Purchases and Sales Made in Q4 2023 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.52KNew |
$261K - $358K
|
2.52K
$184K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.42KNew |
$251K - $344K
|
2.42K
$176K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.36KNew |
$244K - $335K
|
2.36K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.34KNew |
$243K - $333K
|
2.34K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.33KNew |
$242K - $332K
|
2.33K
$170K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.32K+ 48.79% |
$240K - $329K
|
7.06K
$515K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.3KNew |
$239K - $328K
|
2.3K
$168K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.27KNew |
$236K - $324K
|
2.27K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.11K+ 14.35% |
$219K - $301K
|
16.8K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.08KNew |
$216K - $296K
|
2.08K
$152K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.08KNew |
$216K - $296K
|
2.08K
$152K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.08K+ 36.37% |
$215K - $295K
|
7.78K
$567K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.07KNew |
$214K - $294K
|
2.07K
$151K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.04K+ 58.4% |
$212K - $290K
|
5.54K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
2KNew |
$207K - $285K
|
2K
$146K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.99K+ 5.35% |
$207K - $284K
|
39.3K
$2.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.97KNew |
$204K - $281K
|
1.97K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.9K+ 9.77% |
$197K - $270K
|
21.3K
$1.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.89K+ 1.44% |
$196K - $269K
|
133K
$9.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.89K+ 62.52% |
$196K - $269K
|
4.92K
$359K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.86KNew |
$192K - $264K
|
1.86K
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.81K+ 64.92% |
$188K - $258K
|
4.61K
$336K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.8KNew |
$186K - $256K
|
1.8K
$131K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.8K+ 13.16% |
$186K - $255K
|
15.4K
$1.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.74KNew |
$181K - $248K
|
1.74K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.74KNew |
$180K - $248K
|
1.74K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.74KNew |
$180K - $247K
|
1.74K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 13.84% |
$180K - $247K
|
14.3K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.73KNew |
$179K - $246K
|
1.73K
$126K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.73KNew |
$179K - $246K
|
1.73K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
1.69KNew |
$175K - $241K
|
1.69K
$123K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.68KNew |
$174K - $239K
|
1.68K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.67KNew |
$173K - $238K
|
1.67K
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.67KNew |
$173K - $237K
|
1.67K
$122K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.62KNew |
$168K - $231K
|
1.62K
$118K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.62KNew |
$167K - $230K
|
1.62K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.6K+ 8.61% |
$165K - $227K
|
20.1K
$1.47M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.57KNew |
$163K - $224K
|
1.57K
$115K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.53KNew |
$159K - $218K
|
1.53K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.53K+ 6.09% |
$158K - $218K
|
26.6K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.51KNew |
$157K - $215K
|
1.51K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.5KNew |
$155K - $213K
|
1.5K
$109K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.5KNew |
$155K - $213K
|
1.5K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.5KNew |
$155K - $213K
|
1.5K
$109K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.49KNew |
$154K - $212K
|
1.49K
$109K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.47K+ 5.21% |
$153K - $210K
|
29.8K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.45K+ 13.48% |
$150K - $206K
|
12.2K
$890K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.43KNew |
$148K - $203K
|
1.43K
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.41K+ 9.96% |
$146K - $201K
|
15.6K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.41KNew |
$146K - $200K
|
1.41K
$103K
|