Purchases and Sales Made in Q1 2024 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q1 2024. 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 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
362+ 22.35% |
$45.3K - $54.3K
|
1.98K
$152K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
342+ 14.42% |
$42.8K - $51.3K
|
2.71K
$208K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
337+ 13.79% |
$42.2K - $50.6K
|
2.78K
$213K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
336+ 3.46% |
$42.1K - $50.4K
|
10.1K
$769K
|
|
May 02, 2024
Q1 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
297+ 0.17% |
$37.2K - $44.6K
|
178K
$13.6M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
295+ 8.35% |
$36.9K - $44.3K
|
3.83K
$293K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
279+ 21.36% |
$34.9K - $41.9K
|
1.59K
$121K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
263+ 115.35% |
$32.9K - $39.5K
|
491
$37.5K
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
262+ 3.48% |
$32.8K - $39.3K
|
7.79K
$596K
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
261+ 168.39% |
$32.7K - $39.2K
|
416
$31.8K
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
257+ 15.19% |
$32.2K - $38.6K
|
1.95K
$149K
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
243+ 0.34% |
$30.4K - $36.5K
|
71.2K
$5.45M
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
240+ 44.12% |
$30.1K - $36K
|
784
$60K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
239+ 4.62% |
$29.9K - $35.9K
|
5.41K
$414K
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
239+ 41.21% |
$29.9K - $35.9K
|
819
$62.6K
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
236+ 15.74% |
$29.6K - $35.4K
|
1.74K
$133K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
230+ 2.71% |
$28.8K - $34.5K
|
8.72K
$667K
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
228New |
$28.6K - $34.2K
|
228
$17.4K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
227New |
$28.4K - $34.1K
|
227
$17.4K
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
220New |
$27.6K - $33K
|
220
$16.8K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
214+ 2.55% |
$26.8K - $32.1K
|
8.61K
$659K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
211+ 17.2% |
$26.4K - $31.7K
|
1.44K
$110K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
207New |
$25.9K - $31.1K
|
207
$15.8K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
199+ 7.08% |
$24.9K - $29.9K
|
3.01K
$230K
|
|
Apr 30, 2024
Q1 2024
|
Jlb & Associates Inc
|
BUY
|
- |
186+ 0.35% |
$23.3K - $27.9K
|
53.6K
$4.1M
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
185+ 5.91% |
$23.2K - $27.8K
|
3.31K
$253K
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
167+ 5.85% |
$20.9K - $25.1K
|
3.02K
$231K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
161+ 4.61% |
$20.2K - $24.2K
|
3.65K
$279K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
157+ 2.22% |
$19.7K - $23.6K
|
7.22K
$552K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
157+ 8.32% |
$19.7K - $23.6K
|
2.04K
$156K
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
151+ 0.88% |
$18.9K - $22.7K
|
17.3K
$1.32M
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
147+ 0.5% |
$18.4K - $22.1K
|
29.4K
$2.25M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
131+ 1.38% |
$16.4K - $19.7K
|
9.6K
$734K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
121+ 1100.0% |
$15.2K - $18.2K
|
132
$10.1K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
116New |
$14.5K - $17.4K
|
116
$8.87K
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
112+ 0.58% |
$14K - $16.8K
|
19.3K
$1.48M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
110+ 29.26% |
$13.8K - $16.5K
|
486
$37.2K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
105+ 26.99% |
$13.1K - $15.8K
|
494
$37.8K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
103+ 4.68% |
$12.9K - $15.5K
|
2.31K
$176K
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100+ 6.67% |
$12.5K - $15K
|
1.6K
$122K
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
100+ 1.2% |
$12.5K - $15K
|
8.44K
$646K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
98+ 1.77% |
$12.3K - $14.7K
|
5.63K
$431K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
96+ 3.97% |
$12K - $14.4K
|
2.52K
$192K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
94New |
$11.8K - $14.1K
|
94
$7.19K
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
93+ 4.92% |
$11.6K - $14K
|
1.99K
$152K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
74+ 0.69% |
$9.27K - $11.1K
|
10.8K
$823K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
73+ 33.8% |
$9.14K - $11K
|
289
$22.1K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
72New |
$9.02K - $10.8K
|
72
$5.51K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
69+ 4.64% |
$8.64K - $10.4K
|
1.56K
$119K
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
64+ 0.34% |
$8.01K - $9.6K
|
18.9K
$1.44M
|