Institutional Ownership Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL). We have compiled data on the 1,367 institutions that hold shares in the stock, with a total of 214 Million shares, which have been reported (via 13F filing form) to have a value of $30.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,100
shares
|
$581,134
0.06% of portfolio
|
Q2 2022
Added 6.49%
|
|
|
Elite Wealth Management, Inc.
|
Nov 13, 2024 Q3 2024 |
4,100
shares
|
$581,134
0.12% of portfolio
|
Q3 2024
Reduced 20.71%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,080
shares
|
$578,299
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
4,071
shares
|
$577,023
0.02% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
4,047
shares
|
$573,621
0.05% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
4,044
shares
|
$573,196
0.02% of portfolio
|
Q3 2024
Added 99.41%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,039
shares
|
$572,487
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
4,029
shares
|
$571,070
0.02% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,027
shares
|
$570,786
0.0% of portfolio
|
Q3 2024
Added 27.11%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
4,009
shares
|
$568,235
0.05% of portfolio
|
Q3 2024
Added 17.26%
|
|
|
Gator Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$566,960
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,998
shares
|
$566,676
0.01% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
3,997
shares
|
$566,534
0.04% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
3,967
shares
|
$562,282
0.2% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,964
shares
|
$561,857
0.01% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
3,922
shares
|
$555,904
0.01% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,920
shares
|
$555,620
0.01% of portfolio
|
Q3 2024
Reduced 89.4%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,911
shares
|
$554,345
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
3,903
shares
|
$553,211
0.34% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
3,885
shares
|
$550,659
0.01% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
3,824
shares
|
$542,013
0.05% of portfolio
|
Q3 2024
Added 45.84%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
3,786
shares
|
$536,627
0.1% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,773
shares
|
$534,785
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,765
shares
|
$533,651
0.03% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,751
shares
|
$531,666
0.21% of portfolio
|
Q3 2024
Added 12.98%
|