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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
198+ 6.81% |
$22.2K - $28.6K
|
3.11K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
17+ 242.86% |
$1.9K - $2.45K
|
24
$3.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
59New |
$6.61K - $8.51K
|
59
$7.61K
|
|
|
Feb 10, 2025
Q4 2024
|
Freemont Management S.A.
|
BUY
|
- |
16KNew |
$1.79M - $2.31M
|
16K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-533- 18.81% |
$59.7K - $76.9K
|
2.3K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.9KNew |
$213K - $274K
|
1.9K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-117- 5.87% |
$13.1K - $16.9K
|
1.88K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-13.7K- 3.17% |
$1.54M - $1.98M
|
419K
$54M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
336+ 19.43% |
$37.6K - $48.5K
|
2.07K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 22.99% |
$11.2K - $14.4K
|
535
$69K
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
171KNew |
$19.1M - $24.7M
|
171K
$22.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
200New |
$22.4K - $28.8K
|
200
$25.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$560 - $721
|
5
$645
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3New |
$336 - $433
|
3
$387
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
19.9KNew |
$2.23M - $2.87M
|
19.9K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.98K+ 5.64% |
$333K - $429K
|
55.8K
$7.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.6KNew |
$179K - $231K
|
1.6K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-235K- 99.13% |
$26.3M - $33.9M
|
2.06K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-7.06K- 77.12% |
$791K - $1.02M
|
2.1K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
366New |
$41K - $52.8K
|
366
$47.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.57KNew |
$512K - $659K
|
4.57K
$590K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.56KNew |
$287K - $369K
|
2.56K
$330K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-714- 25.32% |
$79.9K - $103K
|
2.11K
$272K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-28- 1.34% |
$3.13K - $4.04K
|
2.06K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-12- 23.53% |
$1.34K - $1.73K
|
39
$5.03K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20+ 9.05% |
$2.24K - $2.88K
|
241
$31.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.37KNew |
$153K - $197K
|
1.37K
$176K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.95KNew |
$666K - $857K
|
5.95K
$767K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
96New |
$10.7K - $13.8K
|
96
$12.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 100.0% |
$448 - $577
|
8
$1.03K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-367- 15.76% |
$41.1K - $52.9K
|
1.96K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
205+ 7.03% |
$23K - $29.6K
|
3.12K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-13.3K- 4.13% |
$1.49M - $1.91M
|
308K
$39.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
39.6KNew |
$4.43M - $5.71M
|
39.6K
$5.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
21.4K+ 92.09% |
$2.4M - $3.09M
|
44.6K
$5.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.1K+ 2.26% |
$124K - $159K
|
49.9K
$6.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
500New |
$56K - $72.1K
|
500
$64.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
8.85KNew |
$991K - $1.28M
|
8.85K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.92KNew |
$215K - $277K
|
1.92K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.13K- 32.01% |
$126K - $163K
|
2.4K
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
75+ 3.61% |
$8.4K - $10.8K
|
2.15K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
45+ 180.0% |
$5.04K - $6.49K
|
70
$9.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.65K- 29.0% |
$184K - $238K
|
4.03K
$520K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
716+ 13.09% |
$80.2K - $103K
|
6.19K
$798K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
18.8K+ 181.31% |
$2.1M - $2.7M
|
29.1K
$3.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.39K- 59.15% |
$156K - $200K
|
960
$124K
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-213K- 25.52% |
$23.9M - $30.8M
|
623K
$80.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
111+ 47.44% |
$12.4K - $16K
|
345
$44.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-7.3K- 31.61% |
$817K - $1.05M
|
15.8K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.73KNew |
$194K - $250K
|
1.73K
$223K
|