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 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
96+ 3.97% |
$12K - $14.4K
|
2.52K
$287K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
94New |
$11.8K - $14.1K
|
94
$10.7K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
93+ 4.92% |
$11.6K - $14K
|
1.99K
$227K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
74+ 0.69% |
$9.27K - $11.1K
|
10.8K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
73+ 33.8% |
$9.14K - $11K
|
289
$33K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
72New |
$9.02K - $10.8K
|
72
$8.22K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
69+ 4.64% |
$8.64K - $10.4K
|
1.56K
$178K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
64+ 0.34% |
$8.01K - $9.6K
|
18.9K
$2.15M
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
55+ 2.6% |
$6.89K - $8.25K
|
2.17K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
50+ 0.1% |
$6.26K - $7.5K
|
52.3K
$5.97M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
49+ 168.97% |
$6.14K - $7.35K
|
78
$8.91K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 10.28% |
$6.01K - $7.2K
|
515
$58.8K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 2.0% |
$5.64K - $6.75K
|
2.3K
$262K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
43+ 2.18% |
$5.38K - $6.45K
|
2.02K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
42+ 1.85% |
$5.26K - $6.3K
|
2.32K
$265K
|
|
|
May 15, 2024
Q1 2024
|
13 D Management LLC
New York, NY |
BUY
|
- |
40+ 0.11% |
$5.01K - $6K
|
34.9K
$3.99M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39+ 7.5% |
$4.88K - $5.85K
|
559
$63.8K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
37+ 176.19% |
$4.63K - $5.55K
|
58
$6.62K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
34+ 0.98% |
$4.26K - $5.1K
|
3.51K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
32+ 1.4% |
$4.01K - $4.8K
|
2.32K
$265K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
32+ 16.33% |
$4.01K - $4.8K
|
228
$26K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
30New |
$3.76K - $4.5K
|
30
$3.43K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 16.56% |
$3.13K - $3.75K
|
176
$20.1K
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
24+ 0.67% |
$3.01K - $3.6K
|
3.6K
$411K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
24New |
$3.01K - $3.6K
|
24
$2.74K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
22New |
$2.76K - $3.3K
|
22
$2.51K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
21+ 0.67% |
$2.63K - $3.15K
|
3.14K
$359K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
21+ 1.17% |
$2.63K - $3.15K
|
1.82K
$208K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
20+ 11.83% |
$2.5K - $3K
|
189
$21.6K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
18+ 1.08% |
$2.25K - $2.7K
|
1.69K
$193K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17New |
$2.13K - $2.55K
|
17
$1.94K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
16+ 39.02% |
$2K - $2.4K
|
57
$6.51K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
14New |
$1.75K - $2.1K
|
14
$1.6K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 9.79% |
$1.75K - $2.1K
|
157
$17.9K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12New |
$1.5K - $1.8K
|
12
$1.37K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12+ 0.06% |
$1.5K - $1.8K
|
21.3K
$2.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.85% |
$1.38K - $1.65K
|
1.3K
$149K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11+ 0.24% |
$1.38K - $1.65K
|
4.58K
$523K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
11New |
$1.38K - $1.65K
|
11
$1.26K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
10New |
$1.25K - $1.5K
|
10
$1.14K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 3.31% |
$1.25K - $1.5K
|
312
$35.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 0.24% |
$1.13K - $1.35K
|
3.77K
$430K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
9New |
$1.13K - $1.35K
|
9
$1.03K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 5.74% |
$877 - $1.05K
|
129
$14.7K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
6+ 0.01% |
$751 - $900
|
87.5K
$9.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 30.0% |
$751 - $900
|
26
$2.97K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5+ 0.25% |
$626 - $750
|
1.98K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$626 - $750
|
5
$571
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 14.71% |
$626 - $750
|
39
$4.45K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 1.01% |
$501 - $600
|
399
$45.6K
|