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 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
20+ 0.07% |
$805 - $1.08K
|
30.8K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 5.75% |
$805 - $1.08K
|
368
$46.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
19+ 0.06% |
$764 - $1.03K
|
34.1K
$4.32M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19+ 29.69% |
$764 - $1.03K
|
83
$10.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
18+ 0.09% |
$724 - $974
|
20.8K
$2.64M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18New |
$724 - $974
|
18
$2.28K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 1.16% |
$644 - $866
|
1.4K
$177K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 175.0% |
$563 - $758
|
22
$2.79K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14+ 35.0% |
$563 - $758
|
54
$6.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 2.5% |
$563 - $758
|
574
$72.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14New |
$563 - $758
|
14
$1.77K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
12+ 0.78% |
$483 - $649
|
1.54K
$196K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
12+ 15.38% |
$483 - $649
|
90
$11.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
11New |
$443 - $595
|
11
$1.39K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
10New |
$402 - $541
|
10
$1.27K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10+ 76.92% |
$402 - $541
|
23
$2.91K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9+ 0.83% |
$362 - $487
|
1.09K
$138K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 32.14% |
$362 - $487
|
37
$4.69K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 2.88% |
$282 - $379
|
250
$31.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
7New |
$282 - $379
|
7
$886
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 10.0% |
$282 - $379
|
77
$9.75K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7+ 0.28% |
$282 - $379
|
2.5K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.93% |
$161 - $216
|
434
$55K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$121 - $162
|
3
$380
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.87% |
$121 - $162
|
347
$43.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2+ 0.02% |
$80.5 - $108
|
12K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2+ 0.0% |
$80.5 - $108
|
202K
$25.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.45% |
$80.5 - $108
|
448
$56.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.85% |
$40.2 - $54.1
|
119
$15.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.04% |
$40.2 - $54.1
|
2.75K
$348K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.48% |
$40.2 - $54.1
|
209
$26.5K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.54% |
$40.2 - $54.1
|
187
$23.7K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1- 0.02% |
$40.2 - $54.1
|
5.2K
$658K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4- 3.48% |
$161 - $216
|
111
$14.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8- 0.66% |
$322 - $433
|
1.21K
$153K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-13- 3.0% |
$523 - $703
|
421
$53.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-18- 23.08% |
$724 - $974
|
60
$7.6K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-20- 6.56% |
$805 - $1.08K
|
285
$36.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-27- 0.1% |
$1.09K - $1.46K
|
27.1K
$3.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-36- 50.0% |
$1.45K - $1.95K
|
36
$4.56K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-39- 0.1% |
$1.57K - $2.11K
|
37.9K
$4.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-41- 0.61% |
$1.65K - $2.22K
|
6.7K
$849K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-56- 0.25% |
$2.25K - $3.03K
|
22.4K
$2.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-59- 0.3% |
$2.37K - $3.19K
|
19.6K
$2.49M
|
|
|
Jul 24, 2023
Q2 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-60- 0.06% |
$2.41K - $3.25K
|
103K
$13.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-69- 26.54% |
$2.78K - $3.73K
|
191
$24.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-71- 0.39% |
$2.86K - $3.84K
|
18K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-91- 1.26% |
$3.66K - $4.92K
|
7.13K
$902K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-99- 25.52% |
$3.98K - $5.36K
|
289
$36.6K
|