Purchases and Sales Made in Q1 2023 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.44K+ 1.63% |
$330K - $383K
|
152K
$10.9M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.42K+ 42.75% |
$328K - $380K
|
8.08K
$581K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.41K+ 3.38% |
$326K - $378K
|
73.6K
$5.29M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
2.28K+ 14.99% |
$309K - $358K
|
17.5K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.25K+ 2.16% |
$305K - $353K
|
106K
$7.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.16KNew |
$293K - $340K
|
2.16K
$156K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.1K+ 12.44% |
$284K - $330K
|
19K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.84KNew |
$249K - $288K
|
1.84K
$132K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.82KNew |
$247K - $286K
|
1.82K
$131K
|
|
|
Apr 25, 2023
Q1 2023
|
Jlb & Associates Inc
|
BUY
|
- |
1.77K+ 2.89% |
$239K - $277K
|
62.9K
$4.53M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.75K+ 0.11% |
$236K - $274K
|
1.53M
$110M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.72KNew |
$233K - $270K
|
1.72K
$124K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.59KNew |
$216K - $250K
|
1.59K
$115K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.59KNew |
$216K - $250K
|
1.59K
$115K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.55KNew |
$210K - $244K
|
1.55K
$112K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.53KNew |
$208K - $241K
|
1.53K
$110K
|
|
|
May 09, 2023
Q1 2023
|
Black Creek Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.51K+ 7.06% |
$205K - $237K
|
22.9K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.48K+ 8.48% |
$200K - $232K
|
18.9K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.46KNew |
$198K - $230K
|
1.46K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
1.46K+ 8.02% |
$198K - $229K
|
19.7K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.45K+ 8.23% |
$196K - $227K
|
19K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.43K+ 3.7% |
$193K - $224K
|
40K
$2.88M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.42K+ 12.74% |
$192K - $222K
|
12.5K
$902K
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.4KNew |
$190K - $220K
|
1.4K
$101K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.4KNew |
$190K - $220K
|
1.4K
$101K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.38K+ 25.61% |
$186K - $216K
|
6.75K
$486K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.34KNew |
$181K - $210K
|
1.34K
$96.2K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
1.32K+ 2.36% |
$179K - $207K
|
57.2K
$4.12M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.31K+ 14.05% |
$178K - $206K
|
10.7K
$767K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.3KNew |
$176K - $204K
|
1.3K
$93.4K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.27K+ 10.98% |
$172K - $199K
|
12.8K
$924K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.25K+ 71.39% |
$169K - $196K
|
3K
$216K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$166K - $192K
|
1.22K
$88.1K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.22K+ 4.81% |
$165K - $192K
|
26.6K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.21K+ 6.48% |
$164K - $190K
|
19.9K
$1.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.2KNew |
$163K - $189K
|
1.2K
$86.6K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.16K+ 16.17% |
$157K - $182K
|
8.31K
$598K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.11K+ 79.21% |
$150K - $174K
|
2.5K
$180K
|
|
|
May 11, 2023
Q1 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
1.1K+ 74.63% |
$149K - $173K
|
2.58K
$186K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04K+ 198.1% |
$141K - $164K
|
1.57K
$113K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.03K+ 3.11% |
$140K - $162K
|
34.3K
$2.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.02K+ 11.6% |
$138K - $160K
|
9.81K
$706K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
953+ 7.8% |
$129K - $150K
|
13.2K
$948K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
866New |
$117K - $136K
|
866
$62.3K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
855+ 4.7% |
$116K - $134K
|
19K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
792+ 5.37% |
$107K - $124K
|
15.5K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
763+ 0.07% |
$103K - $120K
|
1.13M
$81.2M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
667New |
$90.4K - $105K
|
667
$48K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
643+ 6.46% |
$87.1K - $101K
|
10.6K
$762K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
617+ 1.1% |
$83.6K - $96.9K
|
56.6K
$4.07M
|