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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 0.78% |
$271 - $374
|
388
$49.1K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3New |
$271 - $374
|
3
$380
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 6.67% |
$271 - $374
|
48
$6.08K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.42% |
$181 - $249
|
483
$61.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.29% |
$90.3 - $125
|
351
$44.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.35% |
$90.3 - $125
|
289
$36.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$90.3 - $125
|
3.39K
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.01% |
$90.3 - $125
|
100
$12.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.03% |
$90.3 - $125
|
34
$4.31K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$90.3 - $125
|
1
$127
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1- 0.01% |
$90.3 - $125
|
6.95K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 2.78% |
$90.3 - $125
|
35
$4.43K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-2- 66.67% |
$181 - $249
|
1
$127
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2- 0.05% |
$181 - $249
|
3.89K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 0.58% |
$271 - $374
|
511
$64.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4- 2.94% |
$361 - $499
|
132
$16.7K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5- 0.07% |
$452 - $623
|
6.94K
$879K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7- 0.09% |
$632 - $873
|
7.82K
$990K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 2.23% |
$632 - $873
|
307
$38.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 0.53% |
$723 - $997
|
1.5K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-8- 0.29% |
$723 - $997
|
2.76K
$350K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-9- 0.27% |
$813 - $1.12K
|
3.31K
$419K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-10- 35.71% |
$903 - $1.25K
|
18
$2.28K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-10- 12.5% |
$903 - $1.25K
|
70
$8.86K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 39.29% |
$994 - $1.37K
|
17
$2.15K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-11- 0.1% |
$994 - $1.37K
|
11.2K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-11- 12.36% |
$994 - $1.37K
|
78
$9.88K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-12- 85.71% |
$1.08K - $1.5K
|
2
$253
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-13- 59.09% |
$1.17K - $1.62K
|
9
$1.14K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-13- 0.32% |
$1.17K - $1.62K
|
4.1K
$520K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-14- 12.73% |
$1.26K - $1.75K
|
96
$12.2K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-16- 9.09% |
$1.45K - $1.99K
|
160
$20.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20- 0.37% |
$1.81K - $2.49K
|
5.39K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-20- 0.11% |
$1.81K - $2.49K
|
17.7K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-25- 0.08% |
$2.26K - $3.12K
|
31.2K
$3.95M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-30- 0.85% |
$2.71K - $3.74K
|
3.48K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-32- 0.93% |
$2.89K - $3.99K
|
3.42K
$433K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-33- 10.51% |
$2.98K - $4.11K
|
281
$35.6K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 2.51% |
$2.98K - $4.11K
|
1.28K
$162K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-38- 24.52% |
$3.43K - $4.74K
|
117
$14.8K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-39- 0.69% |
$3.52K - $4.86K
|
5.65K
$715K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-39- 1.38% |
$3.52K - $4.86K
|
2.79K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-39- 20.53% |
$3.52K - $4.86K
|
151
$19.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-40- 51.95% |
$3.61K - $4.99K
|
37
$4.69K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-40- 40.0% |
$3.61K - $4.99K
|
60
$7.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-42- 15.67% |
$3.79K - $5.24K
|
226
$28.6K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-42- 80.77% |
$3.79K - $5.24K
|
10
$1.27K
|