Purchases and Sales Made in Q1 2024 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q1 2024. The information is specifically focused on institutions that hold shares of Dell Technologies Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
5+ 0.45% |
$374 - $623
|
1.11K
$132K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 3.18% |
$374 - $623
|
162
$19.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
4+ 4.4% |
$299 - $498
|
95
$11.3K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.88% |
$299 - $498
|
217
$25.8K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 80.0% |
$299 - $498
|
9
$1.07K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.86% |
$224 - $374
|
164
$19.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.44% |
$150 - $249
|
453
$53.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.07% |
$150 - $249
|
3.06K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.27% |
$74.8 - $125
|
366
$43.5K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.53% |
$74.8 - $125
|
188
$22.4K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.2% |
$74.8 - $125
|
84
$9.99K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.48% |
$74.8 - $125
|
210
$25K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.35% |
$74.8 - $125
|
285
$33.9K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.27% |
$74.8 - $125
|
365
$43.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 2.56% |
$74.8 - $125
|
38
$4.52K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.06% |
$150 - $249
|
3.57K
$425K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2- 0.06% |
$150 - $249
|
3.18K
$378K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7- 4.73% |
$524 - $872
|
141
$16.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-8- 0.52% |
$598 - $997
|
1.53K
$182K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-10- 0.74% |
$748 - $1.25K
|
1.33K
$159K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-12- 1.26% |
$897 - $1.5K
|
942
$112K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 0.8% |
$897 - $1.5K
|
1.49K
$178K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-14- 0.4% |
$1.05K - $1.74K
|
3.51K
$417K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-14- 0.14% |
$1.05K - $1.74K
|
10.1K
$1.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 0.85% |
$1.27K - $2.12K
|
1.98K
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-19- 1.53% |
$1.42K - $2.37K
|
1.22K
$145K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-23- 0.26% |
$1.72K - $2.87K
|
8.89K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-23- 0.72% |
$1.72K - $2.87K
|
3.19K
$379K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-28- 50.0% |
$2.09K - $3.49K
|
28
$3.33K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-28- 0.74% |
$2.09K - $3.49K
|
3.76K
$447K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-33- 4.28% |
$2.47K - $4.11K
|
738
$87.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-35- 0.99% |
$2.62K - $4.36K
|
3.49K
$415K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35- 0.8% |
$2.62K - $4.36K
|
4.35K
$518K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36- 9.45% |
$2.69K - $4.49K
|
345
$41K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-37- 41.11% |
$2.77K - $4.61K
|
53
$6.3K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-38- 1.24% |
$2.84K - $4.73K
|
3.03K
$361K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-38- 0.82% |
$2.84K - $4.73K
|
4.61K
$548K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-39- 17.11% |
$2.92K - $4.86K
|
189
$22.5K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-45- 51.72% |
$3.37K - $5.61K
|
42
$5K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-46- 0.18% |
$3.44K - $5.73K
|
25.6K
$3.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-46- 16.49% |
$3.44K - $5.73K
|
233
$27.7K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-47- 1.38% |
$3.52K - $5.86K
|
3.35K
$398K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-47- 30.92% |
$3.52K - $5.86K
|
105
$12.5K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-53- 34.42% |
$3.96K - $6.6K
|
101
$12K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-55- 0.88% |
$4.11K - $6.85K
|
6.17K
$734K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-57- 9.73% |
$4.26K - $7.1K
|
529
$62.9K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-58- 0.27% |
$4.34K - $7.23K
|
21.5K
$2.56M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-59- 22.78% |
$4.41K - $7.35K
|
200
$23.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-61- 1.73% |
$4.56K - $7.6K
|
3.47K
$412K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-66- 61.68% |
$4.94K - $8.22K
|
41
$4.88K
|