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
|
Spire Wealth Management
|
BUY
|
- |
100+ 4.12% |
$6.45K - $7.73K
|
2.53K
$288K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
100+ 7.1% |
$6.45K - $7.73K
|
1.51K
$172K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
97+ 27.17% |
$6.26K - $7.49K
|
454
$51.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
97+ 16.01% |
$6.26K - $7.49K
|
703
$80K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
91New |
$5.87K - $7.03K
|
91
$10.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
90New |
$5.81K - $6.95K
|
90
$10.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
90New |
$5.81K - $6.95K
|
90
$10.2K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
87+ 17.43% |
$5.61K - $6.72K
|
586
$66.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
87+ 17.43% |
$5.61K - $6.72K
|
586
$66.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84+ 12.28% |
$5.42K - $6.49K
|
768
$87.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
83+ 6.85% |
$5.35K - $6.41K
|
1.3K
$147K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
83New |
$5.35K - $6.41K
|
83
$9.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
77+ 21.39% |
$4.97K - $5.95K
|
437
$49.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
75+ 2.49% |
$4.84K - $5.79K
|
3.09K
$351K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
70+ 2.27% |
$4.52K - $5.41K
|
3.16K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
68New |
$4.39K - $5.25K
|
68
$7.74K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
68+ 21.73% |
$4.39K - $5.25K
|
381
$43.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
67+ 0.23% |
$4.32K - $5.18K
|
29.1K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
66New |
$4.26K - $5.1K
|
66
$7.51K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
66+ 1.81% |
$4.26K - $5.1K
|
3.71K
$422K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
66+ 160.98% |
$4.26K - $5.1K
|
107
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
61New |
$3.94K - $4.71K
|
61
$6.94K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
61New |
$3.94K - $4.71K
|
61
$6.94K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
59+ 1.92% |
$3.81K - $4.56K
|
3.14K
$357K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
53New |
$3.42K - $4.09K
|
53
$6.03K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
53+ 67.09% |
$3.42K - $4.09K
|
132
$15K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
53+ 0.81% |
$3.42K - $4.09K
|
6.56K
$747K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
53+ 7.38% |
$3.42K - $4.09K
|
771
$87.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
47+ 1.09% |
$3.03K - $3.63K
|
4.34K
$494K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47New |
$3.03K - $3.63K
|
47
$5.35K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45New |
$2.9K - $3.48K
|
45
$5.12K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
44+ 1.39% |
$2.84K - $3.4K
|
3.21K
$365K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 1.82% |
$2.64K - $3.17K
|
2.3K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
39+ 4.29% |
$2.52K - $3.01K
|
948
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
39New |
$2.52K - $3.01K
|
39
$4.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
39New |
$2.52K - $3.01K
|
39
$4.44K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
38+ 1.09% |
$2.45K - $2.94K
|
3.53K
$401K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
37+ 0.97% |
$2.39K - $2.86K
|
3.85K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
33+ 0.91% |
$2.13K - $2.55K
|
3.64K
$414K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
32+ 4.02% |
$2.06K - $2.47K
|
828
$94.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
28+ 100.0% |
$1.81K - $2.16K
|
56
$6.37K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
25New |
$1.61K - $1.93K
|
25
$2.84K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
24+ 0.17% |
$1.55K - $1.85K
|
14.4K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
22+ 0.08% |
$1.42K - $1.7K
|
27.1K
$3.08M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
21New |
$1.35K - $1.62K
|
21
$2.39K
|
|
|
Jan 30, 2024
Q4 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
21+ 0.51% |
$1.35K - $1.62K
|
4.13K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
19+ 11.38% |
$1.23K - $1.47K
|
186
$21.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
19+ 1.54% |
$1.23K - $1.47K
|
1.25K
$142K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
19New |
$1.23K - $1.47K
|
19
$2.16K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 14.63% |
$1.16K - $1.39K
|
141
$16K
|