Purchases and Sales Made in Q3 2024 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.58K+ 34.02% |
$139K - $230K
|
6.22K
$641K
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.55K+ 1.35% |
$136K - $227K
|
117K
$12M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 22.51% |
$132K - $219K
|
8.17K
$842K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.48K+ 2.5% |
$130K - $216K
|
60.8K
$6.26M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.47K+ 5.76% |
$129K - $215K
|
27K
$2.79M
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.44K+ 25.11% |
$126K - $209K
|
7.15K
$737K
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
1.4K+ 11.2% |
$123K - $204K
|
13.9K
$1.43M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 61.68% |
$123K - $204K
|
3.67K
$378K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.38K+ 41.55% |
$121K - $201K
|
4.7K
$484K
|
|
Nov 14, 2024
Q3 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
1.36K+ 10.14% |
$120K - $199K
|
14.8K
$1.52M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.35K+ 73.62% |
$119K - $197K
|
3.19K
$328K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.35KNew |
$119K - $197K
|
1.35K
$139K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.35K+ 13.64% |
$119K - $197K
|
11.2K
$1.16M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.31K+ 60.27% |
$115K - $191K
|
3.48K
$359K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.3K+ 17.62% |
$114K - $189K
|
8.65K
$892K
|
|
Nov 14, 2024
Q3 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.29K+ 0.59% |
$113K - $188K
|
220K
$22.6M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 52.14% |
$112K - $187K
|
3.74K
$385K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.27KNew |
$112K - $186K
|
1.27K
$131K
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.22K+ 6.28% |
$107K - $179K
|
20.7K
$2.13M
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.22K+ 76.58% |
$107K - $179K
|
2.82K
$291K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.2K+ 45.84% |
$106K - $175K
|
3.82K
$394K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.18K+ 50.53% |
$104K - $173K
|
3.52K
$363K
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.16K+ 3.44% |
$102K - $169K
|
34.8K
$3.59M
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.16K+ 35.08% |
$102K - $169K
|
4.46K
$459K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.15K+ 66.11% |
$101K - $168K
|
2.9K
$299K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.15K+ 68.23% |
$101K - $168K
|
2.83K
$292K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.15K+ 61.03% |
$101K - $168K
|
3.03K
$312K
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.14K+ 3.65% |
$100K - $167K
|
32.4K
$3.34M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.14K+ 3.67% |
$99.8K - $166K
|
32.1K
$3.31M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 24.64% |
$98.8K - $164K
|
5.69K
$586K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.12K+ 94.22% |
$98.8K - $164K
|
2.32K
$239K
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.1K+ 10.67% |
$96.5K - $160K
|
11.4K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.1K+ 51.29% |
$96.4K - $160K
|
3.24K
$334K
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
1.07K+ 16.39% |
$94K - $156K
|
7.6K
$783K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.05K+ 39.67% |
$91.8K - $153K
|
3.68K
$379K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.01K+ 9.54% |
$89.1K - $148K
|
11.6K
$1.2M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1K+ 673.15% |
$88.2K - $146K
|
1.15K
$119K
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
1K+ 95.7% |
$88.1K - $146K
|
2.05K
$211K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
976+ 22.31% |
$85.8K - $142K
|
5.35K
$552K
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
975+ 6.9% |
$85.7K - $142K
|
15.1K
$1.56M
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
961+ 4.8% |
$84.5K - $140K
|
21K
$2.16M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
948+ 13.73% |
$83.3K - $138K
|
7.85K
$809K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
942+ 16.83% |
$82.8K - $138K
|
6.54K
$674K
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
929+ 55.56% |
$81.6K - $136K
|
2.6K
$268K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
919+ 37.13% |
$80.8K - $134K
|
3.39K
$350K
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
903+ 39.11% |
$79.4K - $132K
|
3.21K
$331K
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
900+ 48.54% |
$79.1K - $131K
|
2.75K
$284K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
889+ 24.61% |
$78.1K - $130K
|
4.5K
$464K
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
868+ 11.92% |
$76.3K - $127K
|
8.15K
$840K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
862+ 324.06% |
$75.8K - $126K
|
1.13K
$116K
|