Purchases and Sales Made in Q4 2023 in Dollar General Corp (DG)
This table provides information about the institutional ownership of Dollar General Corp (DG) during Q4 2023. The information is specifically focused on institutions that hold shares of DOLLAR GENERAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39+ 1.92% |
$3.97K - $5.3K
|
2.07K
$187K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
38+ 84.44% |
$3.87K - $5.17K
|
83
$7.5K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
37New |
$3.77K - $5.03K
|
37
$3.34K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
36+ 1.74% |
$3.67K - $4.89K
|
2.1K
$190K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
34New |
$3.46K - $4.62K
|
34
$3.07K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
34+ 3.1% |
$3.46K - $4.62K
|
1.13K
$102K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
34New |
$3.46K - $4.62K
|
34
$3.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
32+ 39.02% |
$3.26K - $4.35K
|
114
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
31New |
$3.16K - $4.21K
|
31
$2.8K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
30+ 1.91% |
$3.05K - $4.08K
|
1.6K
$145K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
30New |
$3.05K - $4.08K
|
30
$2.71K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
29+ 966.67% |
$2.95K - $3.94K
|
32
$2.89K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28New |
$2.85K - $3.81K
|
28
$2.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
27+ 0.48% |
$2.75K - $3.67K
|
5.7K
$515K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
25+ 0.85% |
$2.55K - $3.4K
|
2.96K
$267K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
25+ 0.48% |
$2.55K - $3.4K
|
5.2K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
25+ 125.0% |
$2.55K - $3.4K
|
45
$4.06K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
23+ 0.33% |
$2.34K - $3.13K
|
6.95K
$627K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
22+ 1.08% |
$2.24K - $2.99K
|
2.06K
$186K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
19New |
$1.93K - $2.58K
|
19
$1.72K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 3.73% |
$1.73K - $2.31K
|
473
$42.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 25.37% |
$1.73K - $2.31K
|
84
$7.59K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
16New |
$1.63K - $2.18K
|
16
$1.44K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
16New |
$1.63K - $2.18K
|
16
$1.44K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
15+ 19.48% |
$1.53K - $2.04K
|
92
$8.31K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$1.53K - $2.04K
|
15
$1.35K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
14+ 4.98% |
$1.43K - $1.9K
|
295
$26.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13New |
$1.32K - $1.77K
|
13
$1.17K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
10+ 1.26% |
$1.02K - $1.36K
|
801
$72.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$1.02K - $1.36K
|
10
$903
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10New |
$1.02K - $1.36K
|
10
$903
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9New |
$916 - $1.22K
|
9
$813
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8New |
$815 - $1.09K
|
8
$722
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
8+ 0.19% |
$815 - $1.09K
|
4.12K
$372K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7New |
$713 - $952
|
7
$632
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$713 - $952
|
7
$632
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6New |
$611 - $816
|
6
$542
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 62.5% |
$509 - $680
|
13
$1.17K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
5+ 0.1% |
$509 - $680
|
5.01K
$452K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 33.33% |
$509 - $680
|
20
$1.81K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
5New |
$509 - $680
|
5
$452
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5New |
$509 - $680
|
5
$452
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 36.36% |
$407 - $544
|
15
$1.35K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.0% |
$305 - $408
|
302
$27.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3New |
$305 - $408
|
3
$271
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3New |
$305 - $408
|
3
$271
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$204 - $272
|
2
$181
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.77% |
$204 - $272
|
115
$10.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 2.11% |
$204 - $272
|
97
$8.76K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
2+ 0.01% |
$204 - $272
|
13.4K
$1.21M
|