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, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
CALL |
-90K- 64.29% |
$5.57M - $6.93M
|
50K
$5.24M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
300New |
$18.6K - $23.1K
|
300
$31.4K
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
79.9K+ 1037.01% |
$4.95M - $6.15M
|
87.6K
$9.17M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-2.97K- 15.5% |
$184K - $228K
|
16.2K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-231K- 92.32% |
$14.3M - $17.8M
|
19.2K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
CALL |
-350K- 20.0% |
$21.7M - $26.9M
|
1.4M
$147M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.3KNew |
$1.26M - $1.56M
|
20.3K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-57K- 90.76% |
$3.53M - $4.39M
|
5.8K
$608K
|
|
|
May 09, 2025
Q1 2025
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
11KNew |
$681K - $846K
|
11K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.35K- 39.73% |
$146K - $181K
|
3.57K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$186 - $231
|
3.03K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12- 1.48% |
$743 - $923
|
800
$83.8K
|
|
|
May 07, 2025
Q1 2025
|
Bastion Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
48KNew |
$2.97M - $3.69M
|
48K
$5.02M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
75.3K+ 26.03% |
$4.66M - $5.8M
|
365K
$38.2M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
197K+ 13.05% |
$12.2M - $15.2M
|
1.71M
$179M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-917- 96.32% |
$56.8K - $70.6K
|
35
$3.67K
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-4.09K- 2.36% |
$253K - $315K
|
170K
$17.8M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-156- 2.06% |
$9.66K - $12K
|
7.4K
$775K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-120- 10.03% |
$7.43K - $9.23K
|
1.08K
$113K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-722- 12.58% |
$44.7K - $55.6K
|
5.02K
$526K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.63K+ 35.63% |
$101K - $126K
|
6.22K
$651K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-32- 27.83% |
$1.98K - $2.46K
|
83
$8.69K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-155- 2.14% |
$9.6K - $11.9K
|
7.1K
$744K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.91KNew |
$180K - $224K
|
2.91K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-19- 34.55% |
$1.18K - $1.46K
|
36
$3.77K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
920+ 1.13% |
$57K - $70.8K
|
82.6K
$8.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2+ 0.12% |
$124 - $154
|
1.62K
$169K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-882- 21.1% |
$54.6K - $67.9K
|
3.3K
$345K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
50New |
$3.1K - $3.85K
|
50
$5.24K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-42- 38.53% |
$2.6K - $3.23K
|
67
$7.02K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-143- 71.86% |
$8.85K - $11K
|
56
$5.87K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.82KNew |
$236K - $294K
|
3.82K
$400K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.96KNew |
$183K - $228K
|
2.96K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
50New |
$3.1K - $3.85K
|
50
$5.24K
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-153K- 24.4% |
$9.5M - $11.8M
|
475K
$49.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.8K- 4.79% |
$235K - $292K
|
75.5K
$7.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$186 - $231
|
3
$314
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-30- 17.14% |
$1.86K - $2.31K
|
145
$15.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$12.4K - $15.4K
|
200
$21K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2- 40.0% |
$124 - $154
|
3
$314
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$61.9 - $77
|
1
$105
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$186 - $231
|
3
$314
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 1.39% |
$433 - $539
|
512
$53.6K
|
|
| Q4 2024 | |||||||
|
Oct 30, 2025
Q4 2024
|
Broadwater Capital Management LLC
Boston, MA |
SELL
|
- |
-496Closed |
$30.4K - $37.8K
|
0
$0
|
|
|
Sep 04, 2025
Q4 2024
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
3.71K+ 140.8% |
$227K - $283K
|
6.35K
$665K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.52K- 9.68% |
$92.7K - $115K
|
14.1K
$1.48M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
30New |
$1.84K - $2.29K
|
30
$3.14K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
34New |
$2.08K - $2.59K
|
34
$3.56K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
250New |
$15.3K - $19K
|
250
$26.2K
|
|