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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
39
shares
|
$2,861
0.0% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
38
shares
|
$2,788
0.0% of portfolio
|
Q3 2024
Reduced 98.24%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
37
shares
|
$2,715
0.0% of portfolio
|
Q4 2023
Added 5.71%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
37
shares
|
$2,715
0.0% of portfolio
|
Q3 2024
Reduced 60.22%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
33
shares
|
$2,421
0.0% of portfolio
|
Q3 2024
Reduced 51.47%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31
shares
|
$2,274
0.0% of portfolio
|
Q3 2023
Reduced 66.3%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$2,201
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
29
shares
|
$2,128
0.0% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
28
shares
|
$2,054
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
26
shares
|
$1,907
0.0% of portfolio
|
Q2 2022
Reduced 13.33%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
26
shares
|
$1,907
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
25
shares
|
$1,834
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
24
shares
|
$1,761
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
23
shares
|
$1,687
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
22
shares
|
$1,614
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
21
shares
|
$1,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
20
shares
|
$1,467
0.0% of portfolio
|
Q3 2024
Reduced 70.59%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
20
shares
|
$1,467
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
19
shares
|
$1,394
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
18
shares
|
$1,320
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
17
shares
|
$1,247
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
15
shares
|
$1,100
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
15
shares
|
$1,100
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$1,100
0.0% of portfolio
|
Q2 2022
Reduced 86.24%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
14
shares
|
$1,027
0.0% of portfolio
|
Q3 2024
Added 250.0%
|