Purchases and Sales Made in Q2 2023 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q2 2023. 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 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.02K+ 7.33% |
$132K - $163K
|
14.9K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.01K+ 49.13% |
$131K - $163K
|
3.08K
$227K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
1K+ 27.75% |
$130K - $161K
|
4.61K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
992+ 1.07% |
$129K - $159K
|
93.9K
$6.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
915+ 13.69% |
$119K - $147K
|
7.6K
$561K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
872+ 8.89% |
$113K - $140K
|
10.7K
$788K
|
|
|
Jul 20, 2023
Q2 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
869+ 0.84% |
$113K - $140K
|
105K
$7.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
842+ 3.17% |
$109K - $135K
|
27.4K
$2.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
824+ 4.64% |
$107K - $132K
|
18.6K
$1.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
783+ 1477.36% |
$101K - $126K
|
836
$61.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
753+ 3.98% |
$97.6K - $121K
|
19.7K
$1.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
710+ 11.43% |
$92K - $114K
|
6.92K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
678+ 13.06% |
$87.8K - $109K
|
5.87K
$433K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
672+ 26.88% |
$87.1K - $108K
|
3.17K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
654+ 15.5% |
$84.7K - $105K
|
4.87K
$359K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
642+ 5.6% |
$83.2K - $103K
|
12.1K
$893K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
628+ 3.45% |
$81.4K - $101K
|
18.8K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
604+ 5.04% |
$78.3K - $97.1K
|
12.6K
$928K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
603+ 2.37% |
$78.1K - $96.9K
|
26K
$1.92M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
589+ 1.81% |
$76.3K - $94.6K
|
33.1K
$2.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
587+ 1.76% |
$76.1K - $94.3K
|
34K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
578+ 6.48% |
$74.9K - $92.9K
|
9.49K
$700K
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
553+ 13.31% |
$71.6K - $88.9K
|
4.71K
$347K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
551+ 2.98% |
$71.4K - $88.5K
|
19K
$1.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
542+ 18.06% |
$70.2K - $87.1K
|
3.54K
$261K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
540New |
$70K - $86.8K
|
540
$39.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
509+ 17.19% |
$65.9K - $81.8K
|
3.47K
$256K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
504+ 87.05% |
$65.3K - $81K
|
1.08K
$79.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
503+ 2.84% |
$65.2K - $80.8K
|
18.2K
$1.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
472+ 12.1% |
$61.2K - $75.8K
|
4.37K
$322K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
467+ 9.94% |
$60.5K - $75K
|
5.16K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
452New |
$58.6K - $72.6K
|
452
$33.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
450+ 3.42% |
$58.3K - $72.3K
|
13.6K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
441+ 16.94% |
$57.1K - $70.9K
|
3.04K
$225K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
427+ 18.93% |
$55.3K - $68.6K
|
2.68K
$198K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
421New |
$54.5K - $67.6K
|
421
$31.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
400+ 25.51% |
$51.8K - $64.3K
|
1.97K
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
330+ 18.3% |
$42.8K - $53K
|
2.13K
$157K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
325+ 6.74% |
$42.1K - $52.2K
|
5.15K
$380K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
317New |
$41.1K - $50.9K
|
317
$23.4K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 3.07% |
$38.9K - $48.2K
|
10.1K
$742K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
293+ 6.95% |
$38K - $47.1K
|
4.51K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
285+ 6.77% |
$36.9K - $45.8K
|
4.49K
$331K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
279+ 1.7% |
$36.1K - $44.8K
|
16.7K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
254+ 0.59% |
$32.9K - $40.8K
|
43.6K
$3.22M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
252+ 1.28% |
$32.6K - $40.5K
|
20K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
240+ 8.89% |
$31.1K - $38.6K
|
2.94K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
236+ 12.9% |
$30.6K - $37.9K
|
2.07K
$152K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
232+ 1.69% |
$30.1K - $37.3K
|
13.9K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
230+ 0.46% |
$29.8K - $37K
|
50.2K
$3.7M
|