Purchases and Sales Made in Q3 2023 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
110+ 19.16% |
$5.79K - $7.94K
|
684
$79.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
107New |
$5.63K - $7.72K
|
107
$12.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
107+ 0.96% |
$5.63K - $7.72K
|
11.3K
$1.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
105+ 477.27% |
$5.52K - $7.58K
|
127
$14.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
104New |
$5.47K - $7.5K
|
104
$12.1K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
83New |
$4.37K - $5.99K
|
83
$9.67K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
82New |
$4.31K - $5.92K
|
82
$9.56K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
81+ 1.11% |
$4.26K - $5.84K
|
7.39K
$861K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
79+ 188.1% |
$4.16K - $5.7K
|
121
$14.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
77+ 90.59% |
$4.05K - $5.56K
|
162
$18.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
76+ 10.56% |
$4K - $5.48K
|
796
$92.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
76New |
$4K - $5.48K
|
76
$8.86K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
63New |
$3.31K - $4.55K
|
63
$7.34K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
63+ 0.31% |
$3.31K - $4.55K
|
20.1K
$2.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
58+ 60.42% |
$3.05K - $4.19K
|
154
$17.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
53+ 11.91% |
$2.79K - $3.82K
|
498
$58K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
50+ 4.15% |
$2.63K - $3.61K
|
1.26K
$146K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
49+ 62.03% |
$2.58K - $3.54K
|
128
$14.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
46+ 1.03% |
$2.42K - $3.32K
|
4.53K
$528K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
42+ 0.46% |
$2.21K - $3.03K
|
9.13K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
41+ 132.26% |
$2.16K - $2.96K
|
72
$8.39K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
31New |
$1.63K - $2.24K
|
31
$3.61K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
28New |
$1.47K - $2.02K
|
28
$3.26K
|
|
|
Oct 31, 2023
Q3 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
28+ 0.69% |
$1.47K - $2.02K
|
4.11K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
28New |
$1.47K - $2.02K
|
28
$3.26K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 35.06% |
$1.42K - $1.95K
|
104
$12.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
23+ 0.32% |
$1.21K - $1.66K
|
7.32K
$852K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
21+ 6.58% |
$1.1K - $1.52K
|
340
$39.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
19+ 0.13% |
$1K - $1.37K
|
14.3K
$1.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 9.42% |
$947 - $1.3K
|
209
$24.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 5.2% |
$684 - $938
|
263
$30.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
12New |
$631 - $866
|
12
$1.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10+ 0.04% |
$526 - $722
|
23.8K
$2.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9+ 0.21% |
$473 - $649
|
4.29K
$500K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
7+ 0.64% |
$368 - $505
|
1.1K
$128K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.42% |
$368 - $505
|
1.69K
$196K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 50.0% |
$368 - $505
|
21
$2.45K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7+ 0.26% |
$368 - $505
|
2.71K
$315K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 1.78% |
$316 - $433
|
344
$40.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
5+ 0.08% |
$263 - $361
|
6.13K
$714K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
3+ 0.48% |
$158 - $216
|
630
$73.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3+ 2.38% |
$158 - $216
|
129
$15K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.42% |
$158 - $216
|
718
$83.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.45% |
$105 - $144
|
450
$52.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 66.67% |
$105 - $144
|
5
$583
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.06% |
$105 - $144
|
3.56K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$52.6 - $72.2
|
6.69K
$779K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$52.6 - $72.2
|
2.26K
$263K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.53% |
$52.6 - $72.2
|
188
$21.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.01% |
$52.6 - $72.2
|
12K
$1.4M
|