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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 57.69% |
$18.8K - $22.5K
|
110
$8.17K
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.17KNew |
$397K - $475K
|
3.17K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-19.5K- 89.76% |
$2.45M - $2.93M
|
2.23K
$166K
|
|
|
May 13, 2024
Q1 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
99.1K+ 43.84% |
$12.4M - $14.9M
|
325K
$24.2M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.23KNew |
$404K - $485K
|
3.23K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
200KNew |
$25M - $30M
|
200K
$14.9M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.42K- 1.66% |
$178K - $213K
|
84.3K
$6.27M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
236+ 15.74% |
$29.6K - $35.4K
|
1.74K
$129K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-4Closed |
$501 - $600
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-28.4K- 9.87% |
$3.56M - $4.27M
|
260K
$19.3M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.4KNew |
$175K - $210K
|
1.4K
$104K
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
4.31KNew |
$540K - $647K
|
4.31K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
16.4KNew |
$2.05M - $2.46M
|
16.4K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.66KNew |
$208K - $249K
|
1.66K
$123K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-376- 2.41% |
$47.1K - $56.4K
|
15.2K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-553- 6.08% |
$69.3K - $83K
|
8.54K
$635K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-40- 66.67% |
$5.01K - $6K
|
20
$1.49K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.07K- 4.16% |
$510K - $611K
|
93.8K
$6.97M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-143K- 98.37% |
$17.9M - $21.4M
|
2.36K
$176K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 33.33% |
$125 - $150
|
2
$149
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-73- 3.93% |
$9.14K - $11K
|
1.78K
$133K
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
8.51KNew |
$1.07M - $1.28M
|
8.51K
$632K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.88KNew |
$235K - $282K
|
1.88K
$140K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
545New |
$68.3K - $81.8K
|
545
$40.5K
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
6.34KNew |
$793K - $951K
|
6.34K
$471K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.24KNew |
$781K - $936K
|
6.24K
$463K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17New |
$2.13K - $2.55K
|
17
$1.26K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-68- 25.28% |
$8.52K - $10.2K
|
201
$14.9K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.25K- 33.71% |
$157K - $188K
|
2.46K
$183K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.55KNew |
$194K - $232K
|
1.55K
$115K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 25.0% |
$12.5K - $15K
|
300
$22.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-85- 1.96% |
$10.6K - $12.8K
|
4.26K
$317K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7- 0.2% |
$877 - $1.05K
|
3.46K
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-54- 18.56% |
$6.76K - $8.1K
|
237
$17.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 33.33% |
$125 - $150
|
4
$297
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12- 50.0% |
$1.5K - $1.8K
|
12
$892
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 0.15% |
$376 - $450
|
1.98K
$147K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-36- 1.56% |
$4.51K - $5.4K
|
2.27K
$168K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.76KNew |
$220K - $264K
|
1.76K
$131K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-28- 23.14% |
$3.51K - $4.2K
|
93
$6.91K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-129- 6.01% |
$16.2K - $19.4K
|
2.02K
$150K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-57- 75.0% |
$7.14K - $8.55K
|
19
$1.41K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
69+ 4.64% |
$8.64K - $10.4K
|
1.56K
$116K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-14- 0.59% |
$1.75K - $2.1K
|
2.34K
$174K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-85- 3.79% |
$10.6K - $12.8K
|
2.16K
$160K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-7.3K- 79.89% |
$915K - $1.1M
|
1.84K
$137K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
21+ 1.17% |
$2.63K - $3.15K
|
1.82K
$135K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3.75K+ 1902.54% |
$469K - $562K
|
3.95K
$293K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-13K- 85.53% |
$1.63M - $1.95M
|
2.2K
$163K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
362+ 22.35% |
$45.3K - $54.3K
|
1.98K
$147K
|