Purchases and Sales Made in Q4 2024 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q4 2024. 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 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
98+ 3.1% |
$11K - $14.1K
|
3.26K
$412K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
96+ 18.68% |
$10.7K - $13.8K
|
610
$77.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
96New |
$10.7K - $13.8K
|
96
$12.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
96New |
$10.7K - $13.8K
|
96
$12.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
95+ 3.34% |
$10.6K - $13.7K
|
2.94K
$372K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
92New |
$10.3K - $13.3K
|
92
$11.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
91+ 1.71% |
$10.2K - $13.1K
|
5.41K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
86+ 0.61% |
$9.63K - $12.4K
|
14.2K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
86+ 5.8% |
$9.63K - $12.4K
|
1.57K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
85+ 2.18% |
$9.52K - $12.3K
|
3.99K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
85New |
$9.52K - $12.3K
|
85
$10.8K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
80+ 3.31% |
$8.96K - $11.5K
|
2.5K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
80New |
$8.96K - $11.5K
|
80
$10.1K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
78New |
$8.73K - $11.2K
|
78
$9.88K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
75New |
$8.4K - $10.8K
|
75
$9.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
75+ 3.61% |
$8.4K - $10.8K
|
2.15K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
75+ 1.01% |
$8.4K - $10.8K
|
7.53K
$954K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
75+ 15.59% |
$8.4K - $10.8K
|
556
$70.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
74+ 2.98% |
$8.29K - $10.7K
|
2.56K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
74+ 25.52% |
$8.29K - $10.7K
|
364
$46.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
74+ 2.65% |
$8.29K - $10.7K
|
2.86K
$362K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$7.95K - $10.2K
|
71
$8.99K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
70+ 4.7% |
$7.84K - $10.1K
|
1.56K
$198K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
69+ 18.55% |
$7.73K - $9.95K
|
441
$55.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
69New |
$7.73K - $9.95K
|
69
$8.74K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
67+ 15.47% |
$7.5K - $9.66K
|
500
$63.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
64+ 31.37% |
$7.17K - $9.23K
|
268
$33.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
60+ 5.27% |
$6.72K - $8.65K
|
1.2K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 24.0% |
$6.72K - $8.65K
|
310
$39.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
59+ 12.24% |
$6.61K - $8.51K
|
541
$68.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
59New |
$6.61K - $8.51K
|
59
$7.47K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
56+ 1.31% |
$6.27K - $8.08K
|
4.34K
$549K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
53+ 22.65% |
$5.93K - $7.64K
|
287
$36.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
52New |
$5.82K - $7.5K
|
52
$6.58K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
49+ 1.47% |
$5.49K - $7.07K
|
3.39K
$429K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47+ 156.67% |
$5.26K - $6.78K
|
77
$9.75K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
46+ 158.62% |
$5.15K - $6.63K
|
75
$9.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
46+ 0.7% |
$5.15K - $6.63K
|
6.65K
$841K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
45+ 180.0% |
$5.04K - $6.49K
|
70
$8.86K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
44+ 2.43% |
$4.93K - $6.35K
|
1.85K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 0.77% |
$4.93K - $6.35K
|
5.73K
$726K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
42New |
$4.7K - $6.06K
|
42
$5.32K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 0.57% |
$4.48K - $5.77K
|
7.01K
$888K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
39New |
$4.37K - $5.62K
|
39
$4.94K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38+ 200.0% |
$4.25K - $5.48K
|
57
$7.22K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
36New |
$4.03K - $5.19K
|
36
$4.56K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
36+ 1.95% |
$4.03K - $5.19K
|
1.88K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
36New |
$4.03K - $5.19K
|
36
$4.56K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
35+ 97.22% |
$3.92K - $5.05K
|
71
$8.99K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
34+ 1.38% |
$3.81K - $4.9K
|
2.49K
$315K
|