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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-43- 4.36% |
$4.49K - $6.64K
|
943
$62.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-12.3K- 91.53% |
$1.28M - $1.9M
|
1.14K
$75.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-721- 88.79% |
$75.3K - $111K
|
91
$6.04K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
252+ 9.6% |
$26.3K - $38.9K
|
2.88K
$191K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-20- 44.44% |
$2.09K - $3.09K
|
25
$1.66K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.6K- 57.65% |
$272K - $401K
|
1.91K
$127K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
45New |
$4.7K - $6.94K
|
45
$2.99K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.08K+ 17.81% |
$113K - $167K
|
7.17K
$476K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-680- 1.21% |
$71K - $105K
|
55.4K
$3.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
7New |
$731 - $1.08K
|
7
$465
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
120New |
$12.5K - $18.5K
|
120
$7.97K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-61- 66.3% |
$6.37K - $9.41K
|
31
$2.06K
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-13.4K- 69.11% |
$1.4M - $2.07M
|
6K
$398K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
400New |
$41.8K - $61.7K
|
400
$26.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
7.05KNew |
$736K - $1.09M
|
7.05K
$468K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-25- 12.14% |
$2.61K - $3.86K
|
181
$12K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-12- 0.16% |
$1.25K - $1.85K
|
7.27K
$483K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4New |
$418 - $617
|
4
$266
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
79New |
$8.25K - $12.2K
|
79
$5.25K
|
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
BUY
|
- |
8.7KNew |
$908K - $1.34M
|
8.7K
$578K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-113- 5.23% |
$11.8K - $17.4K
|
2.05K
$136K
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-400- 5.56% |
$41.8K - $61.7K
|
6.8K
$452K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$313 - $463
|
3
$199
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-146- 7.07% |
$15.2K - $22.5K
|
1.92K
$127K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
67New |
$6.99K - $10.3K
|
67
$4.45K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-305- 78.81% |
$31.8K - $47.1K
|
82
$5.44K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.11K- 18.18% |
$274K - $339K
|
9.5K
$631K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
109K+ 202.69% |
$14.1M - $17.5M
|
163K
$10.8M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-22.8K- 98.25% |
$2.95M - $3.66M
|
406
$27K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
421New |
$54.5K - $67.6K
|
421
$28K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
205+ 8.78% |
$26.6K - $32.9K
|
2.54K
$169K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.7KNew |
$1.77M - $2.2M
|
13.7K
$908K
|
|
|
Aug 14, 2023
Q2 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
4KNew |
$518K - $643K
|
4K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
207KNew |
$26.8M - $33.3M
|
207K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
15+ 0.67% |
$1.94K - $2.41K
|
2.27K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
38.8K+ 48.45% |
$5.03M - $6.24M
|
119K
$7.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
3.9KNew |
$505K - $627K
|
3.9K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
8New |
$1.04K - $1.29K
|
8
$531
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.8K+ 75.16% |
$363K - $450K
|
6.53K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-5.86K- 2.65% |
$759K - $942K
|
215K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
9.77KNew |
$1.27M - $1.57M
|
9.77K
$649K
|
|
|
Aug 14, 2023
Q2 2023
|
Anomaly Capital Management, LP
New York, NY |
SELL
|
- |
-261K- 49.1% |
$33.9M - $42M
|
271K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
CALL |
51.2KNew |
$6.63M - $8.23M
|
51.2K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
100New |
$13K - $16.1K
|
100
$6.64K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-52- 3.55% |
$6.74K - $8.36K
|
1.41K
$93.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-540K- 25.13% |
$70M - $86.8M
|
1.61M
$107M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.96K- 41.72% |
$254K - $315K
|
2.74K
$182K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
330+ 18.3% |
$42.8K - $53K
|
2.13K
$142K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-134- 6.78% |
$17.4K - $21.5K
|
1.84K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Rivulet Capital, LLC
Summit, NJ |
BUY
|
- |
140K+ 45.75% |
$18.1M - $22.5M
|
446K
$29.6M
|
|