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 |
|---|---|---|---|---|---|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
13
shares
|
$953
0.0% of portfolio
|
Q3 2023
Reduced 23.53%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
13
shares
|
$953
0.0% of portfolio
|
Q3 2024
Reduced 55.17%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
13
shares
|
$953
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
12
shares
|
$880
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
12
shares
|
$880
0.0% of portfolio
|
Q3 2024
Reduced 95.1%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
12
shares
|
$880
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
12
shares
|
$880
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
12
shares
|
$880
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
10
shares
|
$733
0.0% of portfolio
|
Q3 2024
Reduced 97.67%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
10
shares
|
$733
0.0% of portfolio
|
Q2 2024
Reduced 98.04%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
9
shares
|
$660
0.0% of portfolio
|
Q4 2023
Added 12.5%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
8
shares
|
$587
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
8
shares
|
$587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
8
shares
|
$587
0.0% of portfolio
|
Q4 2023
Added 166.67%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
7
shares
|
$513
0.0% of portfolio
|
Q3 2024
Reduced 61.11%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
7
shares
|
$513
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6
shares
|
$440
0.0% of portfolio
|
Q4 2020
Reduced 94.78%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
6
shares
|
$440
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
5
shares
|
$366
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
5
shares
|
$366
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5
shares
|
$366
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
4
shares
|
$293
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4
shares
|
$293
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
3
shares
|
$220
0.0% of portfolio
|
Q3 2024
Reduced 76.92%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
2
shares
|
$146
0.0% of portfolio
|
Q3 2024
New holding
|