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 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
477+ 2.71% |
$53.4K - $68.8K
|
18.1K
$2.06M
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
425+ 2.85% |
$47.6K - $61.3K
|
15.3K
$1.75M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
385+ 12.4% |
$43.1K - $55.5K
|
3.49K
$397K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
341+ 2.78% |
$38.2K - $49.2K
|
12.6K
$1.43M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
315+ 181.03% |
$35.3K - $45.4K
|
489
$55.6K
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
311+ 2.17% |
$34.8K - $44.8K
|
14.6K
$1.66M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
310+ 92.54% |
$34.7K - $44.7K
|
645
$73.4K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
303+ 2.55% |
$33.9K - $43.7K
|
12.2K
$1.39M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
298+ 10.86% |
$33.4K - $43K
|
3.04K
$346K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
275+ 171.88% |
$30.8K - $39.7K
|
435
$49.5K
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
265+ 12.29% |
$29.7K - $38.2K
|
2.42K
$275K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
262+ 12.56% |
$29.3K - $37.8K
|
2.35K
$267K
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
243+ 0.77% |
$27.2K - $35K
|
31.7K
$3.61M
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
241+ 1.56% |
$27K - $34.8K
|
15.7K
$1.78M
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
227+ 2.3% |
$25.4K - $32.7K
|
10.1K
$1.15M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
216+ 2.71% |
$24.2K - $31.1K
|
8.19K
$932K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
194+ 23.95% |
$21.7K - $28K
|
1K
$114K
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
190+ 1000.0% |
$21.3K - $27.4K
|
209
$23.8K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
134+ 3.35% |
$15K - $19.3K
|
4.13K
$470K
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
124+ 0.36% |
$13.9K - $17.9K
|
34.2K
$3.88M
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
120New |
$13.4K - $17.3K
|
120
$13.6K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
111+ 54.68% |
$12.4K - $16K
|
314
$35.7K
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
111+ 300.0% |
$12.4K - $16K
|
148
$16.8K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
105+ 8.85% |
$11.8K - $15.1K
|
1.29K
$147K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
104+ 3.26% |
$11.6K - $15K
|
3.29K
$374K
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
98+ 3.1% |
$11K - $14.1K
|
3.26K
$370K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
96+ 18.68% |
$10.7K - $13.8K
|
610
$69.4K
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
95+ 3.34% |
$10.6K - $13.7K
|
2.94K
$334K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
91+ 1.71% |
$10.2K - $13.1K
|
5.41K
$615K
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
86+ 0.61% |
$9.63K - $12.4K
|
14.2K
$1.61M
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
86+ 5.8% |
$9.63K - $12.4K
|
1.57K
$178K
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
85+ 2.18% |
$9.52K - $12.3K
|
3.99K
$454K
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
80+ 3.31% |
$8.96K - $11.5K
|
2.5K
$284K
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
75New |
$8.4K - $10.8K
|
75
$8.53K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
74+ 2.98% |
$8.29K - $10.7K
|
2.56K
$291K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
74+ 25.52% |
$8.29K - $10.7K
|
364
$41.4K
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$7.95K - $10.2K
|
71
$8.07K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
70+ 4.7% |
$7.84K - $10.1K
|
1.56K
$177K
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
59+ 12.24% |
$6.61K - $8.51K
|
541
$61.5K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
53+ 22.65% |
$5.93K - $7.64K
|
287
$32.6K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
52New |
$5.82K - $7.5K
|
52
$5.91K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
49+ 1.47% |
$5.49K - $7.07K
|
3.39K
$386K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47+ 156.67% |
$5.26K - $6.78K
|
77
$8.76K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
46+ 158.62% |
$5.15K - $6.63K
|
75
$8.53K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
44+ 2.43% |
$4.93K - $6.35K
|
1.85K
$211K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
42New |
$4.7K - $6.06K
|
42
$4.78K
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 0.57% |
$4.48K - $5.77K
|
7.01K
$797K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
36New |
$4.03K - $5.19K
|
36
$4.09K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
35+ 97.22% |
$3.92K - $5.05K
|
71
$8.07K
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
34+ 1.38% |
$3.81K - $4.9K
|
2.49K
$283K
|