Purchases and Sales Made in Q3 2023 in Dollar Tree, Inc. (DLTR)

DLTR Quotes by TradingView

This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q3 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
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
311
+ 13.63%
$32.5K - $48K
2.59K $187K
Nov 14, 2023 Q3 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
301
+ 0.71%
$31.4K - $46.5K
42.5K $3.06M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
290
+ 9.88%
$30.3K - $44.8K
3.23K $232K
Nov 14, 2023 Q3 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
283
+ 10.45%
$29.5K - $43.7K
2.99K $216K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
281
+ 6.25%
$29.3K - $43.4K
4.77K $344K
Nov 14, 2023 Q3 2023
Wahed Invest LLC

New York, NY
BUY
 -
252
+ 8.28%
$26.3K - $38.9K
3.3K $238K
Oct 30, 2023 Q3 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
252
+ 9.6%
$26.3K - $38.9K
2.88K $207K
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
248
New
$25.9K - $38.3K
248 $17.9K
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
241
New
$25.2K - $37.2K
241 $17.4K
Nov 02, 2023 Q3 2023
Lmcg Investments, LLC

Boston, MA
BUY
 -
227
+ 2.11%
$23.7K - $35K
11K $792K
Oct 27, 2023 Q3 2023
State Of Michigan Retirement System

BUY
 -
200
+ 0.35%
$20.9K - $30.9K
57.4K $4.13M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
155
New
$16.2K - $23.9K
155 $11.2K
Nov 03, 2023 Q3 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
134
+ 0.07%
$14K - $20.7K
186K $13.4M
Nov 13, 2023 Q3 2023
Bedell Frazier Investment Counseling, LLC

BUY
 -
129
+ 0.84%
$13.5K - $19.9K
15.5K $1.11M
Oct 24, 2023 Q3 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
120
New
$12.5K - $18.5K
120 $8.65K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
112
New
$11.7K - $17.3K
112 $8.07K
Nov 09, 2023 Q3 2023
1 St Source Bank

BUY
 -
106
+ 4.63%
$11.1K - $16.4K
2.4K $173K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
100
+ 33.33%
$10.4K - $15.4K
400 $28.8K
Nov 14, 2023 Q3 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
100
+ 0.28%
$10.4K - $15.4K
36K $2.59M
Oct 30, 2023 Q3 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
91
+ 0.48%
$9.5K - $14K
19K $1.37M
Nov 06, 2023 Q3 2023
Retirement Systems Of Alabama

BUY
 -
83
+ 0.18%
$8.67K - $12.8K
47.3K $3.41M
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
79
New
$8.25K - $12.2K
79 $5.69K
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
77
+ 1.49%
$8.04K - $11.9K
5.23K $377K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
70
+ 42.17%
$7.31K - $10.8K
236 $17K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
68
+ 29.18%
$7.1K - $10.5K
301 $21.7K
Oct 10, 2023 Q3 2023
Country Trust Bank

BUY
 -
67
New
$6.99K - $10.3K
67 $4.83K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
64
+ 4.1%
$6.68K - $9.88K
1.63K $117K
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
60
+ 3.45%
$6.26K - $9.26K
1.8K $130K
Nov 13, 2023 Q3 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
59
+ 10.83%
$6.16K - $9.11K
604 $43.5K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
55
+ 24.12%
$5.74K - $8.49K
283 $20.4K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
50
+ 0.48%
$5.22K - $7.72K
10.5K $759K
Nov 14, 2023 Q3 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
50
+ 0.76%
$5.22K - $7.72K
6.61K $476K
Nov 14, 2023 Q3 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
47
+ 10.4%
$4.91K - $7.25K
499 $36K
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
46
+ 0.06%
$4.8K - $7.1K
74.8K $5.39M
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
45
New
$4.7K - $6.94K
45 $3.24K
Nov 09, 2023 Q3 2023
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
41
+ 33.61%
$4.28K - $6.33K
163 $11.7K
Oct 10, 2023 Q3 2023
Confluence Investment Management LLC

BUY
 -
40
+ 0.03%
$4.18K - $6.17K
130K $9.36M
Oct 18, 2023 Q3 2023
Washington Trust CO

BUY
 -
36
+ 10.4%
$3.76K - $5.56K
382 $27.5K
Feb 15, 2024 Q3 2023
Westshore Wealth, LLC

BUY
 -
33
+ 1.53%
$3.45K - $5.09K
2.19K $158K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
31
+ 42.47%
$3.24K - $4.78K
104 $7.5K
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
30
+ 0.81%
$3.13K - $4.63K
3.73K $269K
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
29
+ 8.55%
$3.03K - $4.48K
368 $26.5K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
27
+ 8.94%
$2.82K - $4.17K
329 $23.7K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
27
+ 7.03%
$2.82K - $4.17K
411 $29.6K
Oct 27, 2023 Q3 2023
Veriti Management LLC

BUY
 -
25
+ 0.73%
$2.61K - $3.86K
3.44K $248K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
20
New
$2.09K - $3.09K
20 $1.44K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
14
+ 1.14%
$1.46K - $2.16K
1.24K $89.2K
Nov 01, 2023 Q3 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
13
+ 0.06%
$1.36K - $2.01K
21K $1.51M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
12
New
$1.25K - $1.85K
12 $865

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