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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.41K+ 107.77% |
$89.9K - $152K
|
2.73K
$182K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 25.0% |
$191 - $322
|
15
$1K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.95K- 37.74% |
$124K - $210K
|
3.22K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.3K- 8.13% |
$210K - $355K
|
37.3K
$2.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.12K- 98.24% |
$135K - $228K
|
38
$2.54K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
10.5K+ 74.56% |
$669K - $1.13M
|
24.6K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.39K+ 166.98% |
$215K - $364K
|
5.42K
$362K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.3KNew |
$273K - $461K
|
4.3K
$287K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
8New |
$508 - $859
|
8
$534
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.6KNew |
$2.7M - $4.57M
|
42.6K
$2.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-632- 1.56% |
$40.2K - $67.9K
|
39.9K
$2.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-10- 0.29% |
$636 - $1.07K
|
3.44K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
484New |
$30.8K - $52K
|
484
$32.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
138K+ 80.63% |
$8.8M - $14.9M
|
310K
$20.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-554- 4.08% |
$35.2K - $59.5K
|
13K
$870K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
240New |
$15.3K - $25.8K
|
240
$16K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-270- 44.12% |
$17.2K - $29K
|
342
$22.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
25New |
$1.59K - $2.68K
|
25
$1.67K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
25.5KNew |
$1.62M - $2.74M
|
25.5K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
47.1KNew |
$2.99M - $5.05M
|
47.1K
$3.14M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
2New |
$127 - $215
|
2
$134
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-232- 54.98% |
$14.7K - $24.9K
|
190
$12.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
24.4K+ 59.82% |
$1.55M - $2.62M
|
65.1K
$4.35M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.8KNew |
$369K - $623K
|
5.8K
$387K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
871+ 20.06% |
$55.4K - $93.5K
|
5.21K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-386- 73.95% |
$24.5K - $41.4K
|
136
$9.08K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-72- 29.03% |
$4.58K - $7.73K
|
176
$11.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.28K- 30.76% |
$81.5K - $138K
|
2.89K
$193K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.4K+ 448.72% |
$89K - $150K
|
1.71K
$114K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 66.67% |
$12.7K - $21.5K
|
100
$6.68K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-840- 3.91% |
$53.4K - $90.2K
|
20.6K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$63.6 - $107
|
1
$66.8
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.05K- 63.71% |
$448K - $757K
|
4.01K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
50+ 100.0% |
$3.18K - $5.37K
|
100
$6.68K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
45New |
$2.86K - $4.83K
|
45
$3K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
7.6KNew |
$483K - $816K
|
7.6K
$507K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.45K+ 9.64% |
$92K - $155K
|
16.5K
$1.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-2.82K- 39.22% |
$179K - $303K
|
4.38K
$292K
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
32.4K+ 203.2% |
$3.35M - $4.4M
|
48.4K
$3.23M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-20- 0.92% |
$2.07K - $2.72K
|
2.15K
$144K
|
|
|
Aug 15, 2024
Q2 2024
|
Oakview Capital Management, L.P.
Dallas, TX |
SELL
|
- |
-35K- 57.7% |
$3.62M - $4.75M
|
25.6K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
21.2KNew |
$2.2M - $2.89M
|
21.2K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$252K - $331K
|
2.44K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
7.76K+ 18.17% |
$802K - $1.05M
|
50.4K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-71- 3.11% |
$7.34K - $9.65K
|
2.21K
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-72.2K- 83.42% |
$7.47M - $9.82M
|
14.4K
$958K
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
126KNew |
$13.1M - $17.2M
|
126K
$8.44M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
780+ 11.3% |
$80.7K - $106K
|
7.68K
$513K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 73.83% |
$1.17M - $1.54M
|
4.01K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
3.14K+ 14.83% |
$325K - $427K
|
24.3K
$1.62M
|
|