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 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
194+ 23.95% |
$21.7K - $28K
|
1K
$102K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
190+ 1000.0% |
$21.3K - $27.4K
|
209
$21.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
134+ 3.35% |
$15K - $19.3K
|
4.13K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
133+ 0.6% |
$14.9K - $19.2K
|
22.2K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
124+ 0.36% |
$13.9K - $17.9K
|
34.2K
$3.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
120New |
$13.4K - $17.3K
|
120
$12.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
119+ 4.57% |
$13.3K - $17.2K
|
2.72K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
111+ 47.44% |
$12.4K - $16K
|
345
$35.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
111+ 54.68% |
$12.4K - $16K
|
314
$31.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
111+ 300.0% |
$12.4K - $16K
|
148
$15K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
105+ 8.85% |
$11.8K - $15.1K
|
1.29K
$131K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
104+ 3.26% |
$11.6K - $15K
|
3.29K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 7.7% |
$11.2K - $14.4K
|
1.4K
$142K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
98+ 3.1% |
$11K - $14.1K
|
3.26K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
96+ 18.68% |
$10.7K - $13.8K
|
610
$62K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
95+ 3.34% |
$10.6K - $13.7K
|
2.94K
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
91+ 1.71% |
$10.2K - $13.1K
|
5.41K
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
86+ 5.8% |
$9.63K - $12.4K
|
1.57K
$159K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
86+ 0.61% |
$9.63K - $12.4K
|
14.2K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
85+ 2.18% |
$9.52K - $12.3K
|
3.99K
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
80+ 3.31% |
$8.96K - $11.5K
|
2.5K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
75New |
$8.4K - $10.8K
|
75
$7.63K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
75+ 3.61% |
$8.4K - $10.8K
|
2.15K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
74+ 2.65% |
$8.29K - $10.7K
|
2.86K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
74+ 2.98% |
$8.29K - $10.7K
|
2.56K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
74+ 25.52% |
$8.29K - $10.7K
|
364
$37K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$7.95K - $10.2K
|
71
$7.22K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
70+ 4.7% |
$7.84K - $10.1K
|
1.56K
$159K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
69+ 18.55% |
$7.73K - $9.95K
|
441
$44.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
59+ 12.24% |
$6.61K - $8.51K
|
541
$55K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
53+ 22.65% |
$5.93K - $7.64K
|
287
$29.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
52New |
$5.82K - $7.5K
|
52
$5.29K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
49+ 1.47% |
$5.49K - $7.07K
|
3.39K
$345K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47+ 156.67% |
$5.26K - $6.78K
|
77
$7.83K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
46+ 158.62% |
$5.15K - $6.63K
|
75
$7.63K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
45+ 180.0% |
$5.04K - $6.49K
|
70
$7.12K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
44+ 2.43% |
$4.93K - $6.35K
|
1.85K
$188K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
42New |
$4.7K - $6.06K
|
42
$4.27K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 0.57% |
$4.48K - $5.77K
|
7.01K
$713K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
36New |
$4.03K - $5.19K
|
36
$3.66K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
35+ 97.22% |
$3.92K - $5.05K
|
71
$7.22K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
34+ 1.38% |
$3.81K - $4.9K
|
2.49K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34+ 0.84% |
$3.81K - $4.9K
|
4.11K
$417K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
33+ 1.12% |
$3.69K - $4.76K
|
2.98K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 0.76% |
$3.36K - $4.33K
|
3.95K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
29New |
$3.25K - $4.18K
|
29
$2.95K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
28New |
$3.13K - $4.04K
|
28
$2.85K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
25New |
$2.8K - $3.61K
|
25
$2.54K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24+ 64.86% |
$2.69K - $3.46K
|
61
$6.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
21+ 0.21% |
$2.35K - $3.03K
|
10.1K
$1.03M
|