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 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-29- 48.33% |
$3.63K - $4.35K
|
31
$3.54K
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-36- 1.56% |
$4.51K - $5.4K
|
2.27K
$259K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-37- 1.31% |
$4.63K - $5.55K
|
2.79K
$319K
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-37- 14.98% |
$4.63K - $5.55K
|
210
$24K
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-37- 1.47% |
$4.63K - $5.55K
|
2.48K
$283K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-37- 2.12% |
$4.63K - $5.55K
|
1.71K
$195K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-38- 20.21% |
$4.76K - $5.7K
|
150
$17.1K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-40- 66.67% |
$5.01K - $6K
|
20
$2.28K
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-43- 1.5% |
$5.38K - $6.45K
|
2.83K
$323K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-44- 2.32% |
$5.51K - $6.6K
|
1.86K
$212K
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-46- 2.65% |
$5.76K - $6.9K
|
1.69K
$193K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-46- 5.28% |
$5.76K - $6.9K
|
825
$94.2K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-48- 0.73% |
$6.01K - $7.2K
|
6.57K
$750K
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-50- 2.17% |
$6.26K - $7.5K
|
2.25K
$257K
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-50- 2.23% |
$6.26K - $7.5K
|
2.19K
$250K
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-52- 1.07% |
$6.51K - $7.8K
|
4.82K
$551K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-53- 12.74% |
$6.64K - $7.95K
|
363
$41.5K
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-53- 2.46% |
$6.64K - $7.95K
|
2.11K
$240K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-54- 18.56% |
$6.76K - $8.1K
|
237
$27.1K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-56- 0.67% |
$7.01K - $8.4K
|
8.27K
$945K
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-57- 75.0% |
$7.14K - $8.55K
|
19
$2.17K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64- 4.05% |
$8.01K - $9.6K
|
1.52K
$173K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-68- 25.28% |
$8.52K - $10.2K
|
201
$23K
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-70- 0.94% |
$8.77K - $10.5K
|
7.38K
$843K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-70- 3.39% |
$8.77K - $10.5K
|
2K
$228K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-73- 3.93% |
$9.14K - $11K
|
1.78K
$204K
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-75- 3.61% |
$9.39K - $11.3K
|
2K
$229K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-75- 2.3% |
$9.39K - $11.3K
|
3.19K
$364K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 0.96% |
$9.39K - $11.3K
|
7.77K
$887K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-85- 1.96% |
$10.6K - $12.8K
|
4.26K
$487K
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-85- 3.79% |
$10.6K - $12.8K
|
2.16K
$246K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-90- 60.81% |
$11.3K - $13.5K
|
58
$6.62K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-90- 1.87% |
$11.3K - $13.5K
|
4.73K
$540K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-92- 22.28% |
$11.5K - $13.8K
|
321
$36.7K
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-95- 5.05% |
$11.9K - $14.3K
|
1.79K
$204K
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-96- 0.46% |
$12K - $14.4K
|
20.7K
$2.37M
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-98- 4.16% |
$12.3K - $14.7K
|
2.26K
$258K
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-100- 3.37% |
$12.5K - $15K
|
2.87K
$327K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 25.0% |
$12.5K - $15K
|
300
$34.3K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100- 1.77% |
$12.5K - $15K
|
5.53K
$632K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-101- 3.39% |
$12.6K - $15.2K
|
2.87K
$328K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-106- 1.3% |
$13.3K - $15.9K
|
8.05K
$920K
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-118- 1.65% |
$14.8K - $17.7K
|
7.05K
$805K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-121- 11.39% |
$15.2K - $18.2K
|
941
$107K
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-129- 6.01% |
$16.2K - $19.4K
|
2.02K
$230K
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-138- 3.23% |
$17.3K - $20.7K
|
4.14K
$473K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 57.69% |
$18.8K - $22.5K
|
110
$12.6K
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-150- 3.33% |
$18.8K - $22.5K
|
4.36K
$498K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-159- 1.87% |
$19.9K - $23.9K
|
8.35K
$953K
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-189- 0.52% |
$23.7K - $28.4K
|
36.4K
$4.16M
|