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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-59- 22.78% |
$4.41K - $7.35K
|
200
$18.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-61- 1.73% |
$4.56K - $7.6K
|
3.47K
$327K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-66- 61.68% |
$4.94K - $8.22K
|
41
$3.87K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-67- 19.71% |
$5.01K - $8.35K
|
273
$25.8K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-70- 8.45% |
$5.24K - $8.72K
|
758
$71.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-76- 1.55% |
$5.68K - $9.47K
|
4.82K
$455K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-87- 1.52% |
$6.51K - $10.8K
|
5.65K
$534K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-90- 0.23% |
$6.73K - $11.2K
|
38.8K
$3.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-92- 1.9% |
$6.88K - $11.5K
|
4.74K
$448K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-93- 2.71% |
$6.96K - $11.6K
|
3.34K
$315K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-96- 2.23% |
$7.18K - $12K
|
4.21K
$397K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-100- 2.46% |
$7.48K - $12.5K
|
3.97K
$375K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-104- 3.51% |
$7.78K - $13K
|
2.86K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-106- 1.2% |
$7.93K - $13.2K
|
8.71K
$822K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-112- 3.71% |
$8.38K - $14K
|
2.91K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-125- 4.22% |
$9.35K - $15.6K
|
2.84K
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-133- 58.59% |
$9.95K - $16.6K
|
94
$8.87K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-134- 3.09% |
$10K - $16.7K
|
4.21K
$397K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-146- 31.74% |
$10.9K - $18.2K
|
314
$29.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-162- 2.51% |
$12.1K - $20.2K
|
6.3K
$595K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-167- 8.17% |
$12.5K - $20.8K
|
1.88K
$177K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-178- 8.52% |
$13.3K - $22.2K
|
1.91K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-192- 6.12% |
$14.4K - $23.9K
|
2.94K
$278K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-199- 3.07% |
$14.9K - $24.8K
|
6.28K
$593K
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-200- 1.85% |
$15K - $24.9K
|
10.6K
$1M
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-200- 6.61% |
$15K - $24.9K
|
2.83K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200- 58.14% |
$15K - $24.9K
|
144
$13.6K
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-200- 20.0% |
$15K - $24.9K
|
800
$75.5K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-238- 2.81% |
$17.8K - $29.7K
|
8.22K
$776K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-248- 1.23% |
$18.5K - $30.9K
|
19.8K
$1.87M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-250- 0.27% |
$18.7K - $31.1K
|
93.8K
$8.85M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-255- 2.31% |
$19.1K - $31.8K
|
10.8K
$1.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-257- 0.54% |
$19.2K - $32K
|
46.9K
$4.43M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-260- 5.31% |
$19.4K - $32.4K
|
4.64K
$438K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-273- 3.99% |
$20.4K - $34K
|
6.56K
$619K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-282- 8.31% |
$21.1K - $35.1K
|
3.11K
$294K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-299- 6.11% |
$22.4K - $37.3K
|
4.6K
$434K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-300- 4.64% |
$22.4K - $37.4K
|
6.16K
$582K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-300- 3.23% |
$22.4K - $37.4K
|
8.97K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-300- 1.67% |
$22.4K - $37.4K
|
17.7K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-322- 24.86% |
$24.1K - $40.1K
|
973
$91.9K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-361- 9.35% |
$27K - $45K
|
3.5K
$330K
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-361- 7.77% |
$27K - $45K
|
4.29K
$405K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-361- 6.02% |
$27K - $45K
|
5.63K
$532K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-367- 13.48% |
$27.4K - $45.7K
|
2.36K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-368- 14.56% |
$27.5K - $45.8K
|
2.16K
$204K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-375- 24.85% |
$28K - $46.7K
|
1.13K
$107K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-407- 2.64% |
$30.4K - $50.7K
|
15K
$1.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-448- 1.41% |
$33.5K - $55.8K
|
31.3K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-459- 5.34% |
$34.3K - $57.2K
|
8.14K
$769K
|