Purchases and Sales Made in Q1 2023 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q1 2023. The information is specifically focused on institutions that hold shares of DOLLAR TREE, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
167New |
$22.6K - $26.2K
|
167
$12.8K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
160+ 1.34% |
$21.7K - $25.1K
|
12.1K
$926K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
146+ 0.21% |
$19.8K - $22.9K
|
69.1K
$5.28M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
146+ 0.21% |
$19.8K - $22.9K
|
69.1K
$5.28M
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
141+ 1.08% |
$19.1K - $22.1K
|
13.1K
$1M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
140+ 80.46% |
$19K - $22K
|
314
$24K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
139+ 14.45% |
$18.8K - $21.8K
|
1.1K
$84.2K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
133+ 19.5% |
$18K - $20.9K
|
815
$62.3K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
132+ 6.46% |
$17.9K - $20.7K
|
2.18K
$166K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
129New |
$17.5K - $20.3K
|
129
$9.86K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
126+ 3.06% |
$17.1K - $19.8K
|
4.24K
$324K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
125+ 3.11% |
$16.9K - $19.6K
|
4.14K
$317K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
124+ 3.19% |
$16.8K - $19.5K
|
4.01K
$307K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
123+ 1.4% |
$16.7K - $19.3K
|
8.91K
$682K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
120+ 6.22% |
$16.3K - $18.8K
|
2.05K
$157K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
119New |
$16.1K - $18.7K
|
119
$9.1K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
116+ 5.88% |
$15.7K - $18.2K
|
2.09K
$160K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
111+ 0.98% |
$15K - $17.4K
|
11.5K
$877K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
111+ 3.85% |
$15K - $17.4K
|
2.99K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
107+ 2.07% |
$14.5K - $16.8K
|
5.26K
$403K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
100+ 0.57% |
$13.5K - $15.7K
|
17.7K
$1.36M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100+ 89.29% |
$13.5K - $15.7K
|
212
$16.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
96+ 92.31% |
$13K - $15.1K
|
200
$15.3K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
86+ 614.29% |
$11.6K - $13.5K
|
100
$7.65K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
83+ 1.65% |
$11.2K - $13K
|
5.12K
$392K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
83+ 4.99% |
$11.2K - $13K
|
1.75K
$134K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
74New |
$10K - $11.6K
|
74
$5.66K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
70+ 4.51% |
$9.48K - $11K
|
1.62K
$124K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
68+ 3.17% |
$9.21K - $10.7K
|
2.21K
$169K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
68+ 29.82% |
$9.21K - $10.7K
|
296
$22.6K
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
64+ 3.08% |
$8.67K - $10K
|
2.14K
$164K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
59+ 1.06% |
$7.99K - $9.26K
|
5.6K
$428K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
58New |
$7.86K - $9.11K
|
58
$4.44K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
56+ 0.0% |
$7.59K - $8.79K
|
23.9M
$1.83B
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
54+ 1.32% |
$7.31K - $8.48K
|
4.15K
$318K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
54+ 3.7% |
$7.31K - $8.48K
|
1.51K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50+ 0.39% |
$6.77K - $7.85K
|
12.9K
$984K
|
|
|
Apr 17, 2023
Q1 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
49+ 0.05% |
$6.64K - $7.69K
|
104K
$7.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
47+ 1.44% |
$6.37K - $7.38K
|
3.32K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 13.06% |
$5.15K - $5.97K
|
329
$25.2K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
37+ 0.5% |
$5.01K - $5.81K
|
7.41K
$567K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
37+ 1.5% |
$5.01K - $5.81K
|
2.5K
$191K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
35New |
$4.74K - $5.5K
|
35
$2.68K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 73.68% |
$3.79K - $4.4K
|
66
$5.05K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
28New |
$3.79K - $4.4K
|
28
$2.14K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
28+ 9.72% |
$3.79K - $4.4K
|
316
$24.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
27+ 1.26% |
$3.66K - $4.24K
|
2.17K
$166K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
26New |
$3.52K - $4.08K
|
26
$1.99K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
26+ 53.06% |
$3.52K - $4.08K
|
75
$5.74K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24+ 21.82% |
$3.25K - $3.77K
|
134
$10.2K
|