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 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11- 0.14% |
$1.14K - $1.5K
|
7.94K
$832K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.08K+ 39.65% |
$111K - $146K
|
3.79K
$397K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.7K- 43.96% |
$693K - $911K
|
8.54K
$895K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-506- 18.19% |
$52.3K - $68.8K
|
2.28K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7- 0.07% |
$724 - $951
|
10.7K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
3.32KNew |
$343K - $451K
|
3.32K
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 13.89% |
$1.03K - $1.36K
|
82
$8.59K
|
|
|
Aug 09, 2024
Q2 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
117KNew |
$12.1M - $15.8M
|
117K
$12.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-225- 5.16% |
$23.3K - $30.6K
|
4.14K
$433K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$5.17K - $6.8K
|
50
$5.24K
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
5.42KNew |
$560K - $736K
|
5.42K
$567K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8- 8.7% |
$827 - $1.09K
|
84
$8.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-18.9K- 25.84% |
$1.95M - $2.56M
|
54.1K
$5.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-42- 0.53% |
$4.34K - $5.71K
|
7.86K
$823K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-60- 32.43% |
$6.21K - $8.15K
|
125
$13.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-142- 6.34% |
$14.7K - $19.3K
|
2.1K
$220K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-256- 17.29% |
$26.5K - $34.8K
|
1.23K
$128K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
174+ 7.49% |
$18K - $23.6K
|
2.5K
$262K
|
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
BUY
|
- |
22KNew |
$2.28M - $2.99M
|
22K
$2.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11New |
$1.14K - $1.5K
|
11
$1.15K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-500- 98.04% |
$51.7K - $68K
|
10
$1.05K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
28.3KNew |
$2.93M - $3.85M
|
28.3K
$2.97M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-95- 50.0% |
$9.83K - $12.9K
|
95
$9.95K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.63KNew |
$789K - $1.04M
|
7.63K
$799K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3- 37.5% |
$310 - $408
|
5
$524
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.15KNew |
$532K - $699K
|
5.15K
$539K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
5.97KNew |
$617K - $811K
|
5.97K
$625K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
354+ 7.73% |
$36.6K - $48.1K
|
4.93K
$517K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4- 0.18% |
$414 - $544
|
2.23K
$234K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
276+ 14.89% |
$28.5K - $37.5K
|
2.13K
$223K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-615- 13.23% |
$63.6K - $83.6K
|
4.03K
$423K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
26New |
$2.69K - $3.53K
|
26
$2.72K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
5New |
$517 - $680
|
5
$524
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.15% |
$310 - $408
|
1.99K
$208K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4- 40.0% |
$414 - $544
|
6
$629
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$283K - $372K
|
2.74K
$287K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
602+ 0.44% |
$62.3K - $81.8K
|
136K
$14.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
45New |
$4.65K - $6.12K
|
45
$4.71K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
77New |
$7.96K - $10.5K
|
77
$8.07K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5New |
$517 - $680
|
5
$524
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-29- 0.6% |
$3K - $3.94K
|
4.8K
$503K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
16New |
$1.65K - $2.17K
|
16
$1.68K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-41- 62.12% |
$4.24K - $5.57K
|
25
$2.62K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
470+ 30.66% |
$48.6K - $63.9K
|
2K
$210K
|
|
|
Jul 18, 2024
Q2 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-3.01K- 5.62% |
$312K - $409K
|
50.6K
$5.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
94+ 391.67% |
$9.72K - $12.8K
|
118
$12.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
220New |
$22.8K - $29.9K
|
220
$23K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2New |
$207 - $272
|
2
$210
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
35New |
$3.62K - $4.76K
|
35
$3.67K
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.1K- 2.11% |
$114K - $150K
|
51.2K
$5.36M
|
|