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 |
---|---|---|---|---|---|---|---|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
463+ 27.33% |
$40.7K - $67.6K
|
2.16K
$222K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
452+ 27.73% |
$39.7K - $66K
|
2.08K
$215K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
449+ 24.01% |
$39.5K - $65.5K
|
2.32K
$239K
|
|
Nov 14, 2024
Q3 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
446+ 18.38% |
$39.2K - $65.1K
|
2.87K
$296K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
443+ 10.59% |
$38.9K - $64.7K
|
4.63K
$477K
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
440+ 20.32% |
$38.7K - $64.2K
|
2.61K
$269K
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
437+ 16.49% |
$38.4K - $63.8K
|
3.09K
$318K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
431+ 12.98% |
$37.9K - $62.9K
|
3.75K
$387K
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
402+ 0.86% |
$35.3K - $58.7K
|
46.9K
$4.83M
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
401+ 21.75% |
$35.2K - $58.5K
|
2.25K
$231K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
400+ 20.61% |
$35.2K - $58.4K
|
2.34K
$241K
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
386+ 10.54% |
$33.9K - $56.3K
|
4.05K
$417K
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
384+ 9.32% |
$33.7K - $56.1K
|
4.51K
$464K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
383+ 2.76% |
$33.7K - $55.9K
|
14.3K
$1.47M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
383New |
$33.7K - $55.9K
|
383
$39.5K
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
380+ 8.28% |
$33.4K - $55.5K
|
4.97K
$512K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
374+ 31.8% |
$32.9K - $54.6K
|
1.55K
$160K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
367+ 6.75% |
$32.3K - $53.6K
|
5.81K
$598K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
361+ 4.97% |
$31.7K - $52.7K
|
7.63K
$786K
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
360+ 2.86% |
$31.6K - $52.5K
|
12.9K
$1.33M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
358+ 74.27% |
$31.5K - $52.3K
|
840
$86.6K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
358+ 300.84% |
$31.5K - $52.3K
|
477
$49.2K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
354+ 9.92% |
$31.1K - $51.7K
|
3.92K
$404K
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
350+ 1.64% |
$30.8K - $51.1K
|
21.8K
$2.24M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
348+ 19.17% |
$30.6K - $50.8K
|
2.16K
$223K
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
346+ 9.73% |
$30.4K - $50.5K
|
3.9K
$402K
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
318+ 4.64% |
$27.9K - $46.4K
|
7.17K
$739K
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
318+ 5.11% |
$27.9K - $46.4K
|
6.55K
$675K
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
313+ 1.47% |
$27.5K - $45.7K
|
21.6K
$2.23M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
294New |
$25.8K - $42.9K
|
294
$30.3K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
282+ 14.17% |
$24.8K - $41.2K
|
2.27K
$234K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
281+ 3.28% |
$24.7K - $41K
|
8.86K
$913K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
265+ 26.21% |
$23.3K - $38.7K
|
1.28K
$132K
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
262+ 75.29% |
$23K - $38.2K
|
610
$62.9K
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
261+ 7.86% |
$22.9K - $38.1K
|
3.58K
$369K
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
260New |
$22.9K - $38K
|
260
$26.8K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
254+ 59.35% |
$22.3K - $37.1K
|
682
$70.3K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
254+ 4.73% |
$22.3K - $37.1K
|
5.62K
$580K
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
253+ 2530.0% |
$22.2K - $36.9K
|
263
$27.1K
|
|
Nov 13, 2024
Q3 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
250New |
$22K - $36.5K
|
250
$25.8K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
244+ 2.72% |
$21.4K - $35.6K
|
9.22K
$951K
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
241+ 12.58% |
$21.2K - $35.2K
|
2.16K
$222K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
218+ 290.67% |
$19.2K - $31.8K
|
293
$30.2K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
218+ 3.52% |
$19.2K - $31.8K
|
6.42K
$661K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
212+ 1.81% |
$18.6K - $30.9K
|
11.9K
$1.23M
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
210+ 9.91% |
$18.5K - $30.7K
|
2.33K
$240K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
210New |
$18.5K - $30.7K
|
210
$21.7K
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
208+ 1.32% |
$18.3K - $30.4K
|
16K
$1.65M
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
206New |
$18.1K - $30.1K
|
206
$21.2K
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
201+ 17.01% |
$17.7K - $29.3K
|
1.38K
$143K
|