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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Mantle Ridge LP
New York, NY |
BUY
|
- |
739K+ 6.5% |
$92.5M - $111M
|
12.1M
$804M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 16.62% |
$140K - $168K
|
7.84K
$520K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.76K+ 119.7% |
$221K - $264K
|
3.23K
$215K
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.58K+ 39550.0% |
$198K - $237K
|
1.59K
$105K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-1.92K- 25.02% |
$240K - $288K
|
5.76K
$382K
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
167+ 5.85% |
$20.9K - $25.1K
|
3.02K
$201K
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.08KNew |
$260K - $312K
|
2.08K
$138K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.84K+ 54.5% |
$230K - $275K
|
5.21K
$346K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 57.69% |
$18.8K - $22.5K
|
110
$7.3K
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.17KNew |
$397K - $475K
|
3.17K
$210K
|
|
May 13, 2024
Q1 2024
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-19.5K- 89.76% |
$2.45M - $2.93M
|
2.23K
$148K
|
|
May 13, 2024
Q1 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
99.1K+ 43.84% |
$12.4M - $14.9M
|
325K
$21.6M
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.23KNew |
$404K - $485K
|
3.23K
$214K
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
200KNew |
$25M - $30M
|
200K
$13.3M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.42K- 1.66% |
$178K - $213K
|
84.3K
$5.6M
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
236+ 15.74% |
$29.6K - $35.4K
|
1.74K
$115K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-4Closed |
$501 - $600
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-28.4K- 9.87% |
$3.56M - $4.27M
|
260K
$17.3M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.4KNew |
$175K - $210K
|
1.4K
$93K
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
4.31KNew |
$540K - $647K
|
4.31K
$286K
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
16.4KNew |
$2.05M - $2.46M
|
16.4K
$1.09M
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.66KNew |
$208K - $249K
|
1.66K
$110K
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-376- 2.41% |
$47.1K - $56.4K
|
15.2K
$1.01M
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-553- 6.08% |
$69.3K - $83K
|
8.54K
$567K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-40- 66.67% |
$5.01K - $6K
|
20
$1.33K
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-17- 4.63% |
$2.13K - $2.55K
|
350
$23.2K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.07K- 4.16% |
$510K - $611K
|
93.8K
$6.23M
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-143K- 98.37% |
$17.9M - $21.4M
|
2.36K
$157K
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 33.33% |
$125 - $150
|
2
$133
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-73- 3.93% |
$9.14K - $11K
|
1.78K
$118K
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
8.51KNew |
$1.07M - $1.28M
|
8.51K
$565K
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.88KNew |
$235K - $282K
|
1.88K
$125K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
545New |
$68.3K - $81.8K
|
545
$36.2K
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
6.34KNew |
$793K - $951K
|
6.34K
$421K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.24KNew |
$781K - $936K
|
6.24K
$414K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17New |
$2.13K - $2.55K
|
17
$1.13K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-68- 25.28% |
$8.52K - $10.2K
|
201
$13.3K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$626 - $750
|
5
$332
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.25K- 33.71% |
$157K - $188K
|
2.46K
$163K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
105+ 26.99% |
$13.1K - $15.8K
|
494
$32.8K
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.55KNew |
$194K - $232K
|
1.55K
$103K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 25.0% |
$12.5K - $15K
|
300
$19.9K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-85- 1.96% |
$10.6K - $12.8K
|
4.26K
$283K
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7- 0.2% |
$877 - $1.05K
|
3.46K
$230K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-54- 18.56% |
$6.76K - $8.1K
|
237
$15.7K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 33.33% |
$125 - $150
|
4
$266
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12- 50.0% |
$1.5K - $1.8K
|
12
$797
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
43+ 2.18% |
$5.38K - $6.45K
|
2.02K
$134K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 0.15% |
$376 - $450
|
1.98K
$132K
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-36- 1.56% |
$4.51K - $5.4K
|
2.27K
$151K
|