Purchases and Sales Made in Q1 2022 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q1 2022. The information is specifically focused on institutions that hold shares of DOLLAR TREE, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
17+ 7.98% |
$2.15K - $2.73K
|
230
$16.7K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
17+ 1700.0% |
$2.15K - $2.73K
|
18
$1.31K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.02% |
$2.02K - $2.57K
|
77.3K
$5.61M
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
15New |
$1.89K - $2.4K
|
15
$1.09K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14+ 2.77% |
$1.77K - $2.24K
|
520
$37.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 260.0% |
$1.64K - $2.08K
|
18
$1.31K
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
13+ 0.57% |
$1.64K - $2.08K
|
2.29K
$167K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
10+ 4.63% |
$1.26K - $1.6K
|
226
$16.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
10+ 0.01% |
$1.26K - $1.6K
|
74.5K
$5.42M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 10.13% |
$1.01K - $1.28K
|
87
$6.32K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
6New |
$757 - $962
|
6
$436
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 3.82% |
$631 - $802
|
136
$9.88K
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4+ 0.26% |
$505 - $641
|
1.55K
$113K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 100.0% |
$505 - $641
|
8
$581
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 8.16% |
$505 - $641
|
53
$3.85K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
3+ 12.5% |
$379 - $481
|
27
$1.96K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 1.48% |
$252 - $321
|
137
$9.95K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1- 7.14% |
$126 - $160
|
13
$945
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$126 - $160
|
1
$72.7
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 0.19% |
$126 - $160
|
532
$38.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2Closed |
$252 - $321
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 1.04% |
$252 - $321
|
191
$13.9K
|
|
|
May 13, 2022
Q1 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-3- 0.07% |
$379 - $481
|
4.54K
$330K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4Closed |
$505 - $641
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-5Closed |
$631 - $802
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-5- 0.08% |
$631 - $802
|
6.37K
$462K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-6- 15.79% |
$757 - $962
|
32
$2.33K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-7Closed |
$884 - $1.12K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-10- 0.67% |
$1.26K - $1.6K
|
1.49K
$108K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 21.31% |
$1.64K - $2.08K
|
48
$3.49K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-14- 0.39% |
$1.77K - $2.24K
|
3.54K
$257K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-15- 0.07% |
$1.89K - $2.4K
|
20.9K
$1.52M
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16Closed |
$2.02K - $2.57K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-17Closed |
$2.15K - $2.73K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-17- 0.36% |
$2.15K - $2.73K
|
4.73K
$343K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-18- 4.85% |
$2.27K - $2.89K
|
353
$25.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-20- 1.84% |
$2.52K - $3.21K
|
1.07K
$77.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 1.14% |
$3.03K - $3.85K
|
2.09K
$152K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-27- 26.21% |
$3.41K - $4.33K
|
76
$5.52K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-27Closed |
$3.41K - $4.33K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Harvest Volatility Management LLC
|
SELL
|
- |
-29- 0.21% |
$3.66K - $4.65K
|
13.7K
$995K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-30Closed |
$3.79K - $4.81K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-30- 50.0% |
$3.79K - $4.81K
|
30
$2.18K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-32- 3.33% |
$4.04K - $5.13K
|
930
$67.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-32- 47.06% |
$4.04K - $5.13K
|
36
$2.62K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-33- 25.98% |
$4.17K - $5.29K
|
94
$6.83K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-34- 0.33% |
$4.29K - $5.45K
|
10.1K
$737K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-37- 0.39% |
$4.67K - $5.93K
|
9.48K
$689K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-39- 13.09% |
$4.92K - $6.25K
|
259
$18.8K
|