Latest Institutional Transactions on Dell Technologies Inc. (DELL)
This table provides information on the latest institutional transactions involving Dell Technologies Inc. (DELL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.76K- 6.87% |
$575K - $674K
|
64.5K
$8.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-271K- 12.92% |
$32.8M - $38.4M
|
1.83M
$244M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.1K- 4.25% |
$254K - $298K
|
47.4K
$6.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-14.1K- 33.54% |
$1.71M - $2M
|
28K
$3.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-882- 7.23% |
$107K - $125K
|
11.3K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
30+ 14.56% |
$3.63K - $4.25K
|
236
$31.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
5.44KNew |
$658K - $771K
|
5.44K
$727K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.14K- 7.52% |
$258K - $303K
|
26.3K
$3.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.17K- 16.24% |
$142K - $166K
|
6.04K
$807K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-64- 2.26% |
$7.74K - $9.07K
|
2.76K
$370K
|
|
|
Nov 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.12K+ 7.39% |
$136K - $159K
|
16.3K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
3New |
$363 - $425
|
3
$401
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 0.36% |
$121 - $142
|
277
$37.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
584+ 22.6% |
$70.6K - $82.8K
|
3.17K
$424K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
755+ 24.47% |
$91.3K - $107K
|
3.84K
$514K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.01K+ 63.79% |
$122K - $143K
|
2.58K
$346K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
43+ 2.79% |
$5.2K - $6.1K
|
1.59K
$212K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
207+ 2.31% |
$25K - $29.3K
|
9.16K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
75.8K+ 490.34% |
$9.17M - $10.7M
|
91.2K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
100+ 25.0% |
$12.1K - $14.2K
|
500
$66.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
126New |
$15.2K - $17.9K
|
126
$16.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
183+ 11.09% |
$22.1K - $25.9K
|
1.83K
$245K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
686+ 27.87% |
$83K - $97.3K
|
3.15K
$421K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
700+ 19.33% |
$84.7K - $99.2K
|
4.32K
$578K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$121 - $142
|
356
$47.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-5.58K- 48.08% |
$675K - $791K
|
6.03K
$806K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
270+ 26.76% |
$32.7K - $38.3K
|
1.28K
$171K
|
|
|
Nov 10, 2025
Q3 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-29.1K- 53.97% |
$3.53M - $4.13M
|
24.9K
$3.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
561+ 6.79% |
$67.9K - $79.5K
|
8.82K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
167+ 3.95% |
$20.2K - $23.7K
|
4.4K
$588K
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1K- 31.47% |
$121K - $142K
|
2.18K
$291K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.48KNew |
$179K - $210K
|
1.48K
$198K
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-1.27K- 42.95% |
$153K - $179K
|
1.68K
$225K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.54K+ 23.15% |
$186K - $218K
|
8.18K
$1.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
924+ 6.36% |
$112K - $131K
|
15.5K
$2.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
1.26K+ 0.45% |
$152K - $179K
|
283K
$37.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
60+ 1.08% |
$7.26K - $8.51K
|
5.63K
$753K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.57KNew |
$189K - $222K
|
1.57K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-127- 0.49% |
$15.4K - $18K
|
25.8K
$3.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
966+ 2.64% |
$117K - $137K
|
37.5K
$5.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.33K+ 15.11% |
$161K - $188K
|
10.1K
$1.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-876- 1.69% |
$106K - $124K
|
50.9K
$6.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
36.7K+ 6.15% |
$4.43M - $5.2M
|
633K
$84.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
603+ 21.44% |
$72.9K - $85.5K
|
3.42K
$457K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.25K+ 51.6% |
$998K - $1.17M
|
24.3K
$3.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
765+ 15.87% |
$92.5K - $108K
|
5.59K
$747K
|
|
|
Nov 10, 2025
Q3 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-11.2K- 2.85% |
$1.35M - $1.58M
|
380K
$50.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
971+ 6.48% |
$117K - $138K
|
16K
$2.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.71K- 6.01% |
$328K - $385K
|
42.5K
$5.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
788+ 2.43% |
$95.3K - $112K
|
33.3K
$4.45M
|
|