Latest Institutional Purchases of Dollar Tree, Inc. (DLTR)
This list provides information on the latest institutional transactions involving Dollar Tree, Inc. (DLTR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
553+ 13.31% |
$71.6K - $88.9K
|
4.71K
$310K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
421New |
$54.5K - $67.6K
|
421
$27.7K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
330+ 18.3% |
$42.8K - $53K
|
2.13K
$140K
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
240+ 8.89% |
$31.1K - $38.6K
|
2.94K
$193K
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
205+ 8.78% |
$26.6K - $32.9K
|
2.54K
$167K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
159+ 2.15% |
$20.6K - $25.5K
|
7.54K
$496K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
125New |
$16.2K - $20.1K
|
125
$8.22K
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
100New |
$13K - $16.1K
|
100
$6.58K
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
70+ 2.96% |
$9.07K - $11.2K
|
2.44K
$160K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52+ 2.56% |
$6.74K - $8.36K
|
2.09K
$137K
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
48+ 2.47% |
$6.22K - $7.71K
|
1.99K
$131K
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
46+ 0.2% |
$5.96K - $7.39K
|
23.2K
$1.53M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 2.41% |
$5.7K - $7.07K
|
1.87K
$123K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32New |
$4.15K - $5.14K
|
32
$2.1K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
30New |
$3.89K - $4.82K
|
30
$1.97K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18New |
$2.33K - $2.89K
|
18
$1.18K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
15+ 0.67% |
$1.94K - $2.41K
|
2.27K
$149K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13+ 41.94% |
$1.68K - $2.09K
|
44
$2.89K
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
12+ 0.05% |
$1.55K - $1.93K
|
23K
$1.51M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 8.77% |
$1.3K - $1.61K
|
124
$8.15K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
8New |
$1.04K - $1.29K
|
8
$526
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
8New |
$1.04K - $1.29K
|
8
$526
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.74MNew |
$235M - $273M
|
1.74M
$114M
|
|
May 15, 2023
Q1 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
210KNew |
$28.5M - $33M
|
210K
$13.8M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
159KNew |
$21.6M - $25M
|
159K
$10.5M
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
95KNew |
$12.9M - $14.9M
|
95K
$6.25M
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
86.3KNew |
$11.7M - $13.5M
|
86.3K
$5.67M
|
|
May 15, 2023
Q1 2023
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
37.5KNew |
$5.08M - $5.89M
|
37.5K
$2.47M
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
17.6KNew |
$2.39M - $2.76M
|
17.6K
$1.16M
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
14K+ 175.0% |
$1.9M - $2.2M
|
22K
$1.45M
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$1.84M - $2.14M
|
13.6K
$895K
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
4.52KNew |
$612K - $709K
|
4.52K
$297K
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.02KNew |
$545K - $632K
|
4.02K
$265K
|
|
May 15, 2023
Q1 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
3.75K+ 38.32% |
$508K - $589K
|
13.5K
$890K
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
3.62KNew |
$490K - $568K
|
3.62K
$238K
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.27K+ 24.49% |
$443K - $513K
|
16.6K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Intermede Investment Partners LTD
|
BUY
|
- |
3.23K+ 0.41% |
$438K - $508K
|
787K
$51.8M
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.72KNew |
$233K - $270K
|
1.72K
$113K
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
792+ 5.37% |
$107K - $124K
|
15.5K
$1.02M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
342New |
$46.3K - $53.7K
|
342
$22.5K
|
|
May 11, 2023
Q1 2023
|
Paralel Advisors LLC
|
BUY
|
- |
298+ 2.7% |
$40.4K - $46.8K
|
11.3K
$745K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
167New |
$22.6K - $26.2K
|
167
$11K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
139+ 14.45% |
$18.8K - $21.8K
|
1.1K
$72.4K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
86+ 614.29% |
$11.6K - $13.5K
|
100
$6.58K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
74New |
$10K - $11.6K
|
74
$4.87K
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
58New |
$7.86K - $9.11K
|
58
$3.81K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
35New |
$4.74K - $5.5K
|
35
$2.3K
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
28New |
$3.79K - $4.4K
|
28
$1.84K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21New |
$2.84K - $3.3K
|
21
$1.38K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12New |
$1.63K - $1.88K
|
12
$789
|