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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
115+ 9.27% |
$11.9K - $16.4K
|
1.36K
$90.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.41KNew |
$146K - $200K
|
1.41K
$94K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9New |
$933 - $1.28K
|
9
$601
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
481+ 24.65% |
$49.9K - $68.4K
|
2.43K
$162K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 5.71% |
$207 - $285
|
37
$2.47K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
246New |
$25.5K - $35K
|
246
$16.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 12.5% |
$104 - $142
|
9
$601
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5+ 166.67% |
$518 - $711
|
8
$534
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-534- 17.72% |
$55.3K - $76K
|
2.48K
$166K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-685- 25.8% |
$71K - $97.5K
|
1.97K
$131K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-18.2K- 88.41% |
$1.89M - $2.6M
|
2.39K
$160K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-52.2K- 82.73% |
$5.41M - $7.43M
|
10.9K
$728K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-147- 38.48% |
$15.2K - $20.9K
|
235
$15.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
51+ 159.38% |
$5.29K - $7.26K
|
83
$5.54K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
84New |
$8.71K - $12K
|
84
$5.61K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
33New |
$3.42K - $4.7K
|
33
$2.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
72+ 2.24% |
$7.46K - $10.2K
|
3.29K
$219K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-177- 8.95% |
$18.3K - $25.2K
|
1.8K
$120K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.53KNew |
$368K - $545K
|
3.53K
$236K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
112New |
$11.7K - $17.3K
|
112
$7.48K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-469- 39.75% |
$49K - $72.4K
|
711
$47.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
200KNew |
$20.9M - $30.9M
|
200K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-4.57K- 16.44% |
$477K - $705K
|
23.2K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1- 0.45% |
$104 - $154
|
222
$14.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-20- 1.28% |
$2.09K - $3.09K
|
1.54K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
283+ 10.45% |
$29.5K - $43.7K
|
2.99K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
BUY
|
CALL |
100KNew |
$10.4M - $15.4M
|
100K
$6.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
13.7KNew |
$1.43M - $2.11M
|
13.7K
$914K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
47+ 10.4% |
$4.91K - $7.25K
|
499
$33.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Brahman Capital Corp.
New York, NY |
SELL
|
- |
-26.9K- 12.01% |
$2.81M - $4.15M
|
197K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
54.8K+ 20.93% |
$5.72M - $8.46M
|
317K
$21.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
224KNew |
$23.4M - $34.5M
|
224K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Nine27 Capital Management, LP
Basking Ridge, NJ |
SELL
|
- |
-60K- 48.0% |
$6.26M - $9.26M
|
65K
$4.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
500New |
$52.2K - $77.2K
|
500
$33.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-18- 7.53% |
$1.88K - $2.78K
|
221
$14.8K
|
|
|
Nov 13, 2023
Q3 2023
|
George Kaiser Family Foundation
|
BUY
|
- |
8.73K+ 78.4% |
$911K - $1.35M
|
19.9K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
PUT |
12KNew |
$1.25M - $1.85M
|
12K
$801K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2New |
$209 - $309
|
2
$134
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-1.59M- 79.57% |
$166M - $246M
|
409K
$27.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.15KNew |
$225K - $332K
|
2.15K
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
4.88KNew |
$510K - $753K
|
4.88K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22Closed |
$2.3K - $3.4K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
5.3KNew |
$553K - $818K
|
5.3K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
8.7KNew |
$908K - $1.34M
|
8.7K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
223KNew |
$23.2M - $34.4M
|
223K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.23KNew |
$442K - $653K
|
4.23K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-30.5K- 42.89% |
$3.19M - $4.71M
|
40.7K
$2.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
520+ 34.32% |
$54.3K - $80.3K
|
2.04K
$136K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
667New |
$69.6K - $103K
|
667
$44.5K
|
|