Latest Institutional Transactions on Dollar Tree, Inc. (DLTR)
This table provides information on the latest institutional transactions involving Dollar Tree, Inc. (DLTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 1.09% |
$1.02K - $1.72K
|
1.45K
$96.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
871+ 20.06% |
$55.4K - $93.5K
|
5.21K
$346K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-16- 55.17% |
$1.02K - $1.72K
|
13
$863
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.45K- 1.34% |
$92.3K - $156K
|
107K
$7.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-386- 73.95% |
$24.5K - $41.4K
|
136
$9.03K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.21K+ 82.36% |
$77.2K - $130K
|
2.69K
$178K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-85- 29.31% |
$5.4K - $9.13K
|
205
$13.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.36% |
$254 - $429
|
1.11K
$73.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-72- 29.03% |
$4.58K - $7.73K
|
176
$11.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.02K+ 50.82% |
$192K - $325K
|
8.97K
$596K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.28K- 30.76% |
$81.5K - $138K
|
2.89K
$192K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
559+ 2.32% |
$35.5K - $60K
|
24.7K
$1.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.4K+ 448.72% |
$89K - $150K
|
1.71K
$114K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-233- 95.1% |
$14.8K - $25K
|
12
$797
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-294- 5.2% |
$18.7K - $31.6K
|
5.36K
$356K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.1KNew |
$197K - $333K
|
3.1K
$206K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 2.08% |
$572 - $966
|
424
$28.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.55K+ 62.59% |
$98.5K - $166K
|
4.02K
$267K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 66.67% |
$12.7K - $21.5K
|
100
$6.64K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.17K- 8.34% |
$74.3K - $126K
|
12.8K
$853K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
2.54K+ 46.21% |
$162K - $273K
|
8.04K
$534K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-840- 3.91% |
$53.4K - $90.2K
|
20.6K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
172+ 860.0% |
$10.9K - $18.5K
|
192
$12.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.51K+ 40.63% |
$96K - $162K
|
5.23K
$347K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$63.6 - $107
|
1
$66.4
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
660+ 80.29% |
$41.9K - $70.9K
|
1.48K
$98.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.05K- 63.71% |
$448K - $757K
|
4.01K
$267K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.17K- 33.19% |
$74.6K - $126K
|
2.36K
$157K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 12.5% |
$127 - $215
|
18
$1.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
50+ 100.0% |
$3.18K - $5.37K
|
100
$6.64K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
45New |
$2.86K - $4.83K
|
45
$2.99K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
77+ 14.39% |
$4.89K - $8.27K
|
612
$40.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.06K+ 20.27% |
$67.1K - $113K
|
6.26K
$416K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
7.6KNew |
$483K - $816K
|
7.6K
$505K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-219- 77.94% |
$13.9K - $23.5K
|
62
$4.12K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-95- 0.15% |
$6.04K - $10.2K
|
63.5K
$4.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-38- 38.78% |
$2.42K - $4.08K
|
60
$3.98K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-684- 76.94% |
$43.5K - $73.4K
|
205
$13.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-655- 21.99% |
$41.6K - $70.3K
|
2.32K
$154K
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.67K+ 4.23% |
$106K - $179K
|
41.2K
$2.73M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
461K+ 1672.86% |
$29.3M - $49.4M
|
488K
$32.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.45K+ 9.64% |
$92K - $155K
|
16.5K
$1.09M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-377- 62.11% |
$24K - $40.5K
|
230
$15.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-2.82K- 39.22% |
$179K - $303K
|
4.38K
$291K
|
|
| Q2 2024 | |||||||
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-20- 0.92% |
$2.07K - $2.72K
|
2.15K
$143K
|
|
|
Aug 15, 2024
Q2 2024
|
Oakview Capital Management, L.P.
Dallas, TX |
SELL
|
- |
-35K- 57.7% |
$3.62M - $4.75M
|
25.6K
$1.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15+ 25.0% |
$1.55K - $2.04K
|
75
$4.98K
|
|
|
Aug 14, 2024
Q2 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
21.2KNew |
$2.2M - $2.89M
|
21.2K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$252K - $331K
|
2.44K
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
7.76K+ 18.17% |
$802K - $1.05M
|
50.4K
$3.35M
|
|