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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.34% |
$2.85K - $3.53K
|
6.56K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20+ 1.3% |
$2.59K - $3.21K
|
1.56K
$114K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18New |
$2.33K - $2.89K
|
18
$1.32K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
16+ 1.01% |
$2.07K - $2.57K
|
1.61K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
15+ 0.67% |
$1.94K - $2.41K
|
2.27K
$166K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 3.24% |
$1.94K - $2.41K
|
478
$35.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14+ 0.65% |
$1.81K - $2.25K
|
2.18K
$160K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
13+ 3.48% |
$1.68K - $2.09K
|
387
$28.4K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13+ 41.94% |
$1.68K - $2.09K
|
44
$3.23K
|
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
12+ 0.05% |
$1.55K - $1.93K
|
23K
$1.69M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 3.67% |
$1.55K - $1.93K
|
339
$24.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
12+ 0.08% |
$1.55K - $1.93K
|
14.2K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
12+ 0.13% |
$1.55K - $1.93K
|
8.92K
$655K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 8.77% |
$1.3K - $1.61K
|
124
$9.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 4.35% |
$1.3K - $1.61K
|
240
$17.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
9+ 36.0% |
$1.17K - $1.45K
|
34
$2.49K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
8New |
$1.04K - $1.29K
|
8
$587
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 114.29% |
$1.04K - $1.29K
|
15
$1.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
8New |
$1.04K - $1.29K
|
8
$587
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
7+ 0.26% |
$907 - $1.12K
|
2.71K
$199K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 85.71% |
$777 - $964
|
13
$954
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 3.53% |
$777 - $964
|
176
$12.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
5+ 1.47% |
$648 - $803
|
346
$25.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
4+ 0.01% |
$518 - $643
|
29.5K
$2.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 4.92% |
$389 - $482
|
64
$4.69K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
3New |
$389 - $482
|
3
$220
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3+ 0.28% |
$389 - $482
|
1.09K
$80.2K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 3.77% |
$259 - $321
|
55
$4.03K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.4% |
$130 - $161
|
249
$18.3K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.04% |
$130 - $161
|
2.26K
$166K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 7.14% |
$259 - $321
|
26
$1.91K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 10.53% |
$259 - $321
|
17
$1.25K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2- 0.04% |
$259 - $321
|
5.6K
$411K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.16% |
$259 - $321
|
1.22K
$89.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2- 2.67% |
$259 - $321
|
73
$5.35K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 1.96% |
$389 - $482
|
150
$11K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 12.9% |
$518 - $643
|
27
$1.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 36.36% |
$518 - $643
|
7
$513
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4- 0.73% |
$518 - $643
|
545
$40K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5- 0.26% |
$648 - $803
|
1.93K
$141K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 3.88% |
$648 - $803
|
124
$9.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6- 0.09% |
$777 - $964
|
6.74K
$495K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-7- 1.33% |
$907 - $1.12K
|
519
$38.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7- 0.3% |
$907 - $1.12K
|
2.34K
$172K
|
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-7- 0.02% |
$907 - $1.12K
|
46.4K
$3.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8- 0.17% |
$1.04K - $1.29K
|
4.67K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-10- 0.45% |
$1.3K - $1.61K
|
2.22K
$163K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-10- 7.58% |
$1.3K - $1.61K
|
122
$8.95K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10- 0.52% |
$1.3K - $1.61K
|
1.9K
$139K
|