Purchases and Sales Made in Q4 2022 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
500New |
$68K - $84.4K
|
500
$36.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
493New |
$67.1K - $83.2K
|
493
$36K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
475New |
$64.6K - $80.2K
|
475
$34.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
457+ 6.84% |
$62.2K - $77.2K
|
7.14K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
450+ 11.32% |
$61.2K - $76K
|
4.43K
$323K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
448+ 1.1% |
$61K - $75.6K
|
41.1K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
447+ 0.04% |
$60.8K - $75.5K
|
1.22M
$88.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
428+ 10.49% |
$58.2K - $72.3K
|
4.51K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
406New |
$55.2K - $68.5K
|
406
$29.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
403+ 24.42% |
$54.8K - $68K
|
2.05K
$150K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
399+ 3.21% |
$54.3K - $67.4K
|
12.8K
$935K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
375+ 2.61% |
$51K - $63.3K
|
14.8K
$1.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
369+ 6.6% |
$50.2K - $62.3K
|
5.96K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
362+ 15.26% |
$49.3K - $61.1K
|
2.73K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
358+ 21.84% |
$48.7K - $60.4K
|
2K
$146K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
350+ 10.03% |
$47.6K - $59.1K
|
3.84K
$280K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
350+ 2.14% |
$47.6K - $59.1K
|
16.7K
$1.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
349+ 2.36% |
$47.5K - $58.9K
|
15.1K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
341+ 2.95% |
$46.4K - $57.6K
|
11.9K
$867K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
335+ 0.83% |
$45.6K - $56.6K
|
40.5K
$2.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
307+ 110.04% |
$41.8K - $51.8K
|
586
$42.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
301+ 19.56% |
$41K - $50.8K
|
1.84K
$134K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
288+ 14.2% |
$39.2K - $48.6K
|
2.32K
$169K
|
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
288+ 35.04% |
$39.2K - $48.6K
|
1.11K
$81K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
266+ 604.55% |
$36.2K - $44.9K
|
310
$22.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
250+ 24.93% |
$34K - $42.2K
|
1.25K
$91.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
240+ 2.88% |
$32.7K - $40.5K
|
8.56K
$624K
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
232+ 1.63% |
$31.6K - $39.2K
|
14.5K
$1.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Jlb & Associates Inc
|
BUY
|
- |
224+ 0.37% |
$30.5K - $37.8K
|
61.2K
$4.46M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
209+ 5.81% |
$28.4K - $35.3K
|
3.81K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$27.2K - $33.8K
|
200
$14.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
199+ 189.52% |
$27.1K - $33.6K
|
304
$22.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
198New |
$26.9K - $33.4K
|
198
$14.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
190+ 6.8% |
$25.9K - $32.1K
|
2.99K
$218K
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
187+ 1.16% |
$25.4K - $31.6K
|
16.3K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
185New |
$25.2K - $31.2K
|
185
$13.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
185+ 0.63% |
$25.2K - $31.2K
|
29.3K
$2.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
183+ 3.47% |
$24.9K - $30.9K
|
5.46K
$398K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
181+ 905.0% |
$24.6K - $30.6K
|
201
$14.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
175+ 9.73% |
$23.8K - $29.5K
|
1.97K
$144K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
162+ 0.42% |
$22K - $27.4K
|
39K
$2.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
158New |
$21.5K - $26.7K
|
158
$11.5K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
155+ 1.68% |
$21.1K - $26.2K
|
9.36K
$683K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
153+ 6.87% |
$20.8K - $25.8K
|
2.38K
$174K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
143New |
$19.5K - $24.1K
|
143
$10.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
143+ 8.36% |
$19.5K - $24.1K
|
1.85K
$135K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
143+ 4.51% |
$19.5K - $24.1K
|
3.31K
$242K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
142+ 60.94% |
$19.3K - $24K
|
375
$27.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
139+ 3.68% |
$18.9K - $23.5K
|
3.91K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
137+ 8.74% |
$18.6K - $23.1K
|
1.71K
$124K
|