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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 9.76% |
$448 - $577
|
45
$5.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 100.0% |
$448 - $577
|
8
$1.01K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4+ 0.36% |
$448 - $577
|
1.11K
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 1.37% |
$448 - $577
|
297
$37.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3+ 42.86% |
$336 - $433
|
10
$1.27K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.86% |
$336 - $433
|
350
$44.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
3New |
$336 - $433
|
3
$380
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3New |
$336 - $433
|
3
$380
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 10.53% |
$224 - $288
|
21
$2.66K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2+ 0.07% |
$224 - $288
|
2.93K
$371K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 0.52% |
$224 - $288
|
385
$48.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.72% |
$224 - $288
|
281
$35.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.13% |
$112 - $144
|
33
$4.18K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.08% |
$112 - $144
|
1.22K
$155K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.35% |
$112 - $144
|
288
$36.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1+ 0.02% |
$112 - $144
|
6.55K
$829K
|
|
|
Feb 12, 2025
Q4 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$112 - $144
|
1
$127
|
|
|
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
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.23% |
$112 - $144
|
434
$55K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3- 2.03% |
$336 - $433
|
145
$18.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3- 0.83% |
$336 - $433
|
360
$45.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-5- 0.04% |
$560 - $721
|
13.6K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-6- 0.04% |
$672 - $865
|
16.9K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 1.88% |
$672 - $865
|
314
$39.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8- 2.45% |
$896 - $1.15K
|
319
$40.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8- 4.04% |
$896 - $1.15K
|
190
$24.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-9- 0.31% |
$1.01K - $1.3K
|
2.86K
$362K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-9- 0.3% |
$1.01K - $1.3K
|
2.97K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-10- 9.09% |
$1.12K - $1.44K
|
100
$12.7K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-10- 9.52% |
$1.12K - $1.44K
|
95
$12K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-12- 0.37% |
$1.34K - $1.73K
|
3.22K
$408K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-12- 23.53% |
$1.34K - $1.73K
|
39
$4.94K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-13- 0.6% |
$1.46K - $1.87K
|
2.15K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-13- 0.13% |
$1.46K - $1.87K
|
10.1K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15- 0.55% |
$1.68K - $2.16K
|
2.7K
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-17- 2.56% |
$1.9K - $2.45K
|
646
$81.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19- 1.03% |
$2.13K - $2.74K
|
1.82K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-22- 0.62% |
$2.46K - $3.17K
|
3.54K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-25- 0.69% |
$2.8K - $3.61K
|
3.59K
$454K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-28- 1.34% |
$3.13K - $4.04K
|
2.06K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-29- 11.03% |
$3.25K - $4.18K
|
234
$29.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-32- 2.63% |
$3.58K - $4.61K
|
1.18K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-37- 4.17% |
$4.14K - $5.34K
|
850
$108K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-39- 25.66% |
$4.37K - $5.62K
|
113
$14.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-39- 16.32% |
$4.37K - $5.62K
|
200
$25.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-40- 9.09% |
$4.48K - $5.77K
|
400
$50.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-41- 78.85% |
$4.59K - $5.91K
|
11
$1.39K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-44- 1.3% |
$4.93K - $6.35K
|
3.35K
$424K
|