Purchases and Sales Made in Q1 2025 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q1 2025. 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 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
107New |
$6.63K - $8.23K
|
107
$12.2K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
98+ 2.62% |
$6.07K - $7.54K
|
3.84K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
80New |
$4.95K - $6.16K
|
80
$9.14K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
79+ 0.16% |
$4.89K - $6.08K
|
50.4K
$5.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
76+ 1.19% |
$4.71K - $5.85K
|
6.44K
$736K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
73New |
$4.52K - $5.62K
|
73
$8.34K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
71+ 443.75% |
$4.4K - $5.46K
|
87
$9.94K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
69+ 1.8% |
$4.27K - $5.31K
|
3.9K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
67+ 13.29% |
$4.15K - $5.16K
|
571
$65.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
62+ 2.01% |
$3.84K - $4.77K
|
3.15K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
58New |
$3.59K - $4.46K
|
58
$6.62K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
54+ 200.0% |
$3.34K - $4.16K
|
81
$9.25K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
52+ 44.83% |
$3.22K - $4K
|
168
$19.2K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
51+ 106.25% |
$3.16K - $3.92K
|
99
$11.3K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
51+ 0.97% |
$3.16K - $3.92K
|
5.29K
$604K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
50New |
$3.1K - $3.85K
|
50
$5.71K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
50New |
$3.1K - $3.85K
|
50
$5.71K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
49+ 11.56% |
$3.03K - $3.77K
|
473
$54K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
44+ 1100.0% |
$2.72K - $3.39K
|
48
$5.48K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
41New |
$2.54K - $3.15K
|
41
$4.68K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
39+ 3900.0% |
$2.41K - $3K
|
40
$4.57K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
39+ 34.21% |
$2.41K - $3K
|
153
$17.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
38+ 1.03% |
$2.35K - $2.92K
|
3.73K
$426K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
36+ 6.16% |
$2.23K - $2.77K
|
620
$70.8K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
35New |
$2.17K - $2.69K
|
35
$4K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
34New |
$2.11K - $2.62K
|
34
$3.88K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34+ 5.42% |
$2.11K - $2.62K
|
661
$75.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
24+ 30.77% |
$1.49K - $1.85K
|
102
$11.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24New |
$1.49K - $1.85K
|
24
$2.74K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
22+ 0.61% |
$1.36K - $1.69K
|
3.62K
$413K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 27.27% |
$1.3K - $1.62K
|
98
$11.2K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17+ 26.98% |
$1.05K - $1.31K
|
80
$9.14K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14+ 2.11% |
$867 - $1.08K
|
679
$77.5K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13New |
$805 - $1K
|
13
$1.48K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
13+ 25.49% |
$805 - $1K
|
64
$7.31K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.19% |
$743 - $923
|
6.43K
$734K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 6.42% |
$743 - $923
|
199
$22.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10+ 500.0% |
$619 - $770
|
12
$1.37K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.06% |
$619 - $770
|
17.4K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$495 - $616
|
8
$914
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 26.92% |
$433 - $539
|
33
$3.77K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7+ 77.78% |
$433 - $539
|
16
$1.83K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 1.39% |
$433 - $539
|
512
$58.5K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 7.45% |
$433 - $539
|
101
$11.5K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 6.03% |
$433 - $539
|
123
$14K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 66.67% |
$372 - $462
|
15
$1.71K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 3.05% |
$372 - $462
|
203
$23.2K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
5+ 250.0% |
$310 - $385
|
7
$799
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 2.22% |
$310 - $385
|
230
$26.3K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4New |
$248 - $308
|
4
$457
|