Institutional Ownership Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR). We have compiled data on the 797 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
201
shares
|
$14,749
0.0% of portfolio
|
Q1 2024
Reduced 25.28%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
198
shares
|
$14,529
0.0% of portfolio
|
Q1 2023
Reduced 99.3%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
198
shares
|
$14,529
0.0% of portfolio
|
Q3 2024
Added 94.12%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
192
shares
|
$14,088
0.0% of portfolio
|
Q3 2024
Added 860.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
192
shares
|
$14,088
0.0% of portfolio
|
Q3 2024
Reduced 34.25%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
190
shares
|
$13,942
0.02% of portfolio
|
Q4 2021
Reduced 61.22%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
190
shares
|
$13,942
0.0% of portfolio
|
Q3 2024
Reduced 54.98%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
188
shares
|
$13,795
0.0% of portfolio
|
Q3 2024
Reduced 71.86%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
176
shares
|
$12,914
0.0% of portfolio
|
Q3 2024
Reduced 29.03%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
170
shares
|
$12,474
0.0% of portfolio
|
Q3 2024
Reduced 20.56%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
169
shares
|
$12,401
0.0% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
167
shares
|
$12,254
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
165
shares
|
$12,107
0.0% of portfolio
|
Q4 2022
Reduced 2.94%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
164
shares
|
$12,034
0.0% of portfolio
|
Q4 2022
Added 80.22%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$11,007
0.0% of portfolio
|
Q1 2024
Reduced 20.21%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
147
shares
|
$10,786
0.02% of portfolio
|
Q3 2021
Reduced 62.97%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
145
shares
|
$10,640
0.0% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
138
shares
|
$10,126
0.0% of portfolio
|
Q3 2024
Reduced 24.59%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
138
shares
|
$10,126
0.0% of portfolio
|
Q3 2024
Reduced 30.3%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
137
shares
|
$10,053
0.0% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
136
shares
|
$9,979
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
136
shares
|
$9,979
0.0% of portfolio
|
Q3 2024
Reduced 73.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
133
shares
|
$9,759
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
132
shares
|
$9,686
0.0% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
131
shares
|
$9,612
0.0% of portfolio
|
Q3 2024
Reduced 73.21%
|