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 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.36KNew |
$174K - $236K
|
1.36K
$97.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
1.22K+ 20.27% |
$156K - $212K
|
7.22K
$516K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.14KNew |
$146K - $199K
|
1.14K
$81.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.05K+ 21.93% |
$135K - $183K
|
5.85K
$419K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
750New |
$95.9K - $131K
|
750
$53.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
713New |
$91.2K - $124K
|
713
$51K
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
207+ 12.27% |
$26.5K - $36K
|
1.89K
$136K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
206+ 11.56% |
$26.3K - $35.9K
|
1.99K
$142K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
118New |
$15.1K - $20.5K
|
118
$8.44K
|
|
|
Jul 01, 2022
Q2 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
100+ 5.0% |
$12.8K - $17.4K
|
2.1K
$150K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
99New |
$12.7K - $17.2K
|
99
$7.08K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
15New |
$1.92K - $2.61K
|
15
$1.07K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4+ 0.31% |
$512 - $696
|
1.3K
$92.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1+ 0.07% |
$128 - $174
|
1.36K
$97K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$128 - $174
|
1
$71.6
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
69.5KNew |
$8.77M - $11.1M
|
69.5K
$4.97M
|
|
|
May 16, 2022
Q1 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
12.8KNew |
$1.62M - $2.05M
|
12.8K
$916K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.02KNew |
$255K - $324K
|
2.02K
$145K
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.68KNew |
$211K - $269K
|
1.68K
$120K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.67KNew |
$210K - $267K
|
1.67K
$119K
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
400+ 4.6% |
$50.5K - $64.1K
|
9.1K
$651K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
200New |
$25.2K - $32.1K
|
200
$14.3K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
178New |
$22.5K - $28.5K
|
178
$12.7K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
150+ 25.86% |
$18.9K - $24K
|
730
$52.2K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
44New |
$5.55K - $7.05K
|
44
$3.15K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
4New |
$505 - $641
|
4
$286
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
CALL |
23KNew |
$2.23M - $3.37M
|
23K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
15.6K+ 325.0% |
$1.51M - $2.29M
|
20.4K
$1.46M
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.75KNew |
$170K - $256K
|
1.75K
$125K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.2KNew |
$117K - $176K
|
1.2K
$86.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
360New |
$35K - $52.8K
|
360
$25.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
325New |
$31.6K - $47.6K
|
325
$23.3K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
300New |
$29.1K - $44K
|
300
$21.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
186New |
$18.1K - $27.3K
|
186
$13.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
128New |
$12.4K - $18.8K
|
128
$9.16K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
50New |
$4.86K - $7.33K
|
50
$3.58K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
45New |
$4.37K - $6.6K
|
45
$3.22K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
75.7KNew |
$6.4M - $8.04M
|
75.7K
$5.41M
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
24KNew |
$2.03M - $2.55M
|
24K
$1.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
20.9K+ 16.08% |
$1.77M - $2.22M
|
151K
$10.8M
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
20.7KNew |
$1.75M - $2.2M
|
20.7K
$1.48M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
786New |
$66.4K - $83.6K
|
786
$56.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
243New |
$20.5K - $25.8K
|
243
$17.4K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
50New |
$4.23K - $5.32K
|
50
$3.58K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
16New |
$1.35K - $1.7K
|
16
$1.14K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
34.7KNew |
$3.38M - $4.14M
|
34.7K
$2.48M
|
|
|
Jul 29, 2021
Q2 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
5.2KNew |
$507K - $620K
|
5.2K
$372K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
315New |
$30.7K - $37.6K
|
315
$22.5K
|
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
BUY
|
- |
124New |
$12.1K - $14.8K
|
124
$8.87K
|
|