Purchases and Sales Made in Q4 2023 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.63KNew |
$170K - $203K
|
2.63K
$313K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.55K+ 62.1% |
$164K - $197K
|
6.64K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.4KNew |
$155K - $185K
|
2.4K
$285K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
2.19K+ 303.47% |
$141K - $169K
|
2.91K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.12K+ 5.99% |
$137K - $164K
|
37.5K
$4.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.08K+ 46.68% |
$134K - $161K
|
6.53K
$777K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.07K+ 17.37% |
$134K - $160K
|
14K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.74K+ 9.9% |
$112K - $134K
|
19.3K
$2.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.6K+ 7.5% |
$103K - $124K
|
23K
$2.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 13.46% |
$101K - $121K
|
13.2K
$1.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.4K+ 42.86% |
$90K - $108K
|
4.65K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.39K+ 4.91% |
$89.3K - $107K
|
29.6K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.27K+ 7.17% |
$82K - $98.2K
|
19K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.27K+ 9.85% |
$81.9K - $98.1K
|
14.2K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.15K+ 8.56% |
$74.2K - $88.8K
|
14.6K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.12K+ 5.24% |
$72.4K - $86.8K
|
22.6K
$2.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.11K+ 66.79% |
$71.5K - $85.6K
|
2.77K
$329K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.05K+ 9.47% |
$67.8K - $81.2K
|
12.2K
$1.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
966+ 2.42% |
$62.3K - $74.6K
|
41K
$4.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
958+ 29.07% |
$61.8K - $74K
|
4.25K
$506K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
954New |
$61.5K - $73.7K
|
954
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
953+ 1.36% |
$61.5K - $73.6K
|
71.2K
$8.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
945+ 30.49% |
$61K - $73K
|
4.04K
$481K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
BUY
|
- |
944+ 3.2% |
$60.9K - $72.9K
|
30.4K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
915+ 831.82% |
$59K - $70.7K
|
1.03K
$122K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
900+ 5.74% |
$58.1K - $69.5K
|
16.6K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
892New |
$57.5K - $68.9K
|
892
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
889+ 11.91% |
$57.3K - $68.7K
|
8.35K
$993K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
880+ 22.95% |
$56.8K - $68K
|
4.71K
$561K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
839+ 0.76% |
$54.1K - $64.8K
|
112K
$13.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
791+ 19.56% |
$51K - $61.1K
|
4.84K
$575K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
787+ 9.61% |
$50.8K - $60.8K
|
8.97K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
771New |
$49.7K - $59.6K
|
771
$91.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
731New |
$47.2K - $56.5K
|
731
$86.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
730+ 11.37% |
$47.1K - $56.4K
|
7.15K
$850K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
723+ 22.0% |
$46.6K - $55.9K
|
4.01K
$477K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
695New |
$44.8K - $53.7K
|
695
$82.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
688+ 15.98% |
$44.4K - $53.2K
|
4.99K
$594K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
674New |
$43.5K - $52.1K
|
674
$80.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
666New |
$43K - $51.5K
|
666
$79.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
629New |
$40.6K - $48.6K
|
629
$74.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
621+ 1.09% |
$40.1K - $48K
|
57.5K
$6.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
603+ 18.79% |
$38.9K - $46.6K
|
3.81K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
595+ 20.27% |
$38.4K - $46K
|
3.53K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
580+ 4.27% |
$37.4K - $44.8K
|
14.1K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
568+ 1456.41% |
$36.6K - $43.9K
|
607
$72.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
522+ 12.51% |
$33.7K - $40.3K
|
4.69K
$558K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
506+ 6.36% |
$32.6K - $39.1K
|
8.46K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
459+ 12.46% |
$29.6K - $35.5K
|
4.14K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
443+ 0.65% |
$28.6K - $34.2K
|
68.6K
$8.16M
|