Latest Institutional Transactions on Dell Technologies Inc. (DELL)
This table provides information on the latest institutional transactions involving Dell Technologies Inc. (DELL) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.36K+ 205.03% |
$264K - $341K
|
3.51K
$336K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.33K- 10.73% |
$148K - $191K
|
11K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.84K+ 16.99% |
$206K - $265K
|
12.7K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
718K+ 633.85% |
$80.4M - $104M
|
832K
$79.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
38.3KNew |
$4.29M - $5.52M
|
38.3K
$3.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.33K- 9.6% |
$261K - $336K
|
21.9K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
14.1K+ 65.89% |
$1.58M - $2.03M
|
35.5K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
8.32K+ 71.45% |
$931K - $1.2M
|
20K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.7K- 99.89% |
$1.42M - $1.83M
|
14
$1.34K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.29K- 18.89% |
$144K - $185K
|
5.52K
$527K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
59+ 12.24% |
$6.61K - $8.51K
|
541
$51.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
653+ 17.48% |
$73.1K - $94.2K
|
4.39K
$419K
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
BUY
|
- |
20K+ 66.67% |
$2.24M - $2.88M
|
50K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
SELL
|
CALL |
-50- 33.33% |
$5.6K - $7.21K
|
100
$9.56K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21.1KNew |
$2.36M - $3.04M
|
21.1K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
20.4KNew |
$2.28M - $2.94M
|
20.4K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.73K+ 273.41% |
$641K - $826K
|
7.82K
$748K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-243- 8.03% |
$27.2K - $35K
|
2.78K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
303+ 2.55% |
$33.9K - $43.7K
|
12.2K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
385+ 12.4% |
$43.1K - $55.5K
|
3.49K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.13K+ 48.77% |
$463K - $596K
|
12.6K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-629- 12.32% |
$70.4K - $90.7K
|
4.48K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-228K- 15.28% |
$25.6M - $32.9M
|
1.27M
$121M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.45K+ 216.85% |
$834K - $1.07M
|
10.9K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-9- 0.31% |
$1.01K - $1.3K
|
2.86K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.13% |
$112 - $144
|
33
$3.15K
|
|
|
Jan 22, 2025
Q4 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-4.5K- 69.24% |
$504K - $649K
|
2K
$191K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8- 2.45% |
$896 - $1.15K
|
319
$30.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.8KNew |
$202K - $260K
|
1.8K
$172K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.12K- 61.51% |
$350K - $450K
|
1.95K
$187K
|
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
67KNew |
$7.5M - $9.66M
|
67K
$6.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
800New |
$89.6K - $115K
|
800
$76.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 0.57% |
$4.48K - $5.77K
|
7.01K
$670K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-625- 55.41% |
$70K - $90.1K
|
503
$48.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.6K- 57.95% |
$1.63M - $2.1M
|
10.6K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.65K+ 86.14% |
$184K - $238K
|
3.56K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.22% |
$1.12K - $1.44K
|
4.64K
$443K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.82K+ 14.14% |
$427K - $550K
|
30.8K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-122- 4.22% |
$13.7K - $17.6K
|
2.77K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.23% |
$112 - $144
|
434
$41.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
9+ 0.02% |
$1.01K - $1.3K
|
49.9K
$4.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.54K+ 59.08% |
$172K - $222K
|
4.14K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-380- 10.61% |
$42.5K - $54.8K
|
3.2K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.02KNew |
$562K - $724K
|
5.02K
$480K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-22- 0.62% |
$2.46K - $3.17K
|
3.54K
$338K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
85+ 2.18% |
$9.52K - $12.3K
|
3.99K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
716+ 7.81% |
$80.2K - $103K
|
9.88K
$944K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.83K- 9.53% |
$877K - $1.13M
|
74.3K
$7.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-531- 11.79% |
$59.5K - $76.6K
|
3.97K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-46.3K- 46.56% |
$5.18M - $6.68M
|
53.1K
$5.08M
|