.45K
|
93
$7.06K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-21- 25.61% |
$3.21K - $4.67K
|
61
$4.63K
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-22- 0.68% |
$3.37K - $4.89K
|
3.2K
$243K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-22- 64.71% |
$3.37K - $4.89K
|
12
$911
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-22- 24.72% |
$3.37K - $4.89K
|
67
$5.08K
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
SELL
|
- |
-25- 0.1% |
$3.83K - $5.56K
|
24.6K
$1.86M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-25- 3.62% |
$3.83K - $5.56K
|
665
$50.5K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-25- 5.33% |
$3.83K - $5.56K
|
444
$33.7K
|