Purchases and Sales Made in Q2 2024 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
564+ 68.2% |
$64.8K - $101K
|
1.39K
$136K
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
526+ 4.47% |
$60.4K - $94.3K
|
12.3K
$1.2M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
519+ 15.51% |
$59.6K - $93K
|
3.87K
$377K
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
513New |
$58.9K - $91.9K
|
513
$50.1K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
509+ 1.74% |
$58.5K - $91.2K
|
29.8K
$2.9M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
506+ 500.99% |
$58.1K - $90.7K
|
607
$59.2K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
506+ 75.52% |
$58.1K - $90.7K
|
1.18K
$115K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500+ 161.29% |
$57.4K - $89.6K
|
810
$79K
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
500+ 29.41% |
$57.4K - $89.6K
|
2.2K
$215K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
500+ 159.74% |
$57.4K - $89.6K
|
813
$79.3K
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
495+ 15.22% |
$56.9K - $88.7K
|
3.75K
$366K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
488+ 15.88% |
$56.1K - $87.5K
|
3.56K
$348K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
487+ 15.83% |
$55.9K - $87.3K
|
3.56K
$348K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
465+ 15.3% |
$53.4K - $83.3K
|
3.5K
$342K
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
463+ 12.56% |
$53.2K - $83K
|
4.15K
$405K
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
459New |
$52.7K - $82.3K
|
459
$44.8K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
457+ 13.06% |
$52.5K - $81.9K
|
3.96K
$386K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
457+ 16.9% |
$52.5K - $81.9K
|
3.16K
$308K
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
454+ 16.15% |
$52.2K - $81.4K
|
3.27K
$319K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
446+ 103.0% |
$51.2K - $79.9K
|
879
$85.8K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
441+ 127.83% |
$50.7K - $79K
|
786
$76.7K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
437+ 21.5% |
$50.2K - $78.3K
|
2.47K
$241K
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
436+ 1.64% |
$50.1K - $78.1K
|
27.1K
$2.64M
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
434+ 12.04% |
$49.9K - $77.8K
|
4.04K
$394K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
412+ 15.37% |
$47.3K - $73.8K
|
3.09K
$302K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
395+ 40.68% |
$45.4K - $70.8K
|
1.37K
$133K
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
383+ 4.96% |
$44K - $68.6K
|
8.1K
$790K
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
375New |
$43.1K - $67.2K
|
375
$36.6K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
372+ 8.78% |
$42.7K - $66.7K
|
4.61K
$450K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
370New |
$42.5K - $66.3K
|
370
$36.1K
|
|
Aug 14, 2024
Q2 2024
|
Unc Management Company, Inc.
Chapel Hill, NC |
BUY
|
- |
366New |
$42K - $65.6K
|
366
$35.7K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
365+ 14.78% |
$41.9K - $65.4K
|
2.84K
$277K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
354+ 1.24% |
$40.7K - $63.4K
|
28.9K
$2.82M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
350+ 175.0% |
$40.2K - $62.7K
|
550
$53.7K
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
348New |
$40K - $62.4K
|
348
$34K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
345+ 0.65% |
$39.6K - $61.8K
|
53.2K
$5.19M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
331+ 7.18% |
$38K - $59.3K
|
4.94K
$482K
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
328+ 7.61% |
$37.7K - $58.8K
|
4.64K
$453K
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
327New |
$37.6K - $58.6K
|
327
$31.9K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
326+ 11.78% |
$37.4K - $58.4K
|
3.09K
$302K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
325+ 225.69% |
$37.3K - $58.2K
|
469
$45.8K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
317+ 82.77% |
$36.4K - $56.8K
|
700
$68.3K
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
300+ 13.79% |
$34.5K - $53.8K
|
2.48K
$241K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
300+ 12.59% |
$34.5K - $53.8K
|
2.68K
$262K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
292New |
$33.5K - $52.3K
|
292
$28.5K
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
291+ 8.45% |
$33.4K - $52.2K
|
3.73K
$364K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
286+ 29.73% |
$32.9K - $51.3K
|
1.25K
$122K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
278+ 1.27% |
$31.9K - $49.8K
|
22.2K
$2.16M
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
276+ 96.84% |
$31.7K - $49.5K
|
561
$54.7K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
269New |
$30.9K - $48.2K
|
269
$26.2K
|