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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
75+ 15.59% |
$8.4K - $10.8K
|
556
$53.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
74+ 2.98% |
$8.29K - $10.7K
|
2.56K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
74+ 25.52% |
$8.29K - $10.7K
|
364
$34.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
74+ 2.65% |
$8.29K - $10.7K
|
2.86K
$273K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
71New |
$7.95K - $10.2K
|
71
$6.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
70+ 4.7% |
$7.84K - $10.1K
|
1.56K
$149K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
69+ 18.55% |
$7.73K - $9.95K
|
441
$42.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
69New |
$7.73K - $9.95K
|
69
$6.59K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
67+ 15.47% |
$7.5K - $9.66K
|
500
$47.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
64+ 31.37% |
$7.17K - $9.23K
|
268
$25.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
60+ 5.27% |
$6.72K - $8.65K
|
1.2K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 24.0% |
$6.72K - $8.65K
|
310
$29.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
59+ 12.24% |
$6.61K - $8.51K
|
541
$51.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
59New |
$6.61K - $8.51K
|
59
$5.64K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
56+ 1.31% |
$6.27K - $8.08K
|
4.34K
$415K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
53+ 22.65% |
$5.93K - $7.64K
|
287
$27.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
52New |
$5.82K - $7.5K
|
52
$4.97K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
49+ 1.47% |
$5.49K - $7.07K
|
3.39K
$324K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47+ 156.67% |
$5.26K - $6.78K
|
77
$7.36K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
46+ 158.62% |
$5.15K - $6.63K
|
75
$7.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
46+ 0.7% |
$5.15K - $6.63K
|
6.65K
$635K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
45+ 180.0% |
$5.04K - $6.49K
|
70
$6.69K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
44+ 2.43% |
$4.93K - $6.35K
|
1.85K
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 0.77% |
$4.93K - $6.35K
|
5.73K
$548K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
42New |
$4.7K - $6.06K
|
42
$4.01K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 0.57% |
$4.48K - $5.77K
|
7.01K
$670K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38+ 200.0% |
$4.25K - $5.48K
|
57
$5.45K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
36New |
$4.03K - $5.19K
|
36
$3.44K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
36+ 1.95% |
$4.03K - $5.19K
|
1.88K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
36New |
$4.03K - $5.19K
|
36
$3.44K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
35+ 97.22% |
$3.92K - $5.05K
|
71
$6.78K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
34+ 1.38% |
$3.81K - $4.9K
|
2.49K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34+ 0.84% |
$3.81K - $4.9K
|
4.11K
$392K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
34New |
$3.81K - $4.9K
|
34
$3.25K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
33+ 1.12% |
$3.69K - $4.76K
|
2.98K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 0.76% |
$3.36K - $4.33K
|
3.95K
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
29New |
$3.25K - $4.18K
|
29
$2.77K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
28New |
$3.13K - $4.04K
|
28
$2.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
27+ 2.33% |
$3.02K - $3.89K
|
1.19K
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 9.03% |
$2.91K - $3.75K
|
314
$30K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
25New |
$2.8K - $3.61K
|
25
$2.39K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24+ 64.86% |
$2.69K - $3.46K
|
61
$5.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
23+ 0.08% |
$2.58K - $3.32K
|
27.8K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
22New |
$2.46K - $3.17K
|
22
$2.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
21+ 0.21% |
$2.35K - $3.03K
|
10.1K
$967K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
20New |
$2.24K - $2.88K
|
20
$1.91K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 17.24% |
$2.24K - $2.88K
|
136
$13K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20+ 9.05% |
$2.24K - $2.88K
|
241
$23K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19+ 0.8% |
$2.13K - $2.74K
|
2.4K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
19+ 27.14% |
$2.13K - $2.74K
|
89
$8.5K
|