Purchases and Sales Made in Q1 2025 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q1 2025. 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 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
42New |
$3.79K - $5.24K
|
42
$5.32K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
42+ 13.17% |
$3.79K - $5.24K
|
361
$45.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
41New |
$3.7K - $5.11K
|
41
$5.19K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
41+ 27.15% |
$3.7K - $5.11K
|
192
$24.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
37+ 616.67% |
$3.34K - $4.61K
|
43
$5.45K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
35+ 35.35% |
$3.16K - $4.36K
|
134
$17K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
34New |
$3.07K - $4.24K
|
34
$4.31K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
32+ 1.09% |
$2.89K - $3.99K
|
2.97K
$376K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
31New |
$2.8K - $3.86K
|
31
$3.93K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
30+ 1.5% |
$2.71K - $3.74K
|
2.03K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
30+ 43.48% |
$2.71K - $3.74K
|
99
$12.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
29+ 0.89% |
$2.62K - $3.62K
|
3.29K
$416K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
26New |
$2.35K - $3.24K
|
26
$3.29K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 3.27% |
$2.17K - $2.99K
|
758
$96K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
23+ 46.0% |
$2.08K - $2.87K
|
73
$9.24K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
23New |
$2.08K - $2.87K
|
23
$2.91K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
22New |
$1.99K - $2.74K
|
22
$2.79K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
22+ 0.68% |
$1.99K - $2.74K
|
3.24K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
21+ 24.71% |
$1.9K - $2.62K
|
106
$13.4K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
21New |
$1.9K - $2.62K
|
21
$2.66K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
20+ 0.17% |
$1.81K - $2.49K
|
11.6K
$1.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
19+ 0.54% |
$1.72K - $2.37K
|
3.56K
$450K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
19New |
$1.72K - $2.37K
|
19
$2.41K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
18+ 0.5% |
$1.63K - $2.24K
|
3.61K
$458K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
15+ 0.23% |
$1.36K - $1.87K
|
6.59K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 5.34% |
$1.36K - $1.87K
|
296
$37.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14+ 0.5% |
$1.26K - $1.75K
|
2.84K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
14+ 127.27% |
$1.26K - $1.75K
|
25
$3.17K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
12+ 133.33% |
$1.08K - $1.5K
|
21
$2.66K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
12New |
$1.08K - $1.5K
|
12
$1.52K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 47.83% |
$994 - $1.37K
|
34
$4.31K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
11New |
$994 - $1.37K
|
11
$1.39K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11+ 0.11% |
$994 - $1.37K
|
10.2K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.44% |
$994 - $1.37K
|
2.51K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$903 - $1.25K
|
10
$1.27K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
9+ 45.0% |
$813 - $1.12K
|
29
$3.67K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9+ 0.38% |
$813 - $1.12K
|
2.36K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 10.67% |
$723 - $997
|
83
$10.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8+ 0.04% |
$723 - $997
|
21.6K
$2.74M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$632 - $873
|
7
$886
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
7New |
$632 - $873
|
7
$886
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6New |
$542 - $748
|
6
$760
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
5New |
$452 - $623
|
5
$633
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5New |
$452 - $623
|
5
$633
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
5New |
$452 - $623
|
5
$633
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.22% |
$361 - $499
|
333
$42.2K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 400.0% |
$361 - $499
|
5
$633
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4+ 0.36% |
$361 - $499
|
1.12K
$141K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4+ 2.96% |
$361 - $499
|
139
$17.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 14.29% |
$271 - $374
|
24
$3.04K
|