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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.1K+ 53.5% |
$347K - $447K
|
8.9K
$1.15M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
322New |
$36.1K - $46.4K
|
322
$41.5K
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
32.1KNew |
$3.6M - $4.63M
|
32.1K
$4.14M
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
119+ 4.57% |
$13.3K - $17.2K
|
2.72K
$351K
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2.12KNew |
$237K - $305K
|
2.12K
$273K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24+ 64.86% |
$2.69K - $3.46K
|
61
$7.87K
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
508+ 62.79% |
$56.9K - $73.3K
|
1.32K
$170K
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
448+ 23.36% |
$50.2K - $64.6K
|
2.37K
$305K
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.84KNew |
$205K - $265K
|
1.84K
$237K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
36.5KNew |
$4.09M - $5.27M
|
36.5K
$4.71M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.02KNew |
$227K - $292K
|
2.02K
$261K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
970New |
$109K - $140K
|
970
$125K
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19+ 0.8% |
$2.13K - $2.74K
|
2.4K
$310K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.08% |
$112 - $144
|
1.22K
$158K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.14K+ 89.0% |
$240K - $309K
|
4.55K
$587K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.07K- 53.64% |
$343K - $442K
|
2.65K
$342K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500- 90.91% |
$56K - $72.1K
|
50
$6.45K
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
111+ 300.0% |
$12.4K - $16K
|
148
$19.1K
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-132- 5.98% |
$14.8K - $19K
|
2.08K
$268K
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
SELL
|
- |
-50K- 25.0% |
$5.6M - $7.21M
|
150K
$19.3M
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2K+ 6666.67% |
$224K - $288K
|
2.03K
$262K
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.77KNew |
$310K - $399K
|
2.77K
$357K
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.74KNew |
$195K - $252K
|
1.74K
$225K
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
265+ 12.29% |
$29.7K - $38.2K
|
2.42K
$312K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8New |
$896 - $1.15K
|
8
$1.03K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.1KNew |
$235K - $303K
|
2.1K
$271K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-348- 16.09% |
$39K - $50.2K
|
1.82K
$234K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-361- 6.85% |
$40.4K - $52.1K
|
4.91K
$633K
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
22.4KNew |
$2.51M - $3.24M
|
22.4K
$2.89M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
29New |
$3.25K - $4.18K
|
29
$3.74K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
500New |
$56K - $72.1K
|
500
$64.5K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.41KNew |
$606K - $781K
|
5.41K
$698K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15- 0.55% |
$1.68K - $2.16K
|
2.7K
$348K
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
59+ 12.24% |
$6.61K - $8.51K
|
541
$69.8K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
653+ 17.48% |
$73.1K - $94.2K
|
4.39K
$566K
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
SELL
|
CALL |
-50- 33.33% |
$5.6K - $7.21K
|
100
$12.9K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21.1KNew |
$2.36M - $3.04M
|
21.1K
$2.72M
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
20.4KNew |
$2.28M - $2.94M
|
20.4K
$2.63M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-9- 0.31% |
$1.01K - $1.3K
|
2.86K
$368K
|
|
Jan 22, 2025
Q4 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-4.5K- 69.24% |
$504K - $649K
|
2K
$258K
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
67KNew |
$7.5M - $9.66M
|
67K
$8.64M
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
800New |
$89.6K - $115K
|
800
$103K
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 0.57% |
$4.48K - $5.77K
|
7.01K
$904K
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-46.3K- 46.56% |
$5.18M - $6.68M
|
53.1K
$6.85M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.65K+ 7.85% |
$856K - $1.1M
|
105K
$13.5M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-791- 23.07% |
$88.6K - $114K
|
2.64K
$340K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.37K+ 19.13% |
$153K - $197K
|
8.53K
$1.1M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-93- 4.03% |
$10.4K - $13.4K
|
2.21K
$286K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3+ 42.86% |
$336 - $433
|
10
$1.29K
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.05K+ 19.53% |
$230K - $296K
|
12.5K
$1.62M
|