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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
540New |
$56K - $76.8K
|
540
$38.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3New |
$311 - $427
|
3
$215
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.73KNew |
$179K - $246K
|
1.73K
$124K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.68KNew |
$174K - $239K
|
1.68K
$120K
|
|
|
Feb 12, 2024
Q4 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
175KNew |
$18.1M - $24.9M
|
175K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-56.2KClosed |
$5.82M - $8M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.51KNew |
$157K - $215K
|
1.51K
$108K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.12% |
$104 - $142
|
863
$61.7K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-149- 3.64% |
$15.4K - $21.2K
|
3.95K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
442New |
$45.8K - $62.9K
|
442
$31.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
2KNew |
$207K - $285K
|
2K
$143K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.6% |
$207 - $285
|
333
$23.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
728New |
$75.4K - $104K
|
728
$52.1K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-549- 16.18% |
$56.9K - $78.1K
|
2.84K
$203K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
54New |
$5.6K - $7.68K
|
54
$3.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
63+ 31.03% |
$6.53K - $8.96K
|
266
$19K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-124- 5.18% |
$12.9K - $17.6K
|
2.27K
$162K
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.36K- 0.87% |
$141K - $193K
|
154K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
577KNew |
$59.8M - $82.1M
|
577K
$41.2M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
28New |
$2.9K - $3.98K
|
28
$2K
|
|
|
Feb 07, 2024
Q4 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
15.2KNew |
$1.57M - $2.16M
|
15.2K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-504- 22.31% |
$52.2K - $71.7K
|
1.76K
$125K
|
|
|
Feb 06, 2024
Q4 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-11K- 17.96% |
$1.14M - $1.57M
|
50.4K
$3.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.73KNew |
$179K - $246K
|
1.73K
$123K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-374- 92.35% |
$38.8K - $53.2K
|
31
$2.22K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.43KNew |
$148K - $203K
|
1.43K
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
57+ 26.39% |
$5.91K - $8.11K
|
273
$19.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.25KNew |
$337K - $462K
|
3.25K
$232K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.5KNew |
$155K - $213K
|
1.5K
$107K
|
|
|
Jan 31, 2024
Q4 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-10.8K- 5.96% |
$1.12M - $1.54M
|
170K
$12.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
63New |
$6.53K - $8.96K
|
63
$4.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-132- 10.97% |
$13.7K - $18.8K
|
1.07K
$76.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-711- 8.47% |
$73.7K - $101K
|
7.69K
$550K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
115+ 9.27% |
$11.9K - $16.4K
|
1.36K
$96.9K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4New |
$415 - $569
|
4
$286
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.41KNew |
$146K - $200K
|
1.41K
$101K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9New |
$933 - $1.28K
|
9
$644
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
481+ 24.65% |
$49.9K - $68.4K
|
2.43K
$174K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 5.71% |
$207 - $285
|
37
$2.65K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
246New |
$25.5K - $35K
|
246
$17.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 12.5% |
$104 - $142
|
9
$644
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5+ 166.67% |
$518 - $711
|
8
$572
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-534- 17.72% |
$55.3K - $76K
|
2.48K
$177K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-685- 25.8% |
$71K - $97.5K
|
1.97K
$141K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-18.2K- 88.41% |
$1.89M - $2.6M
|
2.39K
$171K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-52.2K- 82.73% |
$5.41M - $7.43M
|
10.9K
$779K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-147- 38.48% |
$15.2K - $20.9K
|
235
$16.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
51+ 159.38% |
$5.29K - $7.26K
|
83
$5.93K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
84New |
$8.71K - $12K
|
84
$6.01K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
33New |
$3.42K - $4.7K
|
33
$2.36K
|