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 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.02K+ 2.12% |
$114K - $146K
|
48.9K
$4.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 12.31% |
$113K - $145K
|
9.17K
$932K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
975+ 15.69% |
$109K - $141K
|
7.19K
$731K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
970New |
$109K - $140K
|
970
$98.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
938+ 8.67% |
$105K - $135K
|
11.8K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
901+ 42.7% |
$101K - $130K
|
3.01K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
BUY
|
- |
883+ 4.87% |
$98.9K - $127K
|
19K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
865+ 15.2% |
$96.8K - $125K
|
6.56K
$667K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
816+ 8.85% |
$91.4K - $118K
|
10K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
800New |
$89.6K - $115K
|
800
$81.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
788+ 2.34% |
$88.2K - $114K
|
34.4K
$3.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
728+ 14.12% |
$81.5K - $105K
|
5.88K
$598K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
719+ 33.15% |
$80.5K - $104K
|
2.89K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
716+ 13.09% |
$80.2K - $103K
|
6.19K
$629K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
716+ 7.81% |
$80.2K - $103K
|
9.88K
$1M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
709New |
$79.4K - $102K
|
709
$72.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
675+ 3.77% |
$75.6K - $97.3K
|
18.6K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
668+ 47.41% |
$74.8K - $96.3K
|
2.08K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
653+ 17.48% |
$73.1K - $94.2K
|
4.39K
$446K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
579+ 17.5% |
$64.8K - $83.5K
|
3.89K
$395K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
561+ 1.07% |
$62.8K - $80.9K
|
53K
$5.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
545+ 0.56% |
$61K - $78.6K
|
98.4K
$10M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
527+ 1.51% |
$59K - $76K
|
35.3K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
508+ 62.79% |
$56.9K - $73.3K
|
1.32K
$134K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
477+ 2.71% |
$53.4K - $68.8K
|
18.1K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
448+ 23.36% |
$50.2K - $64.6K
|
2.37K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
425+ 2.85% |
$47.6K - $61.3K
|
15.3K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
425+ 24.47% |
$47.6K - $61.3K
|
2.16K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
416New |
$46.6K - $60K
|
416
$42.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
385+ 12.4% |
$43.1K - $55.5K
|
3.49K
$355K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
341+ 2.78% |
$38.2K - $49.2K
|
12.6K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
322New |
$36.1K - $46.4K
|
322
$32.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
320+ 1.59% |
$35.8K - $46.1K
|
20.5K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
315+ 181.03% |
$35.3K - $45.4K
|
489
$49.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
311+ 2.17% |
$34.8K - $44.8K
|
14.6K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
310+ 92.54% |
$34.7K - $44.7K
|
645
$65.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
303+ 2.55% |
$33.9K - $43.7K
|
12.2K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 1.85% |
$33.6K - $43.3K
|
16.5K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
298+ 10.86% |
$33.4K - $43K
|
3.04K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
281+ 10.52% |
$31.5K - $40.5K
|
2.95K
$300K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
275+ 171.88% |
$30.8K - $39.7K
|
435
$44.2K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
265+ 12.29% |
$29.7K - $38.2K
|
2.42K
$246K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
262+ 12.56% |
$29.3K - $37.8K
|
2.35K
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
256+ 6.88% |
$28.7K - $36.9K
|
3.98K
$404K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
243+ 0.77% |
$27.2K - $35K
|
31.7K
$3.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
241+ 1.56% |
$27K - $34.8K
|
15.7K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
227+ 2.3% |
$25.4K - $32.7K
|
10.1K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
221+ 204.63% |
$24.7K - $31.9K
|
329
$33.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
216+ 2.71% |
$24.2K - $31.1K
|
8.19K
$833K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
205+ 7.03% |
$23K - $29.6K
|
3.12K
$317K
|