Purchases and Sales Made in Q2 2022 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
43New |
$5.5K - $7.49K
|
43
$3.14K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
42+ 18.58% |
$5.37K - $7.31K
|
268
$19.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
40+ 0.23% |
$5.12K - $6.96K
|
17.7K
$1.29M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
37+ 19.37% |
$4.73K - $6.44K
|
228
$16.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
35+ 129.63% |
$4.48K - $6.09K
|
62
$4.52K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
35+ 16.13% |
$4.48K - $6.09K
|
252
$18.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
34+ 57.63% |
$4.35K - $5.92K
|
93
$6.78K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
32New |
$4.09K - $5.57K
|
32
$2.33K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
32+ 177.78% |
$4.09K - $5.57K
|
50
$3.65K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
31New |
$3.96K - $5.4K
|
31
$2.26K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29+ 1.3% |
$3.71K - $5.05K
|
2.25K
$164K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
27+ 10.8% |
$3.45K - $4.7K
|
277
$20.2K
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
26+ 1.01% |
$3.32K - $4.53K
|
2.59K
$189K
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
25+ 16.13% |
$3.2K - $4.35K
|
180
$13.1K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
24New |
$3.07K - $4.18K
|
24
$1.75K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
24New |
$3.07K - $4.18K
|
24
$1.75K
|
|
|
Aug 05, 2022
Q2 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
23+ 3.56% |
$2.94K - $4K
|
669
$48.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22+ 146.67% |
$2.81K - $3.83K
|
37
$2.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
22+ 25.29% |
$2.81K - $3.83K
|
109
$7.95K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
22New |
$2.81K - $3.83K
|
22
$1.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
21+ 0.18% |
$2.69K - $3.66K
|
12K
$874K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
21+ 1.01% |
$2.69K - $3.66K
|
2.11K
$154K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
18+ 12.0% |
$2.3K - $3.13K
|
168
$12.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.24% |
$2.17K - $2.96K
|
7.07K
$516K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
15New |
$1.92K - $2.61K
|
15
$1.09K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 20.75% |
$1.41K - $1.91K
|
64
$4.67K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
11+ 14.47% |
$1.41K - $1.91K
|
87
$6.35K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 20.0% |
$1.02K - $1.39K
|
48
$3.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 1.64% |
$1.02K - $1.39K
|
497
$36.3K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
8+ 0.17% |
$1.02K - $1.39K
|
4.83K
$352K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8New |
$1.02K - $1.39K
|
8
$584
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$895 - $1.22K
|
7
$511
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6+ 0.05% |
$767 - $1.04K
|
13.3K
$970K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
6+ 0.4% |
$767 - $1.04K
|
1.5K
$109K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 18.52% |
$639 - $870
|
32
$2.33K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$639 - $870
|
5
$365
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5New |
$639 - $870
|
5
$365
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$512 - $696
|
1.71K
$125K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4+ 0.31% |
$512 - $696
|
1.3K
$94.7K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 1.05% |
$128 - $174
|
96
$7K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$128 - $174
|
2
$146
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$128 - $174
|
1
$72.9
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1+ 0.07% |
$128 - $174
|
1.36K
$98.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 10.0% |
$128 - $174
|
11
$802
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 3.57% |
$128 - $174
|
27
$1.97K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 10.0% |
$256 - $348
|
18
$1.31K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2- 3.7% |
$256 - $348
|
52
$3.79K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4- 13.33% |
$512 - $696
|
26
$1.9K
|