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 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-400- 18.42% |
$51.8K - $64.3K
|
1.77K
$132K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-940- 37.62% |
$122K - $151K
|
1.56K
$116K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 8.77% |
$1.3K - $1.61K
|
124
$9.21K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.73KNew |
$224K - $278K
|
1.73K
$128K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-15- 0.39% |
$1.94K - $2.41K
|
3.81K
$283K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-18- 10.71% |
$2.33K - $2.89K
|
150
$11.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11- 0.77% |
$1.43K - $1.77K
|
1.41K
$105K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20- 1.13% |
$2.59K - $3.21K
|
1.75K
$130K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
70+ 2.96% |
$9.07K - $11.2K
|
2.44K
$181K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-138- 1.27% |
$17.9K - $22.2K
|
10.7K
$797K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-39K- 94.0% |
$5.06M - $6.27M
|
2.49K
$185K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.87% |
$5.83K - $7.23K
|
5.14K
$382K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-8.74K- 3.64% |
$1.13M - $1.4M
|
231K
$17.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
2.3KNew |
$298K - $370K
|
2.3K
$171K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-18- 15.93% |
$2.33K - $2.89K
|
95
$7.06K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
8New |
$1.04K - $1.29K
|
8
$594
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-1.72K- 42.36% |
$222K - $276K
|
2.33K
$173K
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-327K- 85.48% |
$42.4M - $52.6M
|
55.6K
$4.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
46+ 0.2% |
$5.96K - $7.39K
|
23.2K
$1.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32New |
$4.15K - $5.14K
|
32
$2.38K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-74- 4.93% |
$9.59K - $11.9K
|
1.43K
$106K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 2.41% |
$5.7K - $7.07K
|
1.87K
$139K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-9.94K- 87.64% |
$1.29M - $1.6M
|
1.4K
$104K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
48+ 2.47% |
$6.22K - $7.71K
|
1.99K
$148K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 7.14% |
$259 - $321
|
26
$1.93K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13+ 41.94% |
$1.68K - $2.09K
|
44
$3.27K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-21.7K- 13.67% |
$2.94M - $3.41M
|
137K
$10.2M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.02KNew |
$545K - $632K
|
4.02K
$299K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-99- 87.61% |
$13.4K - $15.5K
|
14
$1.04K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4- 7.55% |
$542 - $628
|
49
$3.64K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
342New |
$46.3K - $53.7K
|
342
$25.4K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
86+ 614.29% |
$11.6K - $13.5K
|
100
$7.43K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2New |
$271 - $314
|
2
$149
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-28.2K- 99.3% |
$3.82M - $4.43M
|
198
$14.7K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
139+ 14.45% |
$18.8K - $21.8K
|
1.1K
$81.8K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.89% |
$271 - $314
|
104
$7.73K
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.27K+ 24.49% |
$443K - $513K
|
16.6K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
3.75K+ 38.32% |
$508K - $589K
|
13.5K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Intermede Investment Partners LTD
|
BUY
|
- |
3.23K+ 0.41% |
$438K - $508K
|
787K
$58.5M
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-49.7K- 47.37% |
$6.74M - $7.81M
|
55.3K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
37.5KNew |
$5.08M - $5.89M
|
37.5K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-226- 9.14% |
$30.6K - $35.5K
|
2.25K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-35- 0.01% |
$4.74K - $5.5K
|
350K
$26M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-240- 14.2% |
$32.5K - $37.7K
|
1.45K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
86.3KNew |
$11.7M - $13.5M
|
86.3K
$6.41M
|
|
|
May 15, 2023
Q1 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
210KNew |
$28.5M - $33M
|
210K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.6K- 81.9% |
$1.16M - $1.35M
|
1.9K
$141K
|
|
|
May 15, 2023
Q1 2023
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
SELL
|
- |
-2.05K- 23.67% |
$278K - $322K
|
6.61K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-27.6K- 20.1% |
$3.74M - $4.34M
|
110K
$8.16M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-3.43K- 25.44% |
$464K - $538K
|
10K
$746K
|
|