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 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.72KNew |
$245K - $339K
|
2.72K
$344K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.65K+ 82.01% |
$240K - $331K
|
5.89K
$746K
|
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
BUY
|
- |
2.65KNew |
$239K - $330K
|
2.65K
$336K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.63K+ 16.87% |
$238K - $328K
|
18.2K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.62KNew |
$237K - $327K
|
2.62K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.6KNew |
$235K - $324K
|
2.6K
$330K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
2.6KNew |
$234K - $323K
|
2.6K
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.59K+ 13.44% |
$234K - $323K
|
21.9K
$2.77M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.55K+ 73.7% |
$230K - $317K
|
6K
$760K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 27.68% |
$229K - $316K
|
11.7K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.54K+ 83.37% |
$229K - $316K
|
5.58K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.53K+ 3.56% |
$229K - $315K
|
73.7K
$9.33M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.53K+ 12.49% |
$228K - $315K
|
22.8K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.52KNew |
$227K - $314K
|
2.52K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
2.52K+ 39.98% |
$227K - $314K
|
8.81K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
2.51K+ 23.51% |
$227K - $313K
|
13.2K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.51K+ 3.49% |
$226K - $312K
|
74.3K
$9.4M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
2.5K+ 100.0% |
$226K - $312K
|
5K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.5K+ 89.95% |
$226K - $311K
|
5.28K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.5KNew |
$226K - $311K
|
2.5K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.49K+ 16.28% |
$225K - $311K
|
17.8K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.45KNew |
$221K - $305K
|
2.45K
$310K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.43KNew |
$220K - $303K
|
2.43K
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.43K+ 67.15% |
$220K - $303K
|
6.05K
$766K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.43KNew |
$219K - $303K
|
2.43K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.43KNew |
$219K - $302K
|
2.43K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.42K+ 1.49% |
$219K - $302K
|
165K
$20.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
2.42K+ 3.69% |
$218K - $301K
|
67.8K
$8.59M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.36K+ 22.25% |
$213K - $294K
|
12.9K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.35K+ 4.48% |
$212K - $293K
|
54.7K
$6.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.34K+ 119.87% |
$211K - $292K
|
4.29K
$544K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.33KNew |
$211K - $291K
|
2.33K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.31K+ 45.31% |
$209K - $288K
|
7.41K
$938K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.3KNew |
$208K - $287K
|
2.3K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.29KNew |
$207K - $285K
|
2.29K
$290K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
2.25K+ 7.08% |
$203K - $280K
|
33.9K
$4.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
2.24K+ 15.27% |
$202K - $279K
|
16.9K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.23K+ 56.48% |
$202K - $278K
|
6.18K
$783K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.2K+ 22.79% |
$199K - $275K
|
11.9K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.2KNew |
$198K - $274K
|
2.2K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
2.19K+ 16.78% |
$198K - $273K
|
15.2K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.18K+ 52.73% |
$197K - $272K
|
6.32K
$800K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.18K+ 0.3% |
$197K - $271K
|
730K
$92.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.18K+ 14.18% |
$197K - $271K
|
17.5K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.09K+ 13.07% |
$189K - $261K
|
18.1K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.08K+ 22.27% |
$188K - $260K
|
11.4K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.03K+ 3.46% |
$183K - $253K
|
60.8K
$7.69M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2K+ 0.88% |
$181K - $249K
|
228K
$28.9M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 14.82% |
$179K - $247K
|
15.4K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.96KNew |
$177K - $244K
|
1.96K
$248K
|