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 |
|---|---|---|---|---|---|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
75
shares
|
$5,503
0.0% of portfolio
|
Q3 2024
Reduced 72.83%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
74
shares
|
$5,430
0.0% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
74
shares
|
$5,430
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
65
shares
|
$4,769
0.0% of portfolio
|
Q3 2024
Added 109.68%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
62
shares
|
$4,549
0.0% of portfolio
|
Q3 2024
Reduced 77.94%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
61
shares
|
$4,476
0.0% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
60
shares
|
$4,402
0.0% of portfolio
|
Q3 2024
Reduced 38.78%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
60
shares
|
$4,402
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
59
shares
|
$4,329
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
54
shares
|
$3,962
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
54
shares
|
$3,962
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
52
shares
|
$3,815
0.0% of portfolio
|
Q2 2022
Reduced 45.26%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
50
shares
|
$3,669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
50
shares
|
$3,669
0.0% of portfolio
|
Q3 2024
Added 21.95%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
50
shares
|
$3,669
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$3,595
0.0% of portfolio
|
Q1 2023
Reduced 7.55%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
48
shares
|
$3,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
45
shares
|
$3,302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
45
shares
|
$3,302
0.0% of portfolio
|
Q3 2024
Reduced 38.36%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
44
shares
|
$3,228
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
44
shares
|
$3,228
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
43
shares
|
$3,155
0.0% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
43
shares
|
$3,155
0.0% of portfolio
|
Q3 2024
Added 115.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
40
shares
|
$2,935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
40
shares
|
$2,935
0.0% of portfolio
|
Q4 2019
New holding
|