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 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-104- 2.41% |
$14.1K - $16.3K
|
4.22K
$323K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-106- 5.65% |
$14.4K - $16.6K
|
1.77K
$135K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-112- 7.79% |
$15.2K - $17.6K
|
1.33K
$101K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-115- 4.67% |
$15.6K - $18.1K
|
2.35K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-117- 2.2% |
$15.8K - $18.4K
|
5.19K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-123- 3.55% |
$16.7K - $19.3K
|
3.34K
$255K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-125- 48.83% |
$16.9K - $19.6K
|
131
$10K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-126- 29.72% |
$17.1K - $19.8K
|
298
$22.8K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-128- 2.84% |
$17.3K - $20.1K
|
4.38K
$335K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-131- 4.79% |
$17.7K - $20.6K
|
2.6K
$199K
|
|
|
May 12, 2023
Q1 2023
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-143- 0.47% |
$19.4K - $22.5K
|
30.3K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-144- 23.96% |
$19.5K - $22.6K
|
457
$34.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-145- 1.06% |
$19.6K - $22.8K
|
13.5K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-145- 7.8% |
$19.6K - $22.8K
|
1.71K
$131K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-145- 92.95% |
$19.6K - $22.8K
|
11
$841
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-146- 0.59% |
$19.8K - $22.9K
|
24.5K
$1.87M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-156- 5.38% |
$21.1K - $24.5K
|
2.74K
$210K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-157- 0.95% |
$21.3K - $24.7K
|
16.4K
$1.26M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-158- 10.89% |
$21.4K - $24.8K
|
1.29K
$98.9K
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-160- 6.35% |
$21.7K - $25.1K
|
2.36K
$180K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-167- 2.21% |
$22.6K - $26.2K
|
7.4K
$566K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-167- 7.91% |
$22.6K - $26.2K
|
1.95K
$149K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-168- 0.38% |
$22.8K - $26.4K
|
43.8K
$3.35M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-170- 34.48% |
$23K - $26.7K
|
323
$24.7K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-172- 0.87% |
$23.3K - $27K
|
19.7K
$1.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-174- 1.21% |
$23.6K - $27.3K
|
14.2K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-178- 1.61% |
$24.1K - $27.9K
|
10.9K
$831K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-186- 4.75% |
$25.2K - $29.2K
|
3.73K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-191- 0.27% |
$25.9K - $30K
|
69.4K
$5.31M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-197- 0.3% |
$26.7K - $30.9K
|
65K
$4.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-200- 6.33% |
$27.1K - $31.4K
|
2.96K
$226K
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-214- 0.59% |
$29K - $33.6K
|
36.4K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-219- 0.4% |
$29.7K - $34.4K
|
54.5K
$4.17M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-226- 9.14% |
$30.6K - $35.5K
|
2.25K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-240- 14.2% |
$32.5K - $37.7K
|
1.45K
$111K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-242- 2.5% |
$32.8K - $38K
|
9.43K
$721K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-242- 2.04% |
$32.8K - $38K
|
11.6K
$890K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-273- 61.07% |
$37K - $42.9K
|
174
$13.3K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-298- 7.62% |
$40.4K - $46.8K
|
3.61K
$276K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-300- 1.69% |
$40.6K - $47.1K
|
17.5K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-300- 19.57% |
$40.6K - $47.1K
|
1.23K
$94.3K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.98% |
$40.6K - $47.1K
|
9.76K
$747K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-302- 73.66% |
$40.9K - $47.4K
|
108
$8.26K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-303- 3.37% |
$41K - $47.6K
|
8.68K
$664K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-305- 23.19% |
$41.3K - $47.9K
|
1.01K
$77.2K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-309- 5.12% |
$41.9K - $48.5K
|
5.73K
$438K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-312- 2.5% |
$42.3K - $49K
|
12.2K
$931K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-315- 1.05% |
$42.7K - $49.5K
|
29.8K
$2.28M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-329- 12.05% |
$44.6K - $51.7K
|
2.4K
$184K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-333- 3.79% |
$45.1K - $52.3K
|
8.46K
$647K
|