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 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 21.21% |
$428 - $533
|
26
$1.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-4.4K- 34.25% |
$269K - $335K
|
8.44K
$604K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 22.22% |
$245 - $305
|
14
$1K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-11.9K- 28.85% |
$728K - $906K
|
29.3K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
14.4K+ 480.97% |
$883K - $1.1M
|
17.4K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.22K- 25.4% |
$74.7K - $93K
|
3.59K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
6.94KNew |
$425K - $529K
|
6.94K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
118KNew |
$7.22M - $8.99M
|
118K
$8.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.07KNew |
$310K - $386K
|
5.07K
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 30.37% |
$124K - $154K
|
8.7K
$622K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100New |
$6.12K - $7.62K
|
100
$7.16K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-596- 82.89% |
$36.5K - $45.4K
|
123
$8.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$1.65K - $2.06K
|
27
$1.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111+ 4.87% |
$6.79K - $8.46K
|
2.39K
$171K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
600New |
$36.7K - $45.7K
|
600
$42.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-12.7K- 6.21% |
$775K - $965K
|
191K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4K+ 247.74% |
$245K - $305K
|
5.62K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
133K+ 10.61% |
$8.14M - $10.1M
|
1.39M
$99.2M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.36% |
$12.2K - $15.2K
|
54.9K
$3.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
38New |
$2.33K - $2.9K
|
38
$2.72K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-104K- 61.37% |
$6.38M - $7.94M
|
65.6K
$4.69M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
4New |
$245 - $305
|
4
$286
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
149+ 74.13% |
$9.12K - $11.4K
|
350
$25K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.66K+ 21.6% |
$163K - $202K
|
14.9K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.37K- 52.54% |
$512K - $638K
|
7.56K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-36- 4.08% |
$2.2K - $2.74K
|
847
$60.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
804+ 1.37% |
$49.2K - $61.3K
|
59.3K
$4.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.73KNew |
$167K - $208K
|
2.73K
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
333KNew |
$20.4M - $25.3M
|
333K
$23.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.01K+ 536.17% |
$61.7K - $76.8K
|
1.2K
$85.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.45K+ 43.7% |
$272K - $339K
|
14.6K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
18.7KNew |
$1.14M - $1.42M
|
18.7K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-9- 90.0% |
$551 - $686
|
1
$71.6
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-6.92K- 41.86% |
$423K - $527K
|
9.61K
$687K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62.8KNew |
$3.84M - $4.78M
|
62.8K
$4.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
232+ 120.83% |
$14.2K - $17.7K
|
424
$30.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
84+ 81.55% |
$5.14K - $6.4K
|
187
$13.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
89+ 6.96% |
$5.45K - $6.78K
|
1.37K
$97.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-683- 2.74% |
$41.8K - $52K
|
24.2K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
220+ 3.36% |
$13.5K - $16.8K
|
6.77K
$485K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-17.2K- 17.99% |
$1.05M - $1.31M
|
78.3K
$5.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-48.2K- 21.72% |
$2.95M - $3.67M
|
174K
$12.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.74K+ 3857.78% |
$106K - $132K
|
1.78K
$127K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$61.2 - $76.2
|
1
$71.6
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-74- 21.26% |
$4.53K - $5.64K
|
274
$19.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$122 - $152
|
2
$143
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-78- 2.51% |
$4.77K - $5.94K
|
3.03K
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
260New |
$15.9K - $19.8K
|
260
$18.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
782+ 50.71% |
$47.9K - $59.6K
|
2.32K
$166K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
186New |
$11.4K - $14.2K
|
186
$13.3K
|