Latest Institutional Transactions on Solo Brands, Inc. (DTC)
This table provides information on the latest institutional transactions involving Solo Brands, Inc. (DTC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.17K+ 18.43% |
$1.39K - $9.48K
|
52.5K
$4.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.8KNew |
$1.84K - $12.6K
|
10.8K
$868
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.78K- 1.57% |
$302 - $2.06K
|
112K
$8.92K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-160- 36.36% |
$165 - $234
|
280
$22.4
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-11.8K- 23.6% |
$12.1K - $17.2K
|
38.1K
$3.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.28K+ 10.59% |
$1.32K - $1.86K
|
13.3K
$1.07K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
15.2KNew |
$15.7K - $22.2K
|
15.2K
$1.22K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
193+ 0.21% |
$199 - $282
|
91.3K
$7.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
146KNew |
$150K - $213K
|
146K
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-162K- 83.03% |
$167K - $236K
|
33.1K
$2.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-331- 30.88% |
$341 - $483
|
741
$59.3
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-471- 27.18% |
$485 - $688
|
1.26K
$101
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.08K+ 7.35% |
$2.14K - $3.03K
|
30.3K
$2.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
27.7K+ 13.56% |
$28.5K - $40.4K
|
232K
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-471- 27.18% |
$485 - $688
|
1.26K
$101
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
888+ 1707.69% |
$915 - $1.3K
|
940
$75.2
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
27.4KNew |
$28.2K - $40K
|
27.4K
$2.19K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8KNew |
$17.3K - $24.5K
|
16.8K
$1.34K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
7.25K+ 9.97% |
$7.47K - $10.6K
|
80K
$6.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
12KNew |
$12.4K - $17.5K
|
12K
$960
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
19New |
$19.6 - $27.7
|
19
$1.52
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.71KNew |
$2.79K - $3.96K
|
2.71K
$217
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.19K+ 32.23% |
$4.31K - $6.11K
|
17.2K
$1.37K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.7K+ 2.09% |
$1.75K - $2.48K
|
83.2K
$6.66K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-71.5K- 86.87% |
$78K - $179K
|
10.8K
$865
|
|
|
Nov 14, 2024
Q3 2024
|
Scoggin Management LP
New York, NY |
BUY
|
- |
50KNew |
$54.5K - $125K
|
50K
$4K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-82.4K- 86.19% |
$89.8K - $206K
|
13.2K
$1.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.3K- 48.65% |
$15.6K - $35.7K
|
15.1K
$1.21K
|
|
|
Nov 13, 2024
Q3 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
20K+ 2.58% |
$21.8K - $50K
|
796K
$63.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
60K+ 60.0% |
$65.4K - $150K
|
160K
$12.8K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1New |
$1.09 - $2.5
|
1
$0.08
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
13.3KNew |
$14.4K - $33.1K
|
13.3K
$1.06K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
295New |
$322 - $738
|
295
$23.6
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.6KNew |
$14.8K - $34.1K
|
13.6K
$1.09K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.1KNew |
$1.2K - $2.75K
|
1.1K
$87.8
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.04K- 46.73% |
$1.84K - $2.36K
|
1.18K
$94.6
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
300New |
$531 - $684
|
300
$24
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.74K+ 41.35% |
$10.2K - $13.1K
|
19.6K
$1.57K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18.5K- 38.78% |
$32.8K - $42.3K
|
29.3K
$2.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-152- 0.17% |
$269 - $347
|
90K
$7.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
45.2K+ 34.93% |
$80K - $103K
|
175K
$14K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-98.4K- 4.67% |
$174K - $224K
|
2.01M
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-74.6K- 5.73% |
$132K - $170K
|
1.23M
$98.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 2.12% |
$2.02K - $2.6K
|
54.8K
$4.39K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83New |
$147 - $189
|
83
$6.64
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
192+ 3.9% |
$340 - $438
|
5.11K
$409
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-22.1K- 40.77% |
$39K - $50.3K
|
32K
$2.56K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
10.9K+ 11.33% |
$19.3K - $24.9K
|
107K
$8.57K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
10KNew |
$17.7K - $22.8K
|
10K
$800
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-175- 3.15% |
$310 - $399
|
5.38K
$430
|
|