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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
139+ 3.68% |
$18.9K - $23.5K
|
3.91K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
137+ 8.74% |
$18.6K - $23.1K
|
1.71K
$154K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
131+ 2.69% |
$17.8K - $22.1K
|
5.01K
$452K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
123+ 6.18% |
$16.7K - $20.8K
|
2.11K
$191K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
121+ 3.84% |
$16.5K - $20.4K
|
3.27K
$295K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
117New |
$15.9K - $19.8K
|
117
$10.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
117+ 2.32% |
$15.9K - $19.8K
|
5.16K
$465K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
105+ 0.43% |
$14.3K - $17.7K
|
24.6K
$2.22M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
103New |
$14K - $17.4K
|
103
$9.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
102New |
$13.9K - $17.2K
|
102
$9.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
95+ 4.1% |
$12.9K - $16K
|
2.41K
$218K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
92+ 5.69% |
$12.5K - $15.5K
|
1.71K
$154K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
91+ 827.27% |
$12.4K - $15.4K
|
102
$9.21K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
88+ 366.67% |
$12K - $14.9K
|
112
$10.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
86+ 3.3% |
$11.7K - $14.5K
|
2.69K
$243K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
82New |
$11.2K - $13.8K
|
82
$7.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
80+ 3.62% |
$10.9K - $13.5K
|
2.29K
$207K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
80+ 94.12% |
$10.9K - $13.5K
|
165
$14.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
73+ 0.44% |
$9.93K - $12.3K
|
16.6K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
73+ 80.22% |
$9.93K - $12.3K
|
164
$14.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
71+ 4.5% |
$9.66K - $12K
|
1.65K
$149K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
56+ 2.17% |
$7.62K - $9.46K
|
2.64K
$238K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
52+ 0.53% |
$7.08K - $8.78K
|
9.82K
$886K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
50+ 0.64% |
$6.8K - $8.44K
|
7.91K
$714K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
50New |
$6.8K - $8.44K
|
50
$4.51K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
49+ 1.14% |
$6.67K - $8.27K
|
4.36K
$393K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
47New |
$6.4K - $7.94K
|
47
$4.24K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
45+ 2.74% |
$6.12K - $7.6K
|
1.69K
$153K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
44+ 0.37% |
$5.99K - $7.43K
|
12K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
41+ 0.14% |
$5.58K - $6.92K
|
29.9K
$2.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
BUY
|
- |
40+ 0.13% |
$5.44K - $6.75K
|
32K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
38+ 5.43% |
$5.17K - $6.42K
|
738
$66.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
38+ 0.94% |
$5.17K - $6.42K
|
4.1K
$370K
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
38+ 1.73% |
$5.17K - $6.42K
|
2.24K
$202K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
38+ 345.45% |
$5.17K - $6.42K
|
49
$4.42K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
36New |
$4.9K - $6.08K
|
36
$3.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
34+ 1.25% |
$4.63K - $5.74K
|
2.75K
$248K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
33+ 1.99% |
$4.49K - $5.57K
|
1.69K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
32New |
$4.35K - $5.4K
|
32
$2.89K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32New |
$4.35K - $5.4K
|
32
$2.89K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32+ 15.61% |
$4.35K - $5.4K
|
237
$21.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
31+ 0.23% |
$4.22K - $5.23K
|
13.5K
$1.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
29+ 1.53% |
$3.95K - $4.9K
|
1.93K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27+ 0.45% |
$3.67K - $4.56K
|
6.04K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
25New |
$3.4K - $4.22K
|
25
$2.26K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24New |
$3.27K - $4.05K
|
24
$2.17K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 4.9% |
$3.13K - $3.88K
|
492
$44.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
23+ 24.73% |
$3.13K - $3.88K
|
116
$10.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
22+ 50.0% |
$2.99K - $3.71K
|
66
$5.96K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
22+ 0.05% |
$2.99K - $3.71K
|
42.2K
$3.81M
|