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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-75- 13.49% |
$6.78K - $9.35K
|
481
$59.6K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.51K- 90.43% |
$859K - $1.19M
|
1.01K
$125K
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
145+ 2.56% |
$13.1K - $18.1K
|
5.82K
$721K
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-25- 0.08% |
$2.26K - $3.12K
|
31.2K
$3.87M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.65KNew |
$511K - $704K
|
5.65K
$700K
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.03K+ 5.85% |
$93.2K - $129K
|
18.7K
$2.31M
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
41New |
$3.7K - $5.11K
|
41
$5.08K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-11- 12.36% |
$994 - $1.37K
|
78
$9.66K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
445+ 5.85% |
$40.2K - $55.5K
|
8.05K
$997K
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-120- 1.67% |
$10.8K - $15K
|
7.06K
$874K
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-415- 5.69% |
$37.5K - $51.7K
|
6.88K
$852K
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 12.5% |
$36.1K - $49.9K
|
2.8K
$347K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.17K+ 23.82% |
$828K - $1.14M
|
47.6K
$5.9M
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-330- 9.2% |
$29.8K - $41.1K
|
3.26K
$403K
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
1.2K+ 1.22% |
$108K - $150K
|
99.7K
$12.3M
|
|
Apr 30, 2025
Q1 2025
|
Robeco Schweiz Ag
|
BUY
|
- |
14.7K+ 19.27% |
$1.33M - $1.83M
|
91K
$11.3M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
612+ 5.62% |
$55.3K - $76.3K
|
11.5K
$1.42M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.01K+ 2.14% |
$91.2K - $126K
|
48.2K
$5.97M
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
18.4KNew |
$1.66M - $2.29M
|
18.4K
$2.28M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-591- 28.93% |
$53.4K - $73.7K
|
1.45K
$180K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.5K+ 361.11% |
$587K - $810K
|
8.3K
$1.03M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.23K+ 56.48% |
$202K - $278K
|
6.18K
$766K
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
586+ 1.29% |
$52.9K - $73.1K
|
46K
$5.7M
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
69.9K+ 33.07% |
$6.32M - $8.72M
|
281K
$34.9M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
35.6K+ 214.57% |
$3.22M - $4.44M
|
52.2K
$6.47M
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
527New |
$47.6K - $65.7K
|
527
$65.3K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
250+ 30.53% |
$22.6K - $31.2K
|
1.07K
$132K
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
1.86K+ 10.58% |
$168K - $232K
|
19.4K
$2.41M
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
360New |
$32.5K - $44.9K
|
360
$44.6K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-247- 8.04% |
$22.3K - $30.8K
|
2.82K
$350K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.96KNew |
$177K - $244K
|
1.96K
$242K
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.43KNew |
$219K - $303K
|
2.43K
$301K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
12+ 133.33% |
$1.08K - $1.5K
|
21
$2.6K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
77+ 24.44% |
$6.96K - $9.6K
|
392
$48.6K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
136K+ 24.02% |
$12.3M - $17M
|
703K
$87M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-426- 6.44% |
$38.5K - $53.1K
|
6.19K
$767K
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
545+ 15.32% |
$49.2K - $67.9K
|
4.1K
$508K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.34K+ 119.87% |
$211K - $292K
|
4.29K
$532K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.24K- 11.88% |
$112K - $155K
|
9.22K
$1.14M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
47K+ 50.65% |
$4.25M - $5.86M
|
140K
$17.3M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14+ 0.5% |
$1.26K - $1.75K
|
2.84K
$351K
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
300New |
$27.1K - $37.4K
|
300
$37.2K
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.84K- 35.99% |
$166K - $229K
|
3.27K
$405K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5.36K+ 104.75% |
$484K - $668K
|
10.5K
$1.3M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.54K+ 83.37% |
$229K - $316K
|
5.58K
$691K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
PUT |
3.6KNew |
$325K - $449K
|
3.6K
$446K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
19New |
$1.72K - $2.37K
|
19
$2.35K
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.33KNew |
$211K - $291K
|
2.33K
$289K
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
197+ 5.54% |
$17.8K - $24.6K
|
3.76K
$465K
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-1.1K- 10.85% |
$98.9K - $137K
|
9K
$1.11M
|