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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
28.3KNew |
$2.93M - $3.85M
|
28.3K
$1.88M
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-95- 50.0% |
$9.83K - $12.9K
|
95
$6.31K
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
61+ 8.85% |
$6.31K - $8.29K
|
750
$49.8K
|
|
Aug 02, 2024
Q2 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
778+ 39.92% |
$80.5K - $106K
|
2.73K
$181K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.63KNew |
$789K - $1.04M
|
7.63K
$507K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3- 37.5% |
$310 - $408
|
5
$332
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.15KNew |
$532K - $699K
|
5.15K
$342K
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
5.97KNew |
$617K - $811K
|
5.97K
$396K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3+ 16.67% |
$310 - $408
|
21
$1.39K
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
354+ 7.73% |
$36.6K - $48.1K
|
4.93K
$327K
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4- 0.18% |
$414 - $544
|
2.23K
$148K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
276+ 14.89% |
$28.5K - $37.5K
|
2.13K
$141K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-150- 14.52% |
$15.5K - $20.4K
|
883
$58.6K
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
14.5KNew |
$1.5M - $1.98M
|
14.5K
$966K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.2K- 56.3% |
$538K - $707K
|
4.04K
$268K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-615- 13.23% |
$63.6K - $83.6K
|
4.03K
$268K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
306+ 13.33% |
$31.6K - $41.6K
|
2.6K
$173K
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.24K+ 17.17% |
$645K - $848K
|
42.6K
$2.83M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
26New |
$2.69K - $3.53K
|
26
$1.73K
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 9.23% |
$621 - $815
|
71
$4.71K
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-4.16K- 42.95% |
$430K - $565K
|
5.53K
$367K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-210- 6.77% |
$21.7K - $28.5K
|
2.89K
$192K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
29New |
$3K - $3.94K
|
29
$1.93K
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-91- 3.02% |
$9.41K - $12.4K
|
2.92K
$194K
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2New |
$207 - $272
|
2
$133
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
5New |
$517 - $680
|
5
$332
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.15% |
$310 - $408
|
1.99K
$132K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4- 40.0% |
$414 - $544
|
6
$398
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.46K- 3.09% |
$151K - $198K
|
45.7K
$3.04M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 28.21% |
$1.14K - $1.5K
|
28
$1.86K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$283K - $372K
|
2.74K
$182K
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
602+ 0.44% |
$62.3K - $81.8K
|
136K
$9.05M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
45New |
$4.65K - $6.12K
|
45
$2.99K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
77New |
$7.96K - $10.5K
|
77
$5.11K
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
32+ 0.07% |
$3.31K - $4.35K
|
45.7K
$3.04M
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5New |
$517 - $680
|
5
$332
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.09KNew |
$217K - $285K
|
2.09K
$139K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-158- 13.56% |
$16.3K - $21.5K
|
1.01K
$66.9K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
12New |
$1.24K - $1.63K
|
12
$797
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
41+ 19.52% |
$4.24K - $5.57K
|
251
$16.7K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-328- 10.29% |
$33.9K - $44.6K
|
2.86K
$190K
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-29- 0.6% |
$3K - $3.94K
|
4.8K
$319K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
16New |
$1.65K - $2.17K
|
16
$1.06K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-41- 62.12% |
$4.24K - $5.57K
|
25
$1.66K
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
470+ 30.66% |
$48.6K - $63.9K
|
2K
$133K
|
|
Jul 18, 2024
Q2 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-3.01K- 5.62% |
$312K - $409K
|
50.6K
$3.36M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
94+ 391.67% |
$9.72K - $12.8K
|
118
$7.84K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
220New |
$22.8K - $29.9K
|
220
$14.6K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2New |
$207 - $272
|
2
$133
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12New |
$1.24K - $1.63K
|
12
$797
|