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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
93+ 89.42% |
$5.69K - $7.09K
|
197
$14.1K
|
|
|
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
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
84+ 81.55% |
$5.14K - $6.4K
|
187
$13.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
82New |
$5.02K - $6.25K
|
82
$5.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
79+ 18.63% |
$4.84K - $6.02K
|
503
$36K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
76+ 0.29% |
$4.65K - $5.79K
|
26.7K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
71+ 109.23% |
$4.35K - $5.41K
|
136
$9.73K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
65+ 147.73% |
$3.98K - $4.95K
|
109
$7.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
62+ 442.86% |
$3.8K - $4.72K
|
76
$5.44K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
61New |
$3.73K - $4.65K
|
61
$4.37K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
60+ 100.0% |
$3.67K - $4.57K
|
120
$8.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
56New |
$3.43K - $4.27K
|
56
$4.01K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
55+ 687.5% |
$3.37K - $4.19K
|
63
$4.51K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
55+ 55.0% |
$3.37K - $4.19K
|
155
$11.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
55New |
$3.37K - $4.19K
|
55
$3.94K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50New |
$3.06K - $3.81K
|
50
$3.58K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
48+ 685.71% |
$2.94K - $3.66K
|
55
$3.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
42+ 0.86% |
$2.57K - $3.2K
|
4.94K
$354K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
40+ 108.11% |
$2.45K - $3.05K
|
77
$5.51K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
40+ 74.07% |
$2.45K - $3.05K
|
94
$6.73K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
38New |
$2.33K - $2.9K
|
38
$2.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
34New |
$2.08K - $2.59K
|
34
$2.43K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
34New |
$2.08K - $2.59K
|
34
$2.43K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
32+ 23.53% |
$1.96K - $2.44K
|
168
$12K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
31New |
$1.9K - $2.36K
|
31
$2.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30+ 20.69% |
$1.84K - $2.29K
|
175
$12.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.84K - $2.29K
|
30
$2.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$1.65K - $2.06K
|
27
$1.93K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
26+ 89.66% |
$1.59K - $1.98K
|
55
$3.94K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25+ 0.33% |
$1.53K - $1.9K
|
7.54K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24+ 32.0% |
$1.47K - $1.83K
|
99
$7.08K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
24New |
$1.47K - $1.83K
|
24
$1.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
23+ 0.84% |
$1.41K - $1.75K
|
2.77K
$198K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
23New |
$1.41K - $1.75K
|
23
$1.65K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
21+ 21.0% |
$1.29K - $1.6K
|
121
$8.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
21New |
$1.29K - $1.6K
|
21
$1.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.12% |
$1.22K - $1.52K
|
17.3K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19+ 19.79% |
$1.16K - $1.45K
|
115
$8.23K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15New |
$918 - $1.14K
|
15
$1.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.2% |
$796 - $990
|
6.42K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
12New |
$735 - $914
|
12
$859
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12New |
$735 - $914
|
12
$859
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
12New |
$735 - $914
|
12
$859
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 2.73% |
$673 - $838
|
414
$29.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$612 - $762
|
10
$716
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 23.08% |
$551 - $686
|
48
$3.43K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$551 - $686
|
9
$644
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
9New |
$551 - $686
|
9
$644
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6New |
$367 - $457
|
6
$429
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 100.0% |
$367 - $457
|
12
$859
|