Purchases and Sales Made in Q4 2022 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
113+ 1.77% |
$3.81K - $5.08K
|
6.5K
$856K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
111New |
$3.74K - $4.99K
|
111
$14.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
105New |
$3.54K - $4.72K
|
105
$13.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
103+ 24.35% |
$3.47K - $4.63K
|
526
$69.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
100+ 6.14% |
$3.37K - $4.49K
|
1.73K
$228K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 2.78% |
$2.86K - $3.82K
|
3.15K
$414K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
83+ 65.35% |
$2.8K - $3.73K
|
210
$27.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
80New |
$2.7K - $3.59K
|
80
$10.5K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
71+ 78.02% |
$2.39K - $3.19K
|
162
$21.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66+ 14.54% |
$2.22K - $2.96K
|
520
$68.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
62+ 27.93% |
$2.09K - $2.79K
|
284
$37.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
51+ 21.52% |
$1.72K - $2.29K
|
288
$37.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
49New |
$1.65K - $2.2K
|
49
$6.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47+ 204.35% |
$1.58K - $2.11K
|
70
$9.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
47+ 0.03% |
$1.58K - $2.11K
|
146K
$19.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
45+ 0.67% |
$1.52K - $2.02K
|
6.76K
$889K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
44+ 3.2% |
$1.48K - $1.98K
|
1.42K
$187K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
41New |
$1.38K - $1.84K
|
41
$5.4K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
39New |
$1.31K - $1.75K
|
39
$5.13K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
39New |
$1.31K - $1.75K
|
39
$5.13K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
37+ 0.16% |
$1.25K - $1.66K
|
23.3K
$3.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
37+ 1.18% |
$1.25K - $1.66K
|
3.18K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
37New |
$1.25K - $1.66K
|
37
$4.87K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
33New |
$1.11K - $1.48K
|
33
$4.34K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
31New |
$1.04K - $1.39K
|
31
$4.08K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
31+ 0.15% |
$1.04K - $1.39K
|
21.3K
$2.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
30New |
$1.01K - $1.35K
|
30
$3.95K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
23New |
$775 - $1.03K
|
23
$3.03K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
22New |
$741 - $988
|
22
$2.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
22New |
$741 - $988
|
22
$2.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
21+ 161.54% |
$707 - $943
|
34
$4.48K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20+ 26.32% |
$674 - $898
|
96
$12.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
19New |
$640 - $853
|
19
$2.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
19New |
$640 - $853
|
19
$2.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 78.95% |
$505 - $674
|
34
$4.48K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 18.18% |
$472 - $629
|
91
$12K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
13+ 1.17% |
$438 - $584
|
1.12K
$148K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12New |
$404 - $539
|
12
$1.58K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 69.23% |
$303 - $404
|
22
$2.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9+ 0.85% |
$303 - $404
|
1.07K
$141K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
8New |
$270 - $359
|
8
$1.05K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 8.57% |
$202 - $270
|
76
$10K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 7.59% |
$202 - $270
|
85
$11.2K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$168 - $225
|
5
$658
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 0.91% |
$135 - $180
|
445
$58.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.81% |
$135 - $180
|
496
$65.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4+ 3.6% |
$135 - $180
|
115
$15.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$135 - $180
|
4
$527
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.57% |
$135 - $180
|
706
$92.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.95% |
$135 - $180
|
427
$56.2K
|