Purchases and Sales Made in Q4 2024 in Dell Technologies Inc. (DELL)
This table provides information about the institutional ownership of Dell Technologies Inc. (DELL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
816+ 8.85% |
$91.4K - $118K
|
10K
$959K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
800New |
$89.6K - $115K
|
800
$76.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
788+ 2.34% |
$88.2K - $114K
|
34.4K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
787+ 18.25% |
$88.1K - $113K
|
5.1K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
742+ 43.16% |
$83.1K - $107K
|
2.46K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
738+ 11.5% |
$82.6K - $106K
|
7.15K
$684K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
728+ 14.12% |
$81.5K - $105K
|
5.88K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
719+ 33.15% |
$80.5K - $104K
|
2.89K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
716+ 7.81% |
$80.2K - $103K
|
9.88K
$944K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
716+ 13.09% |
$80.2K - $103K
|
6.19K
$591K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
711+ 6.43% |
$79.6K - $103K
|
11.8K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
711+ 17.66% |
$79.6K - $103K
|
4.74K
$453K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
709New |
$79.4K - $102K
|
709
$67.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
704+ 39.86% |
$78.8K - $102K
|
2.47K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
695+ 8.53% |
$77.8K - $100K
|
8.85K
$845K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
677+ 3.33% |
$75.8K - $97.6K
|
21K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
675+ 3.77% |
$75.6K - $97.3K
|
18.6K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
674+ 13.02% |
$75.5K - $97.2K
|
5.85K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
673+ 1.15% |
$75.3K - $97.1K
|
59.1K
$5.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
668+ 47.41% |
$74.8K - $96.3K
|
2.08K
$198K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
655New |
$73.3K - $94.5K
|
655
$62.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
653+ 17.48% |
$73.1K - $94.2K
|
4.39K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
636+ 6.98% |
$71.2K - $91.7K
|
9.75K
$932K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
630+ 4.15% |
$70.5K - $90.9K
|
15.8K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
617+ 11.54% |
$69.1K - $89K
|
5.97K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
612+ 21.7% |
$68.5K - $88.3K
|
3.43K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
608+ 1.22% |
$68.1K - $87.7K
|
50.4K
$4.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
579+ 17.5% |
$64.8K - $83.5K
|
3.89K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
573+ 0.43% |
$64.2K - $82.6K
|
134K
$12.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
570+ 2.69% |
$63.8K - $82.2K
|
21.7K
$2.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
561+ 1.07% |
$62.8K - $80.9K
|
53K
$5.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
555+ 18.48% |
$62.1K - $80K
|
3.56K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
545+ 0.56% |
$61K - $78.6K
|
98.4K
$9.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
527+ 1.51% |
$59K - $76K
|
35.3K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
516+ 77.59% |
$57.8K - $74.4K
|
1.18K
$113K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
508+ 62.79% |
$56.9K - $73.3K
|
1.32K
$126K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
508+ 3.19% |
$56.9K - $73.3K
|
16.4K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
503+ 2.35% |
$56.3K - $72.5K
|
21.9K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
494+ 12.36% |
$55.3K - $71.2K
|
4.49K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
486+ 10.8% |
$54.4K - $70.1K
|
4.99K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
485+ 6.64% |
$54.3K - $69.9K
|
7.79K
$744K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
481New |
$53.9K - $69.4K
|
481
$46K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
479+ 8.88% |
$53.6K - $69.1K
|
5.88K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
477+ 2.71% |
$53.4K - $68.8K
|
18.1K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
459+ 14.37% |
$51.4K - $66.2K
|
3.65K
$349K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
448+ 23.36% |
$50.2K - $64.6K
|
2.37K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
447+ 1.65% |
$50K - $64.5K
|
27.5K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
447+ 49.83% |
$50K - $64.5K
|
1.34K
$128K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
425+ 2.85% |
$47.6K - $61.3K
|
15.3K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
425+ 24.47% |
$47.6K - $61.3K
|
2.16K
$207K
|