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 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.66K+ 66.23% |
$199K - $331K
|
6.67K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.64KNew |
$197K - $328K
|
2.64K
$249K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.63K+ 78.3% |
$197K - $328K
|
6K
$566K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
2.62KNew |
$196K - $326K
|
2.62K
$247K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.6KNew |
$194K - $324K
|
2.6K
$245K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.54KNew |
$190K - $317K
|
2.54K
$240K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$190K - $317K
|
2.54K
$240K
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.54K+ 48.96% |
$190K - $316K
|
7.72K
$729K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.51KNew |
$188K - $313K
|
2.51K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.51K+ 6.7% |
$188K - $313K
|
40K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.5KNew |
$187K - $311K
|
2.5K
$236K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.5KNew |
$187K - $311K
|
2.5K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.48K+ 37.98% |
$186K - $309K
|
9.01K
$851K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.48K+ 11.58% |
$185K - $308K
|
23.9K
$2.25M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.47KNew |
$185K - $308K
|
2.47K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.47KNew |
$185K - $308K
|
2.47K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.47KNew |
$185K - $308K
|
2.47K
$233K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.46KNew |
$184K - $306K
|
2.46K
$232K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.44KNew |
$182K - $303K
|
2.44K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.38KNew |
$178K - $297K
|
2.38K
$225K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.38KNew |
$178K - $297K
|
2.38K
$225K
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
2.37KNew |
$177K - $295K
|
2.37K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.36K+ 3.4% |
$176K - $294K
|
71.8K
$6.77M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.33KNew |
$174K - $291K
|
2.33K
$220K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.33KNew |
$174K - $290K
|
2.33K
$220K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.33KNew |
$174K - $290K
|
2.33K
$220K
|
|
|
Apr 15, 2024
Q1 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
2.31KNew |
$173K - $288K
|
2.31K
$218K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.3KNew |
$172K - $287K
|
2.3K
$217K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$172K - $287K
|
2.3K
$217K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
2.3KNew |
$172K - $286K
|
2.3K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2.24KNew |
$167K - $279K
|
2.24K
$211K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.2KNew |
$165K - $274K
|
2.2K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2.19KNew |
$164K - $273K
|
2.19K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.18KNew |
$163K - $272K
|
2.18K
$206K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.18KNew |
$163K - $271K
|
2.18K
$206K
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.15K+ 24.82% |
$161K - $268K
|
10.8K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.15KNew |
$161K - $267K
|
2.15K
$203K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.13KNew |
$159K - $265K
|
2.13K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.1KNew |
$157K - $262K
|
2.1K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 28.63% |
$157K - $261K
|
9.43K
$890K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.1KNew |
$157K - $261K
|
2.1K
$198K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
2.09KNew |
$156K - $260K
|
2.09K
$197K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.09KNew |
$156K - $260K
|
2.09K
$197K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.07KNew |
$155K - $258K
|
2.07K
$196K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.07KNew |
$155K - $258K
|
2.07K
$195K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.07K+ 327.78% |
$154K - $257K
|
2.7K
$254K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.06KNew |
$154K - $256K
|
2.06K
$194K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.04KNew |
$152K - $254K
|
2.04K
$192K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.03KNew |
$152K - $253K
|
2.03K
$192K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.03KNew |
$152K - $253K
|
2.03K
$192K
|