Purchases and Sales Made in Q1 2023 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q1 2023. The information is specifically focused on institutions that hold shares of Dell Technologies Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19+ 29.69% |
$695 - $825
|
83
$10.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 0.79% |
$475 - $564
|
1.66K
$219K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9+ 0.84% |
$329 - $391
|
1.08K
$142K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 1.47% |
$183 - $217
|
344
$45.3K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
5+ 12.5% |
$183 - $217
|
45
$5.92K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 0.75% |
$146 - $174
|
535
$70.4K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.7% |
$110 - $130
|
430
$56.6K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.68% |
$110 - $130
|
446
$58.7K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2New |
$73.1 - $86.8
|
2
$263
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 1.09% |
$73.1 - $86.8
|
186
$24.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 2.86% |
$36.6 - $43.4
|
36
$4.74K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.19% |
$36.6 - $43.4
|
524
$69K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.9% |
$36.6 - $43.4
|
112
$14.7K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.53% |
$36.6 - $43.4
|
190
$25K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.54% |
$110 - $130
|
556
$73.2K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3- 18.75% |
$110 - $130
|
13
$1.71K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 1.42% |
$146 - $174
|
278
$36.6K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-5- 11.11% |
$183 - $217
|
40
$5.27K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9- 40.91% |
$329 - $391
|
13
$1.71K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-10- 24.39% |
$366 - $434
|
31
$4.08K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 14.29% |
$475 - $564
|
78
$10.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-15- 44.12% |
$549 - $651
|
19
$2.5K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-20- 1.62% |
$731 - $868
|
1.21K
$160K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-23- 0.19% |
$841 - $998
|
12K
$1.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-25- 5.04% |
$914 - $1.09K
|
471
$62K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-26- 10.16% |
$951 - $1.13K
|
230
$30.3K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-28Closed |
$1.02K - $1.22K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-30- 0.53% |
$1.1K - $1.3K
|
5.62K
$740K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-30- 5.67% |
$1.1K - $1.3K
|
499
$65.7K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-34- 80.95% |
$1.24K - $1.48K
|
8
$1.05K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 2.54% |
$1.32K - $1.56K
|
1.38K
$182K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-39- 7.25% |
$1.43K - $1.69K
|
499
$65.7K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 14.44% |
$1.5K - $1.78K
|
243
$32K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-59- 17.35% |
$2.16K - $2.56K
|
281
$37K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-62- 0.15% |
$2.27K - $2.69K
|
41.6K
$5.47M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-66- 10.54% |
$2.41K - $2.86K
|
560
$73.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-67- 41.36% |
$2.45K - $2.91K
|
95
$12.5K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-78- 96.3% |
$2.85K - $3.39K
|
3
$395
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-80- 11.44% |
$2.93K - $3.47K
|
619
$81.5K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-90- 1.29% |
$3.29K - $3.91K
|
6.91K
$909K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-93- 8.69% |
$3.4K - $4.04K
|
977
$129K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-97- 6.01% |
$3.55K - $4.21K
|
1.52K
$200K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-100- 0.88% |
$3.66K - $4.34K
|
11.3K
$1.49M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-100- 0.91% |
$3.66K - $4.34K
|
10.9K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-102- 1.41% |
$3.73K - $4.43K
|
7.15K
$941K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-105- 1.77% |
$3.84K - $4.56K
|
5.82K
$766K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-111- 1.52% |
$4.06K - $4.82K
|
7.17K
$944K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-117- 0.66% |
$4.28K - $5.08K
|
17.6K
$2.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-119- 86.23% |
$4.35K - $5.16K
|
19
$2.5K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-149- 1.55% |
$5.45K - $6.47K
|
9.47K
$1.25M
|