Purchases and Sales Made in Q3 2024 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
270+ 78.95% |
$17.2K - $29K
|
612
$44.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
262+ 9.16% |
$16.7K - $28.1K
|
3.12K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
240New |
$15.3K - $25.8K
|
240
$17.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
230+ 46.75% |
$14.6K - $24.7K
|
722
$52K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
210New |
$13.3K - $22.5K
|
210
$15.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
200+ 135.14% |
$12.7K - $21.5K
|
348
$25.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200+ 200.0% |
$12.7K - $21.5K
|
300
$21.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
200+ 12.5% |
$12.7K - $21.5K
|
1.8K
$130K
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
200+ 6.56% |
$12.7K - $21.5K
|
3.25K
$234K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
172+ 860.0% |
$10.9K - $18.5K
|
192
$13.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
171+ 2.14% |
$10.9K - $18.4K
|
8.15K
$587K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
171+ 0.56% |
$10.9K - $18.4K
|
30.4K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
169+ 4.96% |
$10.7K - $18.1K
|
3.57K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
149+ 1.75% |
$9.47K - $16K
|
8.65K
$623K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
133New |
$8.45K - $14.3K
|
133
$9.59K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
132+ 0.06% |
$8.39K - $14.2K
|
216K
$15.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
131+ 1.82% |
$8.33K - $14.1K
|
7.33K
$528K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
100New |
$6.36K - $10.7K
|
100
$7.21K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
96+ 7.07% |
$6.1K - $10.3K
|
1.45K
$105K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
96+ 94.12% |
$6.1K - $10.3K
|
198
$14.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
93+ 14.95% |
$5.91K - $9.98K
|
715
$51.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
90+ 2.73% |
$5.72K - $9.66K
|
3.39K
$244K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
85New |
$5.4K - $9.13K
|
85
$6.13K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
77+ 14.39% |
$4.89K - $8.27K
|
612
$44.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
63+ 11.13% |
$4K - $6.76K
|
629
$45.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 9.44% |
$3.94K - $6.66K
|
719
$51.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
54+ 0.38% |
$3.43K - $5.8K
|
14.2K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
54New |
$3.43K - $5.8K
|
54
$3.89K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
50New |
$3.18K - $5.37K
|
50
$3.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
50+ 4.54% |
$3.18K - $5.37K
|
1.15K
$83K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
50+ 100.0% |
$3.18K - $5.37K
|
100
$7.21K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
48New |
$3.05K - $5.15K
|
48
$3.46K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
47+ 5.18% |
$2.99K - $5.05K
|
955
$68.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
45New |
$2.86K - $4.83K
|
45
$3.24K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
44+ 3.56% |
$2.8K - $4.72K
|
1.28K
$92.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
40New |
$2.54K - $4.29K
|
40
$2.88K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
38+ 0.71% |
$2.42K - $4.08K
|
5.41K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
34+ 109.68% |
$2.16K - $3.65K
|
65
$4.68K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
30+ 0.32% |
$1.91K - $3.22K
|
9.52K
$686K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
29+ 5.37% |
$1.84K - $3.11K
|
569
$41K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
25New |
$1.59K - $2.68K
|
25
$1.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
24New |
$1.53K - $2.58K
|
24
$1.73K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23New |
$1.46K - $2.47K
|
23
$1.66K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23+ 115.0% |
$1.46K - $2.47K
|
43
$3.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
21New |
$1.33K - $2.25K
|
21
$1.51K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
17+ 2.44% |
$1.08K - $1.83K
|
714
$51.5K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13New |
$826 - $1.4K
|
13
$937
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 250.0% |
$636 - $1.07K
|
14
$1.01K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
9+ 21.95% |
$572 - $966
|
50
$3.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
9+ 0.29% |
$572 - $966
|
3.11K
$224K
|