Purchases and Sales Made in Q3 2022 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
143+ 6.42% |
$19.4K - $24.8K
|
2.37K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
142+ 16.49% |
$19.3K - $24.6K
|
1K
$73.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
142New |
$19.3K - $24.6K
|
142
$10.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
133+ 0.45% |
$18K - $23.1K
|
29.9K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
130+ 0.5% |
$17.6K - $22.5K
|
26.3K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
121+ 1.01% |
$16.4K - $21K
|
12.1K
$881K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
118+ 1.64% |
$16K - $20.5K
|
7.3K
$532K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
113+ 7.08% |
$15.3K - $19.6K
|
1.71K
$125K
|
|
|
Oct 21, 2022
Q3 2022
|
Cardinal Capital Management
|
BUY
|
- |
110+ 0.35% |
$14.9K - $19.1K
|
31.9K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
107+ 4.13% |
$14.5K - $18.5K
|
2.7K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
105New |
$14.2K - $18.2K
|
105
$7.66K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
101+ 0.56% |
$13.7K - $17.5K
|
18.2K
$1.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
97+ 3.11% |
$13.2K - $16.8K
|
3.21K
$234K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
91+ 0.77% |
$12.3K - $15.8K
|
11.9K
$867K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
90+ 5.89% |
$12.2K - $15.6K
|
1.62K
$118K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
86+ 3.41% |
$11.7K - $14.9K
|
2.61K
$190K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
84+ 24.0% |
$11.4K - $14.6K
|
434
$31.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
84+ 11.48% |
$11.4K - $14.6K
|
816
$59.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
84+ 4.38% |
$11.4K - $14.6K
|
2K
$146K
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
83+ 5.92% |
$11.3K - $14.4K
|
1.49K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
82+ 0.45% |
$11.1K - $14.2K
|
18.2K
$1.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
79+ 9.25% |
$10.7K - $13.7K
|
933
$68.1K
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
78+ 1.84% |
$10.6K - $13.5K
|
4.32K
$315K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
73+ 1.15% |
$9.9K - $12.7K
|
6.43K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
67+ 6700.0% |
$9.09K - $11.6K
|
68
$4.96K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
65+ 1.84% |
$8.82K - $11.3K
|
3.6K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
61+ 0.39% |
$8.28K - $10.6K
|
15.6K
$1.14M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
56+ 1.06% |
$7.6K - $9.71K
|
5.34K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
55+ 1.05% |
$7.46K - $9.53K
|
5.29K
$386K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55+ 13.29% |
$7.46K - $9.53K
|
469
$34.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49+ 6.44% |
$6.65K - $8.49K
|
810
$59.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
44New |
$5.97K - $7.63K
|
44
$3.21K
|
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
44+ 0.05% |
$5.97K - $7.63K
|
94.7K
$6.9M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
42+ 1.71% |
$5.7K - $7.28K
|
2.5K
$182K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
42+ 1.71% |
$5.7K - $7.28K
|
2.5K
$182K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
41+ 0.24% |
$5.56K - $7.11K
|
17K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36+ 27.69% |
$4.88K - $6.24K
|
166
$12.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
35+ 1.27% |
$4.75K - $6.07K
|
2.8K
$204K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
33+ 1.93% |
$4.48K - $5.72K
|
1.74K
$127K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
31+ 1.66% |
$4.21K - $5.37K
|
1.89K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
30New |
$4.07K - $5.2K
|
30
$2.19K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
30+ 13.16% |
$4.07K - $5.2K
|
258
$18.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 5.63% |
$3.8K - $4.85K
|
525
$38.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28+ 22.4% |
$3.8K - $4.85K
|
153
$11.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27New |
$3.66K - $4.68K
|
27
$1.97K
|
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
25+ 0.07% |
$3.39K - $4.33K
|
35.6K
$2.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
25+ 1.49% |
$3.39K - $4.33K
|
1.7K
$124K
|
|
|
Oct 20, 2022
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
25+ 0.07% |
$3.39K - $4.33K
|
35.6K
$2.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
22New |
$2.98K - $3.81K
|
22
$1.6K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
20New |
$2.71K - $3.47K
|
20
$1.46K
|