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 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
19+ 23.75% |
$2.13K - $2.74K
|
99
$9.46K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17New |
$1.9K - $2.45K
|
17
$1.62K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
17+ 242.86% |
$1.9K - $2.45K
|
24
$2.29K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16+ 10.0% |
$1.79K - $2.31K
|
176
$16.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15+ 3.01% |
$1.68K - $2.16K
|
514
$49.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
12+ 2.59% |
$1.34K - $1.73K
|
475
$45.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
11New |
$1.23K - $1.59K
|
11
$1.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.22% |
$1.12K - $1.44K
|
4.64K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
10New |
$1.12K - $1.44K
|
10
$956
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10+ 0.5% |
$1.12K - $1.44K
|
2.02K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10+ 0.04% |
$1.12K - $1.44K
|
27.3K
$2.61M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
10+ 0.33% |
$1.12K - $1.44K
|
3.02K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
9+ 0.02% |
$1.01K - $1.3K
|
49.9K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
9New |
$1.01K - $1.3K
|
9
$860
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.36% |
$1.01K - $1.3K
|
2.5K
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8+ 53.33% |
$896 - $1.15K
|
23
$2.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8New |
$896 - $1.15K
|
8
$764
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 2.19% |
$896 - $1.15K
|
373
$35.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8+ 0.23% |
$896 - $1.15K
|
3.41K
$326K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 4.79% |
$896 - $1.15K
|
175
$16.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8New |
$896 - $1.15K
|
8
$764
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8+ 0.04% |
$896 - $1.15K
|
21.6K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 0.3% |
$784 - $1.01K
|
2.35K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7+ 0.17% |
$784 - $1.01K
|
4.12K
$393K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 0.17% |
$560 - $721
|
2.9K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$560 - $721
|
5
$478
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4New |
$448 - $577
|
4
$382
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 9.76% |
$448 - $577
|
45
$4.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 100.0% |
$448 - $577
|
8
$764
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4+ 0.36% |
$448 - $577
|
1.11K
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 1.37% |
$448 - $577
|
297
$28.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3+ 42.86% |
$336 - $433
|
10
$956
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.86% |
$336 - $433
|
350
$33.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
3New |
$336 - $433
|
3
$287
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3New |
$336 - $433
|
3
$287
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 10.53% |
$224 - $288
|
21
$2.01K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2+ 0.07% |
$224 - $288
|
2.93K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 0.52% |
$224 - $288
|
385
$36.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.72% |
$224 - $288
|
281
$26.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.13% |
$112 - $144
|
33
$3.15K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.08% |
$112 - $144
|
1.22K
$117K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.35% |
$112 - $144
|
288
$27.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1+ 0.02% |
$112 - $144
|
6.55K
$626K
|
|
|
Feb 12, 2025
Q4 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$112 - $144
|
1
$95.6
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.23% |
$112 - $144
|
434
$41.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3- 2.03% |
$336 - $433
|
145
$13.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3- 0.83% |
$336 - $433
|
360
$34.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-5- 0.04% |
$560 - $721
|
13.6K
$1.3M
|