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 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8+ 0.23% |
$896 - $1.15K
|
3.41K
$363K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8+ 53.33% |
$896 - $1.15K
|
23
$2.45K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8New |
$896 - $1.15K
|
8
$851
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 2.19% |
$896 - $1.15K
|
373
$39.7K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7+ 0.17% |
$784 - $1.01K
|
4.12K
$438K
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 0.3% |
$784 - $1.01K
|
2.35K
$250K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 0.17% |
$560 - $721
|
2.9K
$309K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$560 - $721
|
5
$532
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 9.76% |
$448 - $577
|
45
$4.79K
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 100.0% |
$448 - $577
|
8
$851
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4New |
$448 - $577
|
4
$425
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3New |
$336 - $433
|
3
$319
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3+ 42.86% |
$336 - $433
|
10
$1.06K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
3New |
$336 - $433
|
3
$319
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.86% |
$336 - $433
|
350
$37.2K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 10.53% |
$224 - $288
|
21
$2.23K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 0.52% |
$224 - $288
|
385
$41K
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2+ 0.07% |
$224 - $288
|
2.93K
$312K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.35% |
$112 - $144
|
288
$30.6K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.13% |
$112 - $144
|
33
$3.51K
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1+ 0.02% |
$112 - $144
|
6.55K
$697K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.08% |
$112 - $144
|
1.22K
$130K
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.23% |
$112 - $144
|
434
$46.2K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3- 2.03% |
$336 - $433
|
145
$15.4K
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-5- 0.04% |
$560 - $721
|
13.6K
$1.45M
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-6- 0.04% |
$672 - $865
|
16.9K
$1.8M
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 1.88% |
$672 - $865
|
314
$33.4K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8- 2.45% |
$896 - $1.15K
|
319
$33.9K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-9- 0.31% |
$1.01K - $1.3K
|
2.86K
$304K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-10- 9.52% |
$1.12K - $1.44K
|
95
$10.1K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-10- 9.09% |
$1.12K - $1.44K
|
100
$10.6K
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-12- 23.53% |
$1.34K - $1.73K
|
39
$4.15K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-12- 0.37% |
$1.34K - $1.73K
|
3.22K
$342K
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-13- 0.6% |
$1.46K - $1.87K
|
2.15K
$229K
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-13- 0.13% |
$1.46K - $1.87K
|
10.1K
$1.07M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15- 0.55% |
$1.68K - $2.16K
|
2.7K
$287K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-17- 2.56% |
$1.9K - $2.45K
|
646
$68.7K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19- 1.03% |
$2.13K - $2.74K
|
1.82K
$193K
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-22- 0.62% |
$2.46K - $3.17K
|
3.54K
$376K
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-25- 0.69% |
$2.8K - $3.61K
|
3.59K
$382K
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-28- 1.34% |
$3.13K - $4.04K
|
2.06K
$219K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-39- 25.66% |
$4.37K - $5.62K
|
113
$12K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-41- 78.85% |
$4.59K - $5.91K
|
11
$1.17K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-44- 1.3% |
$4.93K - $6.35K
|
3.35K
$356K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-48- 3.09% |
$5.37K - $6.92K
|
1.51K
$160K
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-55- 2.55% |
$6.16K - $7.93K
|
2.1K
$224K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-65- 3.6% |
$7.28K - $9.37K
|
1.74K
$185K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-76- 0.74% |
$8.51K - $11K
|
10.2K
$1.09M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-77- 1.92% |
$8.62K - $11.1K
|
3.93K
$418K
|