Purchases and Sales Made in Q3 2023 in Dollar General Corp (DG)
This table provides information about the institutional ownership of Dollar General Corp (DG) during Q3 2023. The information is specifically focused on institutions that hold shares of DOLLAR GENERAL CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
100New |
$10.4K - $17.1K
|
100
$7.11K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
99+ 48.29% |
$10.3K - $16.9K
|
304
$21.6K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
98+ 70.5% |
$10.2K - $16.7K
|
237
$16.8K
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
98+ 0.72% |
$10.2K - $16.7K
|
13.8K
$980K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
90+ 38.14% |
$9.39K - $15.4K
|
326
$23.2K
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
87New |
$9.08K - $14.8K
|
87
$6.18K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
86+ 12.3% |
$8.97K - $14.7K
|
785
$55.8K
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
77+ 4.19% |
$8.03K - $13.1K
|
1.91K
$136K
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
73+ 0.94% |
$7.62K - $12.5K
|
7.86K
$558K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
73New |
$7.62K - $12.5K
|
73
$5.19K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
70New |
$7.3K - $11.9K
|
70
$4.97K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
69New |
$7.2K - $11.8K
|
69
$4.9K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
62+ 4.8% |
$6.47K - $10.6K
|
1.35K
$96.1K
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
59+ 3.03% |
$6.16K - $10.1K
|
2.01K
$142K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
58+ 1.97% |
$6.05K - $9.89K
|
3K
$213K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
57+ 86.36% |
$5.95K - $9.72K
|
123
$8.74K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
56+ 38.89% |
$5.84K - $9.55K
|
200
$14.2K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
55+ 1.91% |
$5.74K - $9.38K
|
2.94K
$209K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
51+ 2.62% |
$5.32K - $8.7K
|
2K
$142K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
50+ 2.06% |
$5.22K - $8.53K
|
2.48K
$176K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
46New |
$4.8K - $7.85K
|
46
$3.27K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
37+ 0.41% |
$3.86K - $6.31K
|
9.14K
$650K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
36+ 400.0% |
$3.76K - $6.14K
|
45
$3.2K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
29New |
$3.03K - $4.95K
|
29
$2.06K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
27+ 4.23% |
$2.82K - $4.61K
|
666
$47.3K
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
27+ 0.33% |
$2.82K - $4.61K
|
8.27K
$587K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
27New |
$2.82K - $4.61K
|
27
$1.92K
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
24+ 0.84% |
$2.5K - $4.09K
|
2.89K
$205K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
23New |
$2.4K - $3.92K
|
23
$1.63K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 38.98% |
$2.4K - $3.92K
|
82
$5.83K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 4.42% |
$2.09K - $3.41K
|
472
$33.5K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 100.0% |
$2.09K - $3.41K
|
40
$2.84K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
20New |
$2.09K - $3.41K
|
20
$1.42K
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
18+ 0.47% |
$1.88K - $3.07K
|
3.86K
$274K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
17+ 5.54% |
$1.77K - $2.9K
|
324
$23K
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
15New |
$1.57K - $2.56K
|
15
$1.07K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14+ 31.11% |
$1.46K - $2.39K
|
59
$4.19K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14+ 3.15% |
$1.46K - $2.39K
|
458
$32.5K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.19% |
$1.36K - $2.22K
|
6.92K
$492K
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13New |
$1.36K - $2.22K
|
13
$924
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
12New |
$1.25K - $2.05K
|
12
$853
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
10New |
$1.04K - $1.71K
|
10
$711
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 15.87% |
$1.04K - $1.71K
|
73
$5.19K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8+ 0.14% |
$835 - $1.36K
|
5.91K
$420K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 10.0% |
$835 - $1.36K
|
88
$6.25K
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
8+ 0.11% |
$835 - $1.36K
|
7.24K
$515K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8New |
$835 - $1.36K
|
8
$568
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8+ 17.39% |
$835 - $1.36K
|
54
$3.84K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7New |
$730 - $1.19K
|
7
$497
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 9.84% |
$626 - $1.02K
|
67
$4.76K
|