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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
125
shares
|
$9,172
0.01% of portfolio
|
Q2 2024
Reduced 32.43%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
125
shares
|
$9,172
0.0% of portfolio
|
Q3 2021
Reduced 99.04%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
125
shares
|
$9,172
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
124
shares
|
$9,099
0.0% of portfolio
|
Q2 2023
Added 8.77%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
116
shares
|
$8,512
0.0% of portfolio
|
Q4 2022
Added 24.73%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
116
shares
|
$8,512
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
114
shares
|
$8,365
0.0% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
110
shares
|
$8,071
0.0% of portfolio
|
Q1 2024
Reduced 57.69%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
104
shares
|
$7,631
0.0% of portfolio
|
Q1 2023
Reduced 1.89%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
103
shares
|
$7,558
0.0% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
100
shares
|
$7,338
0.0% of portfolio
|
Q1 2023
Added 614.29%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
100
shares
|
$7,338
0.0% of portfolio
|
Q3 2024
Reduced 48.72%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
100
shares
|
$7,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
100
shares
|
$7,338
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
100
shares
|
$7,338
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
100
shares
|
$7,338
0.0% of portfolio
|
Q1 2023
Reduced 1.96%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
99
shares
|
$7,264
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
96
shares
|
$7,044
0.0% of portfolio
|
Q3 2024
Reduced 23.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
95
shares
|
$6,971
0.0% of portfolio
|
Q2 2023
Reduced 15.93%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
91
shares
|
$6,677
0.0% of portfolio
|
Q3 2023
Reduced 88.79%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
85
shares
|
$6,237
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
84
shares
|
$6,163
0.0% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
82
shares
|
$6,017
0.0% of portfolio
|
Q3 2023
Reduced 78.81%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
77
shares
|
$5,650
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
75
shares
|
$5,503
0.0% of portfolio
|
Q2 2024
Added 25.0%
|