Purchases and Sales Made in Q2 2024 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
67+ 209.38% |
$7.7K - $12K
|
99
$10.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
66+ 2.87% |
$7.58K - $11.8K
|
2.37K
$252K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
65+ 9.8% |
$7.47K - $11.6K
|
728
$77.4K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
64New |
$7.35K - $11.5K
|
64
$6.81K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
62+ 0.58% |
$7.12K - $11.1K
|
10.7K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
60+ 2.1% |
$6.89K - $10.8K
|
2.92K
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
58+ 1.43% |
$6.66K - $10.4K
|
4.12K
$439K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
57+ 4.06% |
$6.55K - $10.2K
|
1.46K
$156K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
54+ 174.19% |
$6.2K - $9.68K
|
85
$9.04K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
50New |
$5.74K - $8.96K
|
50
$5.32K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
50New |
$5.74K - $8.96K
|
50
$5.32K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50+ 4.0% |
$5.74K - $8.96K
|
1.3K
$138K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
49+ 31.82% |
$5.63K - $8.78K
|
203
$21.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
46+ 86.79% |
$5.28K - $8.24K
|
99
$10.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
43+ 1.1% |
$4.94K - $7.71K
|
3.96K
$422K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
43New |
$4.94K - $7.71K
|
43
$4.57K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
42New |
$4.82K - $7.53K
|
42
$4.47K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
42+ 0.89% |
$4.82K - $7.53K
|
4.79K
$509K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
42+ 22.34% |
$4.82K - $7.53K
|
230
$24.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
41New |
$4.71K - $7.35K
|
41
$4.36K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
38+ 90.48% |
$4.37K - $6.81K
|
80
$8.51K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.27% |
$4.37K - $6.81K
|
14.3K
$1.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
36+ 1.65% |
$4.14K - $6.45K
|
2.21K
$235K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
34+ 30.63% |
$3.91K - $6.09K
|
145
$15.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34+ 0.95% |
$3.91K - $6.09K
|
3.61K
$384K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32+ 100.0% |
$3.68K - $5.73K
|
64
$6.81K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32+ 0.96% |
$3.68K - $5.73K
|
3.38K
$359K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
28+ 0.24% |
$3.22K - $5.02K
|
11.9K
$1.27M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
27+ 45.0% |
$3.1K - $4.84K
|
87
$9.25K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
26+ 0.92% |
$2.99K - $4.66K
|
2.86K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
25New |
$2.87K - $4.48K
|
25
$2.66K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 5.24% |
$2.76K - $4.3K
|
482
$51.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
24+ 1.21% |
$2.76K - $4.3K
|
2.01K
$213K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
23+ 153.33% |
$2.64K - $4.12K
|
38
$4.04K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
22+ 48.89% |
$2.53K - $3.94K
|
67
$7.13K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 12.35% |
$2.3K - $3.58K
|
182
$19.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
20New |
$2.3K - $3.58K
|
20
$2.13K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20+ 8.13% |
$2.3K - $3.58K
|
266
$28.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
20+ 22.22% |
$2.3K - $3.58K
|
110
$11.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
20New |
$2.3K - $3.58K
|
20
$2.13K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 7.62% |
$1.95K - $3.05K
|
240
$25.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
16New |
$1.84K - $2.87K
|
16
$1.7K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
15+ 0.51% |
$1.72K - $2.69K
|
2.95K
$314K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
12+ 0.3% |
$1.38K - $2.15K
|
4.04K
$430K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
12New |
$1.38K - $2.15K
|
12
$1.28K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11+ 0.17% |
$1.26K - $1.97K
|
6.57K
$699K
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
10+ 0.42% |
$1.15K - $1.79K
|
2.39K
$254K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9+ 4.43% |
$1.03K - $1.61K
|
212
$22.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9+ 0.59% |
$1.03K - $1.61K
|
1.54K
$164K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
9+ 1.5% |
$1.03K - $1.61K
|
611
$65K
|