Latest Institutional Purchases of Dollar Tree, Inc. (DLTR)
This list provides information on the latest institutional transactions involving Dollar Tree, Inc. (DLTR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.15KNew |
$225K - $332K
|
2.15K
$226K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.08K+ 17.81% |
$113K - $167K
|
7.17K
$751K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
667New |
$69.6K - $103K
|
667
$69.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
520+ 34.32% |
$54.3K - $80.3K
|
2.04K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
500New |
$52.2K - $77.2K
|
500
$52.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
400New |
$41.8K - $61.7K
|
400
$41.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
300New |
$31.3K - $46.3K
|
300
$31.4K
|
|
|
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
$313K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
252+ 9.6% |
$26.3K - $38.9K
|
2.88K
$301K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
120New |
$12.5K - $18.5K
|
120
$12.6K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
112New |
$11.7K - $17.3K
|
112
$11.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
67New |
$6.99K - $10.3K
|
67
$7.02K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
47+ 10.4% |
$4.91K - $7.25K
|
499
$52.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
45New |
$4.7K - $6.94K
|
45
$4.71K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
20New |
$2.09K - $3.09K
|
20
$2.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
7New |
$731 - $1.08K
|
7
$733
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4New |
$418 - $617
|
4
$419
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$209 - $309
|
2
$210
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
207KNew |
$26.8M - $33.3M
|
207K
$21.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Rivulet Capital, LLC
Summit, NJ |
BUY
|
- |
140K+ 45.75% |
$18.1M - $22.5M
|
446K
$46.7M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
109K+ 202.69% |
$14.1M - $17.5M
|
163K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
38.8K+ 48.45% |
$5.03M - $6.24M
|
119K
$12.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
25KNew |
$3.24M - $4.02M
|
25K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
9.77KNew |
$1.27M - $1.57M
|
9.77K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
5.2KNew |
$674K - $836K
|
5.2K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
4KNew |
$518K - $643K
|
4K
$419K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
2.3KNew |
$298K - $370K
|
2.3K
$241K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.73KNew |
$224K - $278K
|
1.73K
$181K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
992+ 1.07% |
$129K - $159K
|
93.9K
$9.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
553+ 13.31% |
$71.6K - $88.9K
|
4.71K
$493K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
421New |
$54.5K - $67.6K
|
421
$44.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
330+ 18.3% |
$42.8K - $53K
|
2.13K
$223K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
240+ 8.89% |
$31.1K - $38.6K
|
2.94K
$308K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
205+ 8.78% |
$26.6K - $32.9K
|
2.54K
$266K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
159+ 2.15% |
$20.6K - $25.5K
|
7.54K
$790K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
125New |
$16.2K - $20.1K
|
125
$13.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
100New |
$13K - $16.1K
|
100
$10.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
70+ 2.96% |
$9.07K - $11.2K
|
2.44K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52+ 2.56% |
$6.74K - $8.36K
|
2.09K
$219K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
48+ 2.47% |
$6.22K - $7.71K
|
1.99K
$209K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
46+ 0.2% |
$5.96K - $7.39K
|
23.2K
$2.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 2.41% |
$5.7K - $7.07K
|
1.87K
$196K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32New |
$4.15K - $5.14K
|
32
$3.35K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
30New |
$3.89K - $4.82K
|
30
$3.14K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18New |
$2.33K - $2.89K
|
18
$1.89K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
15+ 0.67% |
$1.94K - $2.41K
|
2.27K
$237K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13+ 41.94% |
$1.68K - $2.09K
|
44
$4.61K
|
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
12+ 0.05% |
$1.55K - $1.93K
|
23K
$2.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 8.77% |
$1.3K - $1.61K
|
124
$13K
|
|