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 10, 2023
Q4 2022
|
Fortune 45 LLC
|
SELL
|
- |
-6- 0.32% |
$816 - $1.01K
|
1.86K
$124K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
86+ 3.3% |
$11.7K - $14.5K
|
2.69K
$179K
|
|
|
Feb 10, 2023
Q4 2022
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-2.5K- 32.89% |
$340K - $422K
|
5.1K
$339K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
36New |
$4.9K - $6.08K
|
36
$2.39K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
91+ 827.27% |
$12.4K - $15.4K
|
102
$6.77K
|
|
|
Feb 09, 2023
Q4 2022
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
70KNew |
$9.53M - $11.8M
|
70K
$4.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.08K+ 40.43% |
$146K - $182K
|
3.73K
$248K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5New |
$680 - $844
|
5
$332
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
50New |
$6.8K - $8.44K
|
50
$3.32K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-232- 10.24% |
$31.6K - $39.2K
|
2.03K
$135K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.23K- 44.82% |
$168K - $208K
|
1.52K
$101K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.02K- 1.68% |
$139K - $173K
|
59.9K
$3.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
23+ 24.73% |
$3.13K - $3.88K
|
116
$7.7K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
764New |
$104K - $129K
|
764
$50.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-90- 3.35% |
$12.2K - $15.2K
|
2.59K
$172K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$272 - $338
|
2
$133
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-4- 0.07% |
$544 - $675
|
5.39K
$358K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5New |
$680 - $844
|
5
$332
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
45+ 2.74% |
$6.12K - $7.6K
|
1.69K
$112K
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-69- 9.54% |
$9.39K - $11.6K
|
654
$43.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-758- 11.05% |
$103K - $128K
|
6.1K
$405K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.1KNew |
$150K - $186K
|
1.1K
$73K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
71+ 4.5% |
$9.66K - $12K
|
1.65K
$109K
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
27.5KNew |
$3.74M - $4.64M
|
27.5K
$1.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Chase Investment Counsel Corp
|
BUY
|
- |
4.22K+ 23.6% |
$574K - $712K
|
22.1K
$1.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12+ 44.44% |
$1.63K - $2.03K
|
39
$2.59K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
2.4KNew |
$327K - $405K
|
2.4K
$159K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24New |
$3.27K - $4.05K
|
24
$1.59K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
PUT |
5KNew |
$680K - $844K
|
5K
$332K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-5.95K- 25.01% |
$810K - $1M
|
17.8K
$1.18M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8+ 0.21% |
$1.09K - $1.35K
|
3.82K
$254K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
5New |
$680 - $844
|
5
$332
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
1KNew |
$136K - $169K
|
1K
$66.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
117New |
$15.9K - $19.8K
|
117
$7.77K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9New |
$1.22K - $1.52K
|
9
$598
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-281- 16.08% |
$38.2K - $47.4K
|
1.47K
$97.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
6New |
$816 - $1.01K
|
6
$398
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5- 2.94% |
$680 - $844
|
165
$11K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-35Closed |
$4.75K - $6.07K
|
0
$0
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-695- 10.85% |
$94.3K - $120K
|
5.71K
$379K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-277- 1.01% |
$37.6K - $48K
|
27.3K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
20.9KNew |
$2.83M - $3.61M
|
20.9K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-61K- 23.37% |
$8.28M - $10.6M
|
200K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
130+ 0.5% |
$17.6K - $22.5K
|
26.3K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
50KNew |
$6.78M - $8.67M
|
50K
$3.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-902- 5.83% |
$122K - $156K
|
14.6K
$968K
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.3KNew |
$312K - $399K
|
2.3K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-150- 8.31% |
$20.4K - $26K
|
1.65K
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15New |
$2.04K - $2.6K
|
15
$996
|
|