Purchases and Sales Made in Q2 2023 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.72K+ 49.89% |
$230K - $309K
|
17.2K
$2.26M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.66K+ 4.7% |
$228K - $306K
|
126K
$16.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
5.64KNew |
$227K - $305K
|
5.64K
$742K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.42K+ 38.73% |
$218K - $293K
|
19.4K
$2.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
5.42KNew |
$218K - $293K
|
5.42K
$713K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
5.42KNew |
$218K - $293K
|
5.42K
$713K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
5.36KNew |
$216K - $290K
|
5.36K
$706K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.33K+ 100.85% |
$214K - $288K
|
10.6K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.25KNew |
$211K - $284K
|
5.25K
$692K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5KNew |
$201K - $271K
|
5K
$659K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5K+ 56.88% |
$201K - $271K
|
13.8K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.96KNew |
$200K - $268K
|
4.96K
$653K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.81KNew |
$194K - $260K
|
4.81K
$633K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.77KNew |
$192K - $258K
|
4.77K
$627K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.75KNew |
$191K - $257K
|
4.75K
$625K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.74KNew |
$191K - $256K
|
4.74K
$624K
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
BUY
|
- |
4.71K+ 3.25% |
$189K - $255K
|
150K
$19.7M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
4.7KNew |
$189K - $254K
|
4.7K
$618K
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
BUY
|
- |
4.65KNew |
$187K - $252K
|
4.65K
$612K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4.53KNew |
$182K - $245K
|
4.53K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.5KNew |
$181K - $243K
|
4.5K
$592K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.49KNew |
$180K - $243K
|
4.49K
$591K
|
|
|
Jul 14, 2023
Q2 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
4.45KNew |
$179K - $241K
|
4.45K
$586K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
4.41K+ 10.66% |
$177K - $238K
|
45.7K
$6.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.4K+ 4.95% |
$177K - $238K
|
93.4K
$12.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.38KNew |
$176K - $237K
|
4.38K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.34K+ 35.24% |
$175K - $235K
|
16.7K
$2.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.33KNew |
$174K - $234K
|
4.33K
$570K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.28KNew |
$172K - $232K
|
4.28K
$564K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$169K - $227K
|
4.2K
$553K
|
|
|
Aug 02, 2023
Q2 2023
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
4.15KNew |
$167K - $224K
|
4.15K
$546K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.13K+ 33.49% |
$166K - $223K
|
16.5K
$2.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
4.09KNew |
$164K - $221K
|
4.09K
$538K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.08KNew |
$164K - $221K
|
4.08K
$537K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.06KNew |
$163K - $220K
|
4.06K
$535K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
4KNew |
$161K - $216K
|
4K
$527K
|
|
|
Aug 04, 2023
Q2 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
4KNew |
$161K - $216K
|
4K
$527K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
4KNew |
$161K - $216K
|
4K
$526K
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.9KNew |
$157K - $211K
|
3.9K
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
3.89KNew |
$156K - $210K
|
3.89K
$512K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.83KNew |
$154K - $207K
|
3.83K
$504K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.83KNew |
$154K - $207K
|
3.83K
$504K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.79KNew |
$153K - $205K
|
3.79K
$499K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.78KNew |
$152K - $205K
|
3.78K
$498K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3.77K+ 1354.32% |
$151K - $204K
|
4.04K
$532K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.76KNew |
$151K - $204K
|
3.76K
$495K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.76KNew |
$151K - $203K
|
3.76K
$494K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.75KNew |
$151K - $203K
|
3.75K
$494K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
3.74KNew |
$150K - $202K
|
3.74K
$492K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.73KNew |
$150K - $202K
|
3.73K
$491K
|