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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.39KNew |
$283K - $339K
|
4.39K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.3KNew |
$278K - $332K
|
4.3K
$420K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.27KNew |
$276K - $330K
|
4.27K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.23K+ 77.28% |
$273K - $327K
|
9.7K
$946K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.2KNew |
$271K - $325K
|
4.2K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.09KNew |
$264K - $316K
|
4.09K
$399K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.07K+ 13.53% |
$263K - $315K
|
34.2K
$3.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
4.03KNew |
$260K - $311K
|
4.03K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.02K+ 7.96% |
$260K - $311K
|
54.5K
$5.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
3.86KNew |
$249K - $298K
|
3.86K
$377K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.75KNew |
$242K - $290K
|
3.75K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.71KNew |
$239K - $287K
|
3.71K
$362K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.71K+ 23.7% |
$239K - $286K
|
19.3K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.61KNew |
$233K - $279K
|
3.61K
$353K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.59KNew |
$232K - $278K
|
3.59K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3.53KNew |
$227K - $272K
|
3.53K
$344K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.47KNew |
$224K - $268K
|
3.47K
$338K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.45K+ 76.15% |
$223K - $267K
|
7.98K
$779K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.37K+ 19.36% |
$217K - $260K
|
20.8K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
3.34K+ 0.38% |
$216K - $258K
|
889K
$86.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.31KNew |
$213K - $256K
|
3.31K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.29KNew |
$212K - $254K
|
3.29K
$321K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.23KNew |
$208K - $250K
|
3.23K
$315K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
3.23KNew |
$208K - $249K
|
3.23K
$315K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
3.16K+ 11.63% |
$204K - $244K
|
30.3K
$2.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.11KNew |
$201K - $240K
|
3.11K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.1KNew |
$200K - $240K
|
3.1K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.1KNew |
$200K - $240K
|
3.1K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.07K+ 2.25% |
$198K - $237K
|
139K
$13.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.03KNew |
$195K - $234K
|
3.03K
$295K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
2.99K+ 8.33% |
$193K - $231K
|
38.9K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.96KNew |
$191K - $229K
|
2.96K
$289K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.95KNew |
$190K - $228K
|
2.95K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.86KNew |
$184K - $221K
|
2.86K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.85KNew |
$184K - $220K
|
2.85K
$278K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.81KNew |
$181K - $217K
|
2.81K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.78KNew |
$180K - $215K
|
2.78K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2.78KNew |
$179K - $215K
|
2.78K
$271K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.78KNew |
$179K - $214K
|
2.78K
$271K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.75KNew |
$177K - $213K
|
2.75K
$268K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
2.75KNew |
$177K - $212K
|
2.75K
$268K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.72KNew |
$176K - $210K
|
2.72K
$266K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.71K+ 2535.51% |
$175K - $210K
|
2.82K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
2.7KNew |
$174K - $209K
|
2.7K
$263K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.7KNew |
$174K - $208K
|
2.7K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.7KNew |
$174K - $208K
|
2.7K
$263K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$174K - $208K
|
2.7K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.67KNew |
$172K - $206K
|
2.67K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.64KNew |
$170K - $204K
|
2.64K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.64KNew |
$170K - $204K
|
2.64K
$257K
|