Purchases and Sales Made in Q2 2024 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25+ 0.65% |
$2.59K - $3.4K
|
3.86K
$278K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
24+ 23.76% |
$2.48K - $3.26K
|
125
$9.01K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.06% |
$2.38K - $3.13K
|
41.7K
$3M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 35.19% |
$1.97K - $2.58K
|
73
$5.26K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
18+ 0.81% |
$1.86K - $2.45K
|
2.24K
$161K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
16New |
$1.65K - $2.17K
|
16
$1.15K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15+ 25.0% |
$1.55K - $2.04K
|
75
$5.41K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
14New |
$1.45K - $1.9K
|
14
$1.01K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13New |
$1.34K - $1.77K
|
13
$937
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
12New |
$1.24K - $1.63K
|
12
$865
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12+ 0.01% |
$1.24K - $1.63K
|
178K
$12.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12New |
$1.24K - $1.63K
|
12
$865
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11New |
$1.14K - $1.5K
|
11
$793
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 13.89% |
$1.03K - $1.36K
|
82
$5.91K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
7+ 3.38% |
$724 - $951
|
214
$15.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6+ 1.44% |
$621 - $815
|
422
$30.4K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 9.23% |
$621 - $815
|
71
$5.12K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 33.33% |
$517 - $680
|
20
$1.44K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5New |
$517 - $680
|
5
$360
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
5New |
$517 - $680
|
5
$360
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 11.54% |
$310 - $408
|
29
$2.09K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3+ 16.67% |
$310 - $408
|
21
$1.51K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.15% |
$310 - $408
|
1.99K
$143K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.04% |
$310 - $408
|
292
$21K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2New |
$207 - $272
|
2
$144
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2New |
$207 - $272
|
2
$144
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1New |
$103 - $136
|
1
$72.1
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 3.33% |
$103 - $136
|
31
$2.23K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1+ 0.05% |
$103 - $136
|
2.14K
$155K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.23% |
$103 - $136
|
433
$31.2K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 1.36% |
$207 - $272
|
145
$10.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 14.29% |
$207 - $272
|
12
$865
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 20.0% |
$207 - $272
|
8
$577
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 4.44% |
$207 - $272
|
43
$3.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3- 37.5% |
$310 - $408
|
5
$360
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4- 40.0% |
$414 - $544
|
6
$432
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4- 0.18% |
$414 - $544
|
2.23K
$161K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 3.64% |
$414 - $544
|
106
$7.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-5- 45.45% |
$517 - $680
|
6
$432
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 2.03% |
$517 - $680
|
241
$17.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-6- 0.08% |
$621 - $815
|
7.64K
$551K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 8.11% |
$621 - $815
|
68
$4.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7- 7.0% |
$724 - $951
|
93
$6.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7- 0.07% |
$724 - $951
|
10.7K
$771K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8- 8.7% |
$827 - $1.09K
|
84
$6.05K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-8- 40.0% |
$827 - $1.09K
|
12
$865
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 38.46% |
$1.03K - $1.36K
|
16
$1.15K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 12.82% |
$1.03K - $1.36K
|
68
$4.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 28.21% |
$1.14K - $1.5K
|
28
$2.02K
|