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 11, 2023
Q2 2023
|
Rivulet Capital, LLC
Summit, NJ |
BUY
|
- |
140K+ 45.75% |
$18.1M - $22.5M
|
446K
$31.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
39.7K+ 208.54% |
$5.14M - $6.37M
|
58.7K
$4.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
5.2KNew |
$674K - $836K
|
5.2K
$372K
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-94- 2.99% |
$12.2K - $15.1K
|
3.05K
$218K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
992+ 1.07% |
$129K - $159K
|
93.9K
$6.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
25KNew |
$3.24M - $4.02M
|
25K
$1.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-33- 0.39% |
$4.28K - $5.3K
|
8.42K
$602K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-32- 2.06% |
$4.15K - $5.14K
|
1.52K
$109K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.22K- 12.19% |
$288K - $357K
|
16K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
12+ 0.05% |
$1.55K - $1.93K
|
23K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
240+ 8.89% |
$31.1K - $38.6K
|
2.94K
$210K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
159+ 2.15% |
$20.6K - $25.5K
|
7.54K
$539K
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
553+ 13.31% |
$71.6K - $88.9K
|
4.71K
$337K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-1.15K- 14.52% |
$150K - $185K
|
6.79K
$486K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
14KNew |
$1.82M - $2.26M
|
14K
$1M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
30New |
$3.89K - $4.82K
|
30
$2.15K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18New |
$2.33K - $2.89K
|
18
$1.29K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52+ 2.56% |
$6.74K - $8.36K
|
2.09K
$149K
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-4.71K- 36.6% |
$610K - $756K
|
8.15K
$583K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-516- 26.95% |
$66.9K - $82.9K
|
1.4K
$100K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
125New |
$16.2K - $20.1K
|
125
$8.94K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-400- 18.42% |
$51.8K - $64.3K
|
1.77K
$127K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-940- 37.62% |
$122K - $151K
|
1.56K
$111K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 8.77% |
$1.3K - $1.61K
|
124
$8.87K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.73KNew |
$224K - $278K
|
1.73K
$124K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-15- 0.39% |
$1.94K - $2.41K
|
3.81K
$273K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-18- 10.71% |
$2.33K - $2.89K
|
150
$10.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11- 0.77% |
$1.43K - $1.77K
|
1.41K
$101K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20- 1.13% |
$2.59K - $3.21K
|
1.75K
$125K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
70+ 2.96% |
$9.07K - $11.2K
|
2.44K
$174K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-138- 1.27% |
$17.9K - $22.2K
|
10.7K
$767K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-39K- 94.0% |
$5.06M - $6.27M
|
2.49K
$178K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.87% |
$5.83K - $7.23K
|
5.14K
$368K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-8.74K- 3.64% |
$1.13M - $1.4M
|
231K
$16.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
2.3KNew |
$298K - $370K
|
2.3K
$165K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-18- 15.93% |
$2.33K - $2.89K
|
95
$6.79K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
8New |
$1.04K - $1.29K
|
8
$572
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-1.72K- 42.36% |
$222K - $276K
|
2.33K
$167K
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-327K- 85.48% |
$42.4M - $52.6M
|
55.6K
$3.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
46+ 0.2% |
$5.96K - $7.39K
|
23.2K
$1.66M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32New |
$4.15K - $5.14K
|
32
$2.29K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-74- 4.93% |
$9.59K - $11.9K
|
1.43K
$102K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 2.41% |
$5.7K - $7.07K
|
1.87K
$134K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-9.94K- 87.64% |
$1.29M - $1.6M
|
1.4K
$100K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
48+ 2.47% |
$6.22K - $7.71K
|
1.99K
$142K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 7.14% |
$259 - $321
|
26
$1.86K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13+ 41.94% |
$1.68K - $2.09K
|
44
$3.15K
|
|
| Q1 2023 | |||||||
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.02KNew |
$545K - $632K
|
4.02K
$288K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-99- 87.61% |
$13.4K - $15.5K
|
14
$1K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4- 7.55% |
$542 - $628
|
49
$3.5K
|
|