Purchases and Sales Made in Q4 2023 in Delta Air Lines, Inc. (DAL)
This table provides information about the institutional ownership of Delta Air Lines, Inc. (DAL) during Q4 2023. The information is specifically focused on institutions that hold shares of DELTA AIR LINES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
35+ 50.0% |
$1.07K - $1.49K
|
105
$6.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
35New |
$1.07K - $1.49K
|
35
$2.13K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
35+ 0.63% |
$1.07K - $1.49K
|
5.57K
$340K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
34+ 2.94% |
$1.04K - $1.44K
|
1.19K
$72.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
33+ 0.39% |
$1.01K - $1.4K
|
8.4K
$512K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
33+ 13.87% |
$1.01K - $1.4K
|
271
$16.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
31+ 0.17% |
$950 - $1.32K
|
18.6K
$1.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$920 - $1.27K
|
30
$1.83K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
29New |
$889 - $1.23K
|
29
$1.77K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
28+ 0.0% |
$858 - $1.19K
|
644K
$39.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
23+ 82.14% |
$705 - $976
|
51
$3.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 13.64% |
$644 - $891
|
175
$10.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 2.5% |
$613 - $849
|
820
$50K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
19New |
$582 - $806
|
19
$1.16K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18+ 31.58% |
$552 - $764
|
75
$4.57K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
15+ 0.09% |
$460 - $637
|
17.1K
$1.04M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12New |
$368 - $509
|
12
$731
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
11+ 0.09% |
$337 - $467
|
12.9K
$787K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
BUY
|
- |
10+ 0.08% |
$307 - $424
|
12.6K
$769K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
9+ 0.15% |
$276 - $382
|
5.95K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
9+ 1.8% |
$276 - $382
|
509
$31K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 2.17% |
$245 - $340
|
376
$22.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.08% |
$184 - $255
|
7.66K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5New |
$153 - $212
|
5
$305
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.32% |
$153 - $212
|
1.55K
$94.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4+ 0.04% |
$123 - $170
|
9.22K
$562K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
4+ 80.0% |
$123 - $170
|
9
$548
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4+ 0.27% |
$123 - $170
|
1.51K
$91.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.25% |
$91.9 - $127
|
1.2K
$73.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.29% |
$91.9 - $127
|
1.04K
$63.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.85% |
$91.9 - $127
|
356
$21.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3New |
$91.9 - $127
|
3
$183
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$61.3 - $84.9
|
2
$122
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.43% |
$61.3 - $84.9
|
468
$28.5K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2New |
$61.3 - $84.9
|
2
$122
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
2+ 0.02% |
$61.3 - $84.9
|
9.63K
$587K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.55% |
$30.7 - $42.4
|
183
$11.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$30.7 - $42.4
|
369
$22.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.03% |
$30.7 - $42.4
|
3.51K
$214K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.04% |
$30.7 - $42.4
|
2.4K
$146K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.01% |
$30.7 - $42.4
|
6.87K
$418K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$30.7 - $42.4
|
72M
$4.39B
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.22% |
$30.7 - $42.4
|
466
$28.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.15% |
$30.7 - $42.4
|
654
$39.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1New |
$30.7 - $42.4
|
1
$60.9
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.24% |
$30.7 - $42.4
|
423
$25.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.02% |
$30.7 - $42.4
|
6.58K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.63% |
$30.7 - $42.4
|
161
$9.81K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-8- 12.9% |
$245 - $340
|
54
$3.29K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9- 0.79% |
$276 - $382
|
1.12K
$68.5K
|