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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
23+ 1.51% |
$3.12K - $3.61K
|
1.54K
$118K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
22+ 366.67% |
$2.98K - $3.45K
|
28
$2.14K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21New |
$2.84K - $3.3K
|
21
$1.61K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
16+ 1.04% |
$2.17K - $2.51K
|
1.56K
$119K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 2.36% |
$1.76K - $2.04K
|
565
$43.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12New |
$1.63K - $1.88K
|
12
$918
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12New |
$1.63K - $1.88K
|
12
$918
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12New |
$1.63K - $1.88K
|
12
$918
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 4.64% |
$1.49K - $1.73K
|
248
$19K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
11+ 1.35% |
$1.49K - $1.73K
|
823
$62.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 8.4% |
$1.35K - $1.57K
|
129
$9.86K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10New |
$1.35K - $1.57K
|
10
$765
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9New |
$1.22K - $1.41K
|
9
$688
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8+ 0.11% |
$1.08K - $1.26K
|
7.38K
$564K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
7+ 0.1% |
$948 - $1.1K
|
7.14K
$546K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 4.85% |
$677 - $785
|
108
$8.26K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 10.42% |
$677 - $785
|
53
$4.05K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5+ 0.25% |
$677 - $785
|
1.98K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5+ 0.4% |
$677 - $785
|
1.26K
$96.2K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 21.74% |
$677 - $785
|
28
$2.14K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 8.16% |
$542 - $628
|
53
$4.05K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4+ 2.53% |
$542 - $628
|
162
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 0.63% |
$406 - $471
|
478
$36.6K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3New |
$406 - $471
|
3
$229
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2New |
$271 - $314
|
2
$153
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2New |
$271 - $314
|
2
$153
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2+ 0.77% |
$271 - $314
|
261
$20K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.04% |
$135 - $157
|
2.26K
$173K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$135 - $157
|
2
$153
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.12% |
$135 - $157
|
865
$66.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1- 3.85% |
$135 - $157
|
25
$1.91K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2- 1.96% |
$271 - $314
|
100
$7.65K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.89% |
$271 - $314
|
104
$7.95K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 3.03% |
$271 - $314
|
64
$4.89K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.11% |
$406 - $471
|
2.7K
$206K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4- 7.55% |
$542 - $628
|
49
$3.75K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.81% |
$542 - $628
|
488
$37.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 20.83% |
$677 - $785
|
19
$1.45K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-5- 7.69% |
$677 - $785
|
60
$4.59K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6- 1.13% |
$813 - $942
|
526
$40.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7- 0.34% |
$948 - $1.1K
|
2.02K
$155K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8- 0.41% |
$1.08K - $1.26K
|
1.93K
$148K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-8- 0.77% |
$1.08K - $1.26K
|
1.03K
$78.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-9- 6.29% |
$1.22K - $1.41K
|
134
$10.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-9- 0.58% |
$1.22K - $1.41K
|
1.54K
$118K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10- 4.63% |
$1.35K - $1.57K
|
206
$15.8K
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-10- 0.45% |
$1.35K - $1.57K
|
2.23K
$170K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-10- 5.56% |
$1.35K - $1.57K
|
170
$13K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-10- 6.94% |
$1.35K - $1.57K
|
134
$10.2K
|