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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.11KNew |
$127K - $198K
|
1.11K
$106K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
5.37KNew |
$617K - $962K
|
5.37K
$513K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
46+ 86.79% |
$5.28K - $8.24K
|
99
$9.46K
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
200New |
$23K - $35.8K
|
200
$19.1K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-7.62K- 67.78% |
$875K - $1.37M
|
3.62K
$346K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
8New |
$919 - $1.43K
|
8
$764
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
76New |
$8.73K - $13.6K
|
76
$7.26K
|
|
Jul 17, 2024
Q2 2024
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
25.9KNew |
$2.97M - $4.64M
|
25.9K
$2.47M
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8+ 0.37% |
$919 - $1.43K
|
2.16K
$206K
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
375New |
$43.1K - $67.2K
|
375
$35.8K
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-65- 27.9% |
$7.47K - $11.6K
|
168
$16.1K
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
79+ 91.86% |
$9.07K - $14.2K
|
165
$15.8K
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.6KNew |
$184K - $287K
|
1.6K
$153K
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.5K- 21.41% |
$287K - $448K
|
9.18K
$877K
|
|
Jul 15, 2024
Q2 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
9.24KNew |
$1.06M - $1.66M
|
9.24K
$883K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
165+ 117.02% |
$19K - $29.6K
|
306
$29.2K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-240- 38.59% |
$27.6K - $43K
|
382
$36.5K
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-2.41K- 8.31% |
$277K - $432K
|
26.6K
$2.54M
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-23- 2.66% |
$2.64K - $4.12K
|
843
$80.6K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
820+ 204.49% |
$94.2K - $147K
|
1.22K
$117K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
12+ 0.3% |
$1.38K - $2.15K
|
4.04K
$386K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.82KNew |
$439K - $685K
|
3.82K
$365K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.04KNew |
$464K - $724K
|
4.04K
$386K
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.87KNew |
$215K - $335K
|
1.87K
$179K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-150- 88.76% |
$17.2K - $26.9K
|
19
$1.82K
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.59KNew |
$527K - $823K
|
4.59K
$439K
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
16.2KNew |
$1.87M - $2.91M
|
16.2K
$1.55M
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
20New |
$2.3K - $3.58K
|
20
$1.91K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
628+ 6.6% |
$72.1K - $113K
|
10.2K
$970K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
2KNew |
$230K - $358K
|
2K
$191K
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-164- 9.24% |
$18.8K - $29.4K
|
1.61K
$154K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
42New |
$4.82K - $7.53K
|
42
$4.01K
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-71- 38.38% |
$8.16K - $12.7K
|
114
$10.9K
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
50New |
$5.74K - $8.96K
|
50
$4.78K
|
|
Jul 05, 2024
Q2 2024
|
Polianta LTD
|
BUY
|
- |
7.8KNew |
$896K - $1.4M
|
7.8K
$745K
|
|
Q1 2024 | |||||||
Feb 05, 2025
Q1 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-200- 20.0% |
$15K - $24.9K
|
800
$76.4K
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
8.49KNew |
$635K - $1.06M
|
8.49K
$812K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
18.8KNew |
$1.41M - $2.35M
|
18.8K
$1.8M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.14K+ 89.6% |
$85K - $142K
|
2.41K
$230K
|
|
May 16, 2024
Q1 2024
|
Bright Valley Capital LTD
Hong Kong, K3 |
BUY
|
- |
9KNew |
$673K - $1.12M
|
9K
$860K
|
|
May 15, 2024
Q1 2024
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
16KNew |
$1.2M - $1.99M
|
16K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
3.14KNew |
$235K - $392K
|
3.14K
$300K
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
411New |
$30.7K - $51.2K
|
411
$39.3K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
45+ 1.62% |
$3.37K - $5.61K
|
2.83K
$270K
|
|
May 15, 2024
Q1 2024
|
Lakewood Capital Management, LP
New York, NY |
SELL
|
- |
-519K- 96.0% |
$38.8M - $64.7M
|
21.6K
$2.06M
|
|
May 15, 2024
Q1 2024
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
60KNew |
$4.49M - $7.48M
|
60K
$5.73M
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.33KNew |
$249K - $414K
|
3.33K
$318K
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.5KNew |
$187K - $311K
|
2.5K
$239K
|
|
May 15, 2024
Q1 2024
|
Cavalry Management Group, LLC
San Francisco, CA |
BUY
|
- |
4.92KNew |
$368K - $612K
|
4.92K
$470K
|
|
May 15, 2024
Q1 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-21.7K- 50.23% |
$1.63M - $2.71M
|
21.5K
$2.06M
|