Purchases and Sales Made in Q1 2024 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 137.5% |
$823 - $1.37K
|
19
$2.38K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10+ 66.67% |
$748 - $1.25K
|
25
$3.13K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
10New |
$748 - $1.25K
|
10
$1.25K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8+ 1.96% |
$598 - $997
|
416
$52K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
5+ 0.45% |
$374 - $623
|
1.11K
$139K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.52% |
$374 - $623
|
962
$120K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 3.18% |
$374 - $623
|
162
$20.3K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.88% |
$299 - $498
|
217
$27.1K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 80.0% |
$299 - $498
|
9
$1.13K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
4+ 4.4% |
$299 - $498
|
95
$11.9K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.86% |
$224 - $374
|
164
$20.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.07% |
$150 - $249
|
3.06K
$383K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.44% |
$150 - $249
|
453
$56.6K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.53% |
$74.8 - $125
|
188
$23.5K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.27% |
$74.8 - $125
|
366
$45.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.35% |
$74.8 - $125
|
285
$35.6K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.2% |
$74.8 - $125
|
84
$10.5K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.48% |
$74.8 - $125
|
210
$26.3K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.27% |
$74.8 - $125
|
365
$45.6K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 2.56% |
$74.8 - $125
|
38
$4.75K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.06% |
$150 - $249
|
3.57K
$447K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2- 0.06% |
$150 - $249
|
3.18K
$397K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7- 4.73% |
$524 - $872
|
141
$17.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-8- 0.52% |
$598 - $997
|
1.53K
$192K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-10- 0.74% |
$748 - $1.25K
|
1.33K
$167K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-12- 1.26% |
$897 - $1.5K
|
942
$118K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 0.8% |
$897 - $1.5K
|
1.49K
$187K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-14- 0.14% |
$1.05K - $1.74K
|
10.1K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-14- 0.4% |
$1.05K - $1.74K
|
3.51K
$438K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 0.85% |
$1.27K - $2.12K
|
1.98K
$247K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-19- 1.53% |
$1.42K - $2.37K
|
1.22K
$153K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-23- 0.72% |
$1.72K - $2.87K
|
3.19K
$398K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-23- 0.26% |
$1.72K - $2.87K
|
8.89K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-28- 0.74% |
$2.09K - $3.49K
|
3.76K
$470K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-28- 50.0% |
$2.09K - $3.49K
|
28
$3.5K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-33- 4.28% |
$2.47K - $4.11K
|
738
$92.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-35- 0.99% |
$2.62K - $4.36K
|
3.49K
$436K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35- 0.8% |
$2.62K - $4.36K
|
4.35K
$544K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36- 9.45% |
$2.69K - $4.49K
|
345
$43.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-37- 41.11% |
$2.77K - $4.61K
|
53
$6.63K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-38- 0.82% |
$2.84K - $4.73K
|
4.61K
$576K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-38- 1.24% |
$2.84K - $4.73K
|
3.03K
$379K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-39- 17.11% |
$2.92K - $4.86K
|
189
$23.6K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-45- 51.72% |
$3.37K - $5.61K
|
42
$5.25K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-46- 16.49% |
$3.44K - $5.73K
|
233
$29.1K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-46- 0.18% |
$3.44K - $5.73K
|
25.6K
$3.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-47- 30.92% |
$3.52K - $5.86K
|
105
$13.1K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-47- 1.38% |
$3.52K - $5.86K
|
3.35K
$419K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-53- 34.42% |
$3.96K - $6.6K
|
101
$12.6K
|