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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 66.67% |
$501 - $600
|
10
$1.14K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 5.71% |
$501 - $600
|
74
$8.45K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3+ 0.09% |
$376 - $450
|
3.41K
$390K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3New |
$376 - $450
|
3
$343
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 13.04% |
$376 - $450
|
26
$2.97K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 3.13% |
$250 - $300
|
66
$7.54K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2+ 0.06% |
$250 - $300
|
3.34K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 4.65% |
$250 - $300
|
45
$5.14K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 15.38% |
$250 - $300
|
15
$1.71K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 2.0% |
$250 - $300
|
102
$11.6K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 1.45% |
$125 - $150
|
70
$7.99K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 7.69% |
$125 - $150
|
14
$1.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 33.33% |
$125 - $150
|
4
$457
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 3.23% |
$125 - $150
|
32
$3.65K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
1+ 0.01% |
$125 - $150
|
12K
$1.37M
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 5.26% |
$125 - $150
|
18
$2.06K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.08% |
$125 - $150
|
1.24K
$141K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 0.4% |
$125 - $150
|
246
$28.1K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 33.33% |
$125 - $150
|
2
$228
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 6.45% |
$250 - $300
|
29
$3.31K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2- 0.19% |
$250 - $300
|
1.07K
$122K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.5% |
$250 - $300
|
131
$15K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- 0.28% |
$250 - $300
|
700
$79.9K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 0.17% |
$376 - $450
|
1.75K
$200K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 2.0% |
$376 - $450
|
147
$16.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 0.15% |
$376 - $450
|
1.98K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4- 0.09% |
$501 - $600
|
4.48K
$512K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-4Closed |
$501 - $600
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5- 1.4% |
$626 - $750
|
352
$40.2K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-7- 0.07% |
$877 - $1.05K
|
10.3K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7- 0.2% |
$877 - $1.05K
|
3.46K
$395K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-7- 22.58% |
$877 - $1.05K
|
24
$2.74K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8- 0.19% |
$1K - $1.2K
|
4.26K
$486K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 1.03% |
$1K - $1.2K
|
771
$88.1K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9- 0.05% |
$1.13K - $1.35K
|
19.7K
$2.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-11- 0.01% |
$1.38K - $1.65K
|
107K
$12.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12- 50.0% |
$1.5K - $1.8K
|
12
$1.37K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-14- 0.59% |
$1.75K - $2.1K
|
2.34K
$267K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-17- 4.63% |
$2.13K - $2.55K
|
350
$40K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-18- 0.82% |
$2.25K - $2.7K
|
2.17K
$248K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-19- 0.32% |
$2.38K - $2.85K
|
5.94K
$678K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 4.21% |
$2.38K - $2.85K
|
432
$49.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-20- 1.95% |
$2.5K - $3K
|
1K
$115K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-22- 0.43% |
$2.76K - $3.3K
|
5.06K
$578K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-24- 0.56% |
$3.01K - $3.6K
|
4.24K
$484K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 3.29% |
$3.13K - $3.75K
|
734
$83.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-28- 23.14% |
$3.51K - $4.2K
|
93
$10.6K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-29- 1.18% |
$3.63K - $4.35K
|
2.43K
$277K
|