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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-170- 5.42% |
$17.7K - $26.2K
|
2.97K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-171- 4.8% |
$17.9K - $26.4K
|
3.39K
$259K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-175- 2.86% |
$18.3K - $27K
|
5.95K
$455K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-176- 13.05% |
$18.4K - $27.2K
|
1.17K
$89.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-183- 5.97% |
$19.1K - $28.2K
|
2.88K
$220K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-193- 4.11% |
$20.1K - $29.8K
|
4.5K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-193- 0.29% |
$20.1K - $29.8K
|
67.2K
$5.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-194- 81.86% |
$20.3K - $29.9K
|
43
$3.29K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-199- 86.15% |
$20.8K - $30.7K
|
32
$2.45K
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 5.13% |
$20.9K - $30.9K
|
3.7K
$283K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-206- 3.64% |
$21.5K - $31.8K
|
5.46K
$417K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-233- 8.59% |
$24.3K - $36K
|
2.48K
$190K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-237- 8.7% |
$24.7K - $36.6K
|
2.49K
$190K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-240- 5.54% |
$25.1K - $37K
|
4.1K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-244- 3.16% |
$25.5K - $37.7K
|
7.48K
$572K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-246- 3.02% |
$25.7K - $38K
|
7.91K
$605K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-246- 2.25% |
$25.7K - $38K
|
10.7K
$819K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-246- 0.96% |
$25.7K - $38K
|
25.3K
$1.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-265- 3.88% |
$27.7K - $40.9K
|
6.57K
$502K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-282- 79.21% |
$29.4K - $43.5K
|
74
$5.66K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-291- 3.55% |
$30.4K - $44.9K
|
7.9K
$604K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-305- 78.81% |
$31.8K - $47.1K
|
82
$6.27K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-306- 7.04% |
$31.9K - $47.2K
|
4.04K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-311- 22.52% |
$32.5K - $48K
|
1.07K
$81.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-314- 3.34% |
$32.8K - $48.5K
|
9.1K
$696K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-329- 12.8% |
$34.3K - $50.8K
|
2.24K
$171K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-332- 8.54% |
$34.7K - $51.2K
|
3.55K
$272K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-334- 2.29% |
$34.9K - $51.5K
|
14.3K
$1.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-337- 14.43% |
$35.2K - $52K
|
2K
$153K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-340- 0.78% |
$35.5K - $52.5K
|
43.3K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-359- 8.37% |
$37.5K - $55.4K
|
3.93K
$300K
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-372- 2.84% |
$38.8K - $57.4K
|
12.7K
$974K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-388- 1.31% |
$40.5K - $59.9K
|
29.1K
$2.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-398- 3.12% |
$41.6K - $61.4K
|
12.3K
$944K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-399- 4.4% |
$41.7K - $61.6K
|
8.66K
$662K
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-400- 5.56% |
$41.8K - $61.7K
|
6.8K
$520K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-414- 4.47% |
$43.2K - $63.9K
|
8.86K
$677K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-426- 3.13% |
$44.5K - $65.7K
|
13.2K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-460- 11.63% |
$48K - $71K
|
3.5K
$267K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-463- 0.24% |
$48.3K - $71.5K
|
190K
$14.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-463- 11.58% |
$48.3K - $71.5K
|
3.53K
$270K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-464- 10.19% |
$48.4K - $71.6K
|
4.09K
$313K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-469- 39.75% |
$49K - $72.4K
|
711
$54.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-494- 14.24% |
$51.6K - $76.2K
|
2.98K
$228K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-504- 33.51% |
$52.6K - $77.8K
|
1K
$76.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-505- 3.02% |
$52.7K - $77.9K
|
16.2K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-589- 3.16% |
$61.5K - $90.9K
|
18.1K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-600- 7.0% |
$62.6K - $92.6K
|
7.97K
$609K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-606- 0.43% |
$63.3K - $93.5K
|
142K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-609- 2.03% |
$63.6K - $94K
|
29.3K
$2.24M
|