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 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 2.24% |
$1.14K - $1.5K
|
480
$36.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-11- 37.93% |
$1.14K - $1.5K
|
18
$1.38K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11- 0.14% |
$1.14K - $1.5K
|
7.94K
$607K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 8.4% |
$1.14K - $1.5K
|
120
$9.18K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-17- 70.83% |
$1.76K - $2.31K
|
7
$535
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-20- 0.92% |
$2.07K - $2.72K
|
2.15K
$164K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-20- 10.58% |
$2.07K - $2.72K
|
169
$12.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-21- 36.84% |
$2.17K - $2.85K
|
36
$2.75K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-23- 0.24% |
$2.38K - $3.13K
|
9.49K
$726K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-23- 0.08% |
$2.38K - $3.13K
|
30.3K
$2.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-27- 20.93% |
$2.79K - $3.67K
|
102
$7.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-27- 67.5% |
$2.79K - $3.67K
|
13
$994
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-29- 0.6% |
$3K - $3.94K
|
4.8K
$367K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-33- 18.75% |
$3.41K - $4.49K
|
143
$10.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-33- 14.47% |
$3.41K - $4.49K
|
195
$14.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35- 1.05% |
$3.62K - $4.76K
|
3.3K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-38- 0.8% |
$3.93K - $5.16K
|
4.69K
$358K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 2.64% |
$4.14K - $5.44K
|
1.47K
$113K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-41- 62.12% |
$4.24K - $5.57K
|
25
$1.91K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-42- 1.81% |
$4.34K - $5.71K
|
2.27K
$174K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-42- 0.53% |
$4.34K - $5.71K
|
7.86K
$601K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-46- 1.46% |
$4.76K - $6.25K
|
3.1K
$237K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-47- 0.46% |
$4.86K - $6.39K
|
10.1K
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-47- 33.33% |
$4.86K - $6.39K
|
94
$7.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-49- 1.44% |
$5.07K - $6.66K
|
3.36K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-50- 0.72% |
$5.17K - $6.8K
|
6.87K
$525K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-51- 3.37% |
$5.27K - $6.93K
|
1.46K
$112K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-58- 0.72% |
$6K - $7.88K
|
8K
$611K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60- 3.43% |
$6.21K - $8.15K
|
1.69K
$129K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-60- 32.43% |
$6.21K - $8.15K
|
125
$9.56K
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-63- 0.3% |
$6.52K - $8.56K
|
20.9K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-65- 0.23% |
$6.72K - $8.83K
|
28.8K
$2.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-70- 1.65% |
$7.24K - $9.51K
|
4.17K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-71- 3.11% |
$7.34K - $9.65K
|
2.21K
$169K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-75- 13.3% |
$7.76K - $10.2K
|
489
$37.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-90- 4.53% |
$9.31K - $12.2K
|
1.9K
$145K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-91- 3.02% |
$9.41K - $12.4K
|
2.92K
$223K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-94- 1.3% |
$9.72K - $12.8K
|
7.12K
$545K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-95- 50.0% |
$9.83K - $12.9K
|
95
$7.26K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-97- 9.67% |
$10K - $13.2K
|
906
$69.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-100- 6.25% |
$10.3K - $13.6K
|
1.5K
$115K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.34% |
$10.3K - $13.6K
|
29K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-103- 0.66% |
$10.7K - $14K
|
15.6K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-103- 13.36% |
$10.7K - $14K
|
668
$51.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-118- 0.88% |
$12.2K - $16K
|
13.3K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-122- 14.9% |
$12.6K - $16.6K
|
697
$53.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-142- 6.34% |
$14.7K - $19.3K
|
2.1K
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-146- 2.14% |
$15.1K - $19.8K
|
6.68K
$511K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-150- 14.52% |
$15.5K - $20.4K
|
883
$67.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-150- 6.67% |
$15.5K - $20.4K
|
2.1K
$161K
|