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 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
71+ 93.42% |
$6.24K - $10.4K
|
147
$15.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
68+ 0.27% |
$5.98K - $9.93K
|
25.4K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
65+ 2.2% |
$5.71K - $9.49K
|
3.01K
$311K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
64+ 148.84% |
$5.62K - $9.34K
|
107
$11K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
59+ 5.23% |
$5.19K - $8.61K
|
1.19K
$122K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
59+ 2.02% |
$5.19K - $8.61K
|
2.98K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
59+ 0.34% |
$5.19K - $8.61K
|
17.6K
$1.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
58+ 2.19% |
$5.1K - $8.47K
|
2.71K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
53+ 1.42% |
$4.66K - $7.74K
|
3.79K
$390K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 28.57% |
$4.57K - $7.59K
|
234
$24.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
52+ 8.51% |
$4.57K - $7.59K
|
663
$68.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
50+ 50.0% |
$4.39K - $7.3K
|
150
$15.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 4.01% |
$4.39K - $7.3K
|
1.3K
$134K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
48+ 1.85% |
$4.22K - $7.01K
|
2.65K
$273K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
47+ 1.7% |
$4.13K - $6.86K
|
2.81K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
47+ 31.13% |
$4.13K - $6.86K
|
198
$20.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
44+ 46.32% |
$3.87K - $6.42K
|
139
$14.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
43+ 1.59% |
$3.78K - $6.28K
|
2.75K
$283K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
43+ 0.76% |
$3.78K - $6.28K
|
5.72K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
42New |
$3.69K - $6.13K
|
42
$4.33K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
40+ 0.85% |
$3.52K - $5.84K
|
4.74K
$488K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.28% |
$3.52K - $5.84K
|
14.3K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
40+ 1.81% |
$3.52K - $5.84K
|
2.25K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
39+ 650.0% |
$3.43K - $5.69K
|
45
$4.64K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
37New |
$3.25K - $5.4K
|
37
$3.81K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
36New |
$3.16K - $5.25K
|
36
$3.71K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
36+ 36.36% |
$3.16K - $5.25K
|
135
$13.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
35+ 0.44% |
$3.08K - $5.11K
|
7.98K
$822K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
35+ 3.17% |
$3.08K - $5.11K
|
1.14K
$117K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
33+ 11.22% |
$2.9K - $4.82K
|
327
$33.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
33+ 1.16% |
$2.9K - $4.82K
|
2.87K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
33+ 4.95% |
$2.9K - $4.82K
|
699
$72.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
32+ 0.32% |
$2.81K - $4.67K
|
10.1K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
30New |
$2.64K - $4.38K
|
30
$3.09K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
28New |
$2.46K - $4.09K
|
28
$2.89K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
25+ 1.05% |
$2.2K - $3.65K
|
2.42K
$249K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24+ 30.0% |
$2.11K - $3.5K
|
104
$10.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
20+ 7.02% |
$1.76K - $2.92K
|
305
$31.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
19New |
$1.67K - $2.77K
|
19
$1.96K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
19+ 7.09% |
$1.67K - $2.77K
|
287
$29.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
19+ 0.54% |
$1.67K - $2.77K
|
3.56K
$367K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17+ 0.13% |
$1.49K - $2.48K
|
12.7K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
17+ 17.17% |
$1.49K - $2.48K
|
116
$12K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
15New |
$1.32K - $2.19K
|
15
$1.55K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
14New |
$1.23K - $2.04K
|
14
$1.44K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
12+ 0.56% |
$1.05K - $1.75K
|
2.17K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
12+ 30.77% |
$1.05K - $1.75K
|
51
$5.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 3.9% |
$1.05K - $1.75K
|
320
$33K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 42.31% |
$967 - $1.61K
|
37
$3.81K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
11+ 1.26% |
$967 - $1.61K
|
887
$91.4K
|