Latest Institutional Transactions on Dollar Tree, Inc. (DLTR)
This table provides information on the latest institutional transactions involving Dollar Tree, Inc. (DLTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-4.61K- 59.5% |
$310K - $464K
|
3.14K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
27New |
$1.81K - $2.71K
|
27
$2.83K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.3K+ 36.11% |
$87.4K - $131K
|
4.9K
$513K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
190+ 4.92% |
$12.8K - $19.1K
|
4.06K
$425K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
377+ 1.34% |
$25.3K - $37.9K
|
28.5K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
61+ 1.56% |
$4.1K - $6.13K
|
3.97K
$415K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 6.12% |
$403 - $603
|
104
$10.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.37K- 49.17% |
$159K - $238K
|
2.45K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
8.12KNew |
$546K - $816K
|
8.12K
$850K
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
28.7KNew |
$1.93M - $2.88M
|
28.7K
$3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.44KNew |
$231K - $345K
|
3.44K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.4KNew |
$94.1K - $141K
|
1.4K
$147K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
11+ 32.35% |
$739 - $1.11K
|
45
$4.71K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.7KNew |
$316K - $472K
|
4.7K
$492K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
421New |
$28.3K - $42.3K
|
421
$44.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 15.15% |
$336 - $503
|
38
$3.98K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
74New |
$4.97K - $7.44K
|
74
$7.75K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
2.27KNew |
$153K - $228K
|
2.27K
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-655- 8.1% |
$44K - $65.8K
|
7.43K
$778K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
200+ 1.28% |
$13.4K - $20.1K
|
15.8K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-155- 3.28% |
$10.4K - $15.6K
|
4.57K
$478K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$67.2 - $101
|
1
$105
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3New |
$202 - $302
|
3
$314
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
37.1KNew |
$2.5M - $3.73M
|
37.1K
$3.89M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$403 - $603
|
6
$629
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
8.1KNew |
$544K - $814K
|
8.1K
$848K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
66+ 137.5% |
$4.44K - $6.63K
|
114
$11.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.04KNew |
$271K - $406K
|
4.04K
$423K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.61KNew |
$242K - $362K
|
3.61K
$378K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 8.0% |
$1.21K - $1.81K
|
243
$25.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.93KNew |
$399K - $596K
|
5.93K
$621K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.89KNew |
$194K - $290K
|
2.89K
$303K
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-3.18K- 10.0% |
$214K - $320K
|
28.6K
$3M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5+ 9.62% |
$336 - $503
|
57
$5.97K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
8New |
$538 - $804
|
8
$838
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
907New |
$61K - $91.2K
|
907
$95K
|
|
|
Jul 31, 2025
Q2 2025
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
4KNew |
$269K - $402K
|
4K
$419K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-9- 56.25% |
$605 - $905
|
7
$733
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.22% |
$403 - $603
|
2.75K
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.34K+ 3.73% |
$90.2K - $135K
|
37.3K
$3.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
162New |
$10.9K - $16.3K
|
162
$17K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
41New |
$2.76K - $4.12K
|
41
$4.29K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
165New |
$11.1K - $16.6K
|
165
$17.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
4.36KNew |
$293K - $438K
|
4.36K
$457K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
7New |
$471 - $704
|
7
$733
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
140+ 2.61% |
$9.41K - $14.1K
|
5.51K
$577K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 2.97% |
$403 - $603
|
208
$21.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
219+ 8.15% |
$14.7K - $22K
|
2.91K
$304K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
41New |
$2.76K - $4.12K
|
41
$4.29K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 3.49% |
$2.69K - $4.02K
|
1.11K
$116K
|
|