Purchases and Sales Made in Q3 2023 in Dollar Tree, Inc. (DLTR)
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 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11+ 0.03% |
$1.15K - $1.7K
|
36.6K
$2.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10New |
$1.04K - $1.54K
|
10
$765
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8+ 9.52% |
$835 - $1.23K
|
92
$7.04K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
7New |
$731 - $1.08K
|
7
$535
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 10.91% |
$626 - $926
|
61
$4.66K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 8.33% |
$522 - $772
|
65
$4.97K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
5+ 0.15% |
$522 - $772
|
3.45K
$264K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 8.33% |
$522 - $772
|
65
$4.97K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4New |
$418 - $617
|
4
$306
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
4+ 0.71% |
$418 - $617
|
569
$43.5K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$418 - $617
|
4
$306
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4New |
$418 - $617
|
4
$306
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 8.89% |
$418 - $617
|
49
$3.75K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$313 - $463
|
3
$229
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 2.83% |
$313 - $463
|
109
$8.34K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 2.83% |
$313 - $463
|
109
$8.34K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
3New |
$313 - $463
|
3
$229
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$209 - $309
|
2
$153
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2New |
$209 - $309
|
2
$153
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$209 - $309
|
2
$153
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2+ 0.02% |
$209 - $309
|
9.62K
$736K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$104 - $154
|
1
$76.5
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1- 0.45% |
$104 - $154
|
222
$17K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.12% |
$104 - $154
|
864
$66.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-2- 66.67% |
$209 - $309
|
1
$76.5
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2- 0.39% |
$209 - $309
|
517
$39.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 23.53% |
$418 - $617
|
13
$994
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4- 9.3% |
$418 - $617
|
39
$2.98K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4- 11.76% |
$418 - $617
|
30
$2.29K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5- 0.16% |
$522 - $772
|
3.07K
$235K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 3.18% |
$522 - $772
|
152
$11.6K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5Closed |
$522 - $772
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 18.52% |
$522 - $772
|
22
$1.68K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 46.15% |
$626 - $926
|
7
$535
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-8- 28.57% |
$835 - $1.23K
|
20
$1.53K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 3.96% |
$940 - $1.39K
|
218
$16.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-12- 0.16% |
$1.25K - $1.85K
|
7.27K
$556K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 2.72% |
$1.36K - $2.01K
|
465
$35.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-14- 4.01% |
$1.46K - $2.16K
|
335
$25.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-18- 7.53% |
$1.88K - $2.78K
|
221
$16.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-18- 1.73% |
$1.88K - $2.78K
|
1.02K
$78.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18- 0.91% |
$1.88K - $2.78K
|
1.95K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-20- 1.28% |
$2.09K - $3.09K
|
1.54K
$118K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-20- 0.26% |
$2.09K - $3.09K
|
7.66K
$585K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-20- 36.36% |
$2.09K - $3.09K
|
35
$2.68K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-20- 44.44% |
$2.09K - $3.09K
|
25
$1.91K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20- 3.42% |
$2.09K - $3.09K
|
564
$43.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22Closed |
$2.3K - $3.4K
|
0
$0
|