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 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.21K+ 272.35% |
$360K - $463K
|
4.39K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
3.21K+ 12.85% |
$359K - $463K
|
28.2K
$2.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.14K+ 6.38% |
$352K - $453K
|
52.4K
$5.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.1K+ 53.5% |
$347K - $447K
|
8.9K
$850K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.09KNew |
$346K - $445K
|
3.09K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.07KNew |
$344K - $443K
|
3.07K
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.98K+ 5.64% |
$333K - $429K
|
55.8K
$5.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.96KNew |
$331K - $427K
|
2.96K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.94K+ 10.92% |
$329K - $424K
|
29.9K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.9KNew |
$324K - $418K
|
2.9K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.87K+ 60.62% |
$321K - $414K
|
7.61K
$727K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.85KNew |
$319K - $411K
|
2.85K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.85K+ 49.08% |
$319K - $411K
|
8.65K
$827K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
2.8K+ 14.4% |
$313K - $404K
|
22.3K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.8KNew |
$313K - $403K
|
2.8K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.77KNew |
$310K - $399K
|
2.77K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.77K+ 68.63% |
$310K - $399K
|
6.79K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.73K+ 53.97% |
$306K - $394K
|
7.79K
$745K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.69K+ 4.29% |
$301K - $388K
|
65.3K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.68KNew |
$300K - $386K
|
2.68K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.65K+ 2.26% |
$297K - $383K
|
120K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.62K+ 154.6% |
$293K - $378K
|
4.31K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
2.61K+ 127.18% |
$292K - $376K
|
4.66K
$445K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.6KNew |
$291K - $375K
|
2.6K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.57K+ 69.77% |
$287K - $370K
|
6.25K
$597K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.56KNew |
$287K - $369K
|
2.56K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.52K+ 1.29% |
$282K - $363K
|
198K
$19M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.52K+ 17.09% |
$282K - $363K
|
17.3K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 31.24% |
$280K - $361K
|
10.5K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$280K - $361K
|
2.5K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
BUY
|
- |
2.5KNew |
$280K - $361K
|
2.5K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
2.44K+ 42.66% |
$273K - $351K
|
8.14K
$778K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.36K+ 205.03% |
$264K - $341K
|
3.51K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.32K+ 42.74% |
$260K - $335K
|
7.76K
$742K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
2.3KNew |
$257K - $331K
|
2.3K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.29K+ 5.98% |
$256K - $330K
|
40.6K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.26K+ 12.57% |
$253K - $326K
|
20.3K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.24K+ 18.38% |
$251K - $323K
|
14.4K
$1.38M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.24KNew |
$251K - $323K
|
2.24K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.22K+ 3.71% |
$248K - $320K
|
62K
$5.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.19K+ 63.87% |
$245K - $315K
|
5.61K
$536K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.15K+ 9.61% |
$241K - $310K
|
24.6K
$2.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.15K+ 72.54% |
$241K - $310K
|
5.11K
$489K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.15KNew |
$240K - $310K
|
2.15K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.14K+ 89.0% |
$240K - $309K
|
4.55K
$435K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2.12KNew |
$237K - $305K
|
2.12K
$202K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.11K+ 13.21% |
$236K - $305K
|
18.1K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2.11KNew |
$236K - $304K
|
2.11K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.1KNew |
$235K - $303K
|
2.1K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2.09K+ 2.9% |
$234K - $302K
|
74.3K
$7.1M
|