Purchases and Sales Made in Q4 2023 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-39- 2.53% |
$2.52K - $3.01K
|
1.51K
$181K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-40- 93.02% |
$2.58K - $3.09K
|
3
$361
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-42- 34.71% |
$2.71K - $3.24K
|
79
$9.5K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-42- 0.57% |
$2.71K - $3.24K
|
7.27K
$875K
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-43- 0.92% |
$2.77K - $3.32K
|
4.65K
$559K
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-43- 0.56% |
$2.77K - $3.32K
|
7.68K
$923K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-46- 0.75% |
$2.97K - $3.55K
|
6.08K
$731K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-49- 9.84% |
$3.16K - $3.79K
|
449
$54K
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-50- 1.0% |
$3.23K - $3.86K
|
4.94K
$594K
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-52- 1.62% |
$3.35K - $4.02K
|
3.17K
$381K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-55- 26.32% |
$3.55K - $4.25K
|
154
$18.5K
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-60- 0.92% |
$3.87K - $4.64K
|
6.46K
$777K
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-61- 8.97% |
$3.94K - $4.71K
|
619
$74.5K
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-61- 1.7% |
$3.94K - $4.71K
|
3.52K
$423K
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-63- 0.36% |
$4.06K - $4.87K
|
17.6K
$2.12M
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-63- 33.87% |
$4.06K - $4.87K
|
123
$14.8K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-67- 2.17% |
$4.32K - $5.18K
|
3.03K
$364K
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-79- 2.39% |
$5.1K - $6.1K
|
3.23K
$388K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-81- 22.5% |
$5.23K - $6.26K
|
279
$33.6K
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-87- 2.5% |
$5.61K - $6.72K
|
3.39K
$408K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-89- 3.29% |
$5.74K - $6.88K
|
2.62K
$315K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-91- 0.52% |
$5.87K - $7.03K
|
17.5K
$2.11M
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-101- 53.72% |
$6.52K - $7.8K
|
87
$10.5K
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-101- 53.72% |
$6.52K - $7.8K
|
87
$10.5K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-108- 33.64% |
$6.97K - $8.34K
|
213
$25.6K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-121- 5.72% |
$7.81K - $9.35K
|
2K
$240K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-122- 1.76% |
$7.87K - $9.43K
|
6.8K
$818K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-136- 6.24% |
$8.77K - $10.5K
|
2.05K
$246K
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-142- 3.11% |
$9.16K - $11K
|
4.42K
$532K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-143- 24.44% |
$9.22K - $11K
|
442
$53.2K
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-158- 2.57% |
$10.2K - $12.2K
|
5.99K
$720K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-183- 25.42% |
$11.8K - $14.1K
|
537
$64.6K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-185- 12.11% |
$11.9K - $14.3K
|
1.34K
$162K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-202- 2.28% |
$13K - $15.6K
|
8.67K
$1.04M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-202- 4.99% |
$13K - $15.6K
|
3.85K
$463K
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-211- 4.13% |
$13.6K - $16.3K
|
4.9K
$589K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-223- 4.92% |
$14.4K - $17.2K
|
4.31K
$518K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-223- 2.72% |
$14.4K - $17.2K
|
7.99K
$960K
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-224- 73.44% |
$14.5K - $17.3K
|
81
$9.74K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-225- 92.21% |
$14.5K - $17.4K
|
19
$2.29K
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
SELL
|
- |
-226- 6.85% |
$14.6K - $17.5K
|
3.07K
$370K
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-231- 6.75% |
$14.9K - $17.8K
|
3.19K
$384K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-232- 2.06% |
$15K - $17.9K
|
11K
$1.33M
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-251- 3.54% |
$16.2K - $19.4K
|
6.84K
$822K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-252- 7.61% |
$16.3K - $19.5K
|
3.06K
$368K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-254- 7.77% |
$16.4K - $19.6K
|
3.02K
$363K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-270- 2.39% |
$17.4K - $20.9K
|
11K
$1.33M
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-298- 4.57% |
$19.2K - $23K
|
6.22K
$748K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-301- 3.0% |
$19.4K - $23.3K
|
9.75K
$1.17M
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-341- 1.86% |
$22K - $26.3K
|
18K
$2.17M
|