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
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
615+ 25.84% |
$83.3K - $96.6K
|
3K
$220K
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
568+ 1.78% |
$76.9K - $89.2K
|
32.5K
$2.39M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
550+ 15.04% |
$74.5K - $86.4K
|
4.21K
$309K
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
549+ 4.09% |
$74.4K - $86.2K
|
14K
$1.02M
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
540+ 5.46% |
$73.1K - $84.8K
|
10.4K
$765K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
530+ 4.78% |
$71.8K - $83.2K
|
11.6K
$851K
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
526+ 28.59% |
$71.3K - $82.6K
|
2.37K
$174K
|
|
May 15, 2023
Q1 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
514+ 0.22% |
$69.6K - $80.7K
|
236K
$17.3M
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
484+ 0.88% |
$65.6K - $76K
|
55.3K
$4.06M
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
445+ 16.9% |
$60.3K - $69.9K
|
3.08K
$226K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
418+ 29.4% |
$56.6K - $65.6K
|
1.84K
$135K
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
415+ 1.01% |
$56.2K - $65.2K
|
41.5K
$3.05M
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
388+ 0.03% |
$52.6K - $60.9K
|
1.22M
$89.4M
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
377+ 9.82% |
$51.1K - $59.2K
|
4.22K
$309K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
366+ 8.27% |
$49.6K - $57.5K
|
4.79K
$351K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
346+ 20.49% |
$46.9K - $54.3K
|
2.04K
$149K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
344New |
$46.6K - $54K
|
344
$25.2K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
342New |
$46.3K - $53.7K
|
342
$25.1K
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
338+ 7.75% |
$45.8K - $53.1K
|
4.7K
$345K
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
337+ 0.13% |
$45.7K - $52.9K
|
259K
$19M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
334+ 1.54% |
$45.2K - $52.4K
|
22K
$1.61M
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
323+ 1.86% |
$43.8K - $50.7K
|
17.7K
$1.3M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
321+ 5.04% |
$43.5K - $50.4K
|
6.68K
$490K
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
306+ 27.57% |
$41.5K - $48K
|
1.42K
$104K
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
305+ 20.36% |
$41.3K - $47.9K
|
1.8K
$132K
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
299+ 2.42% |
$40.5K - $46.9K
|
12.6K
$927K
|
|
May 11, 2023
Q1 2023
|
Paralel Advisors LLC
|
BUY
|
- |
298+ 2.7% |
$40.4K - $46.8K
|
11.3K
$831K
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
275+ 1.38% |
$37.3K - $43.2K
|
20.1K
$1.48M
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
275+ 17.9% |
$37.3K - $43.2K
|
1.81K
$133K
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
269+ 86.77% |
$36.4K - $42.2K
|
579
$42.5K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
267+ 4.57% |
$36.2K - $41.9K
|
6.11K
$448K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
262+ 4.31% |
$35.5K - $41.1K
|
6.35K
$466K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
252+ 11.87% |
$34.1K - $39.6K
|
2.38K
$174K
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
249+ 4.18% |
$33.7K - $39.1K
|
6.21K
$456K
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
248+ 0.68% |
$33.6K - $38.9K
|
36.6K
$2.69M
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
245+ 0.95% |
$33.2K - $38.5K
|
26.1K
$1.92M
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
242New |
$32.8K - $38K
|
242
$17.8K
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
240+ 6.3% |
$32.5K - $37.7K
|
4.05K
$297K
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
233+ 1.43% |
$31.6K - $36.6K
|
16.5K
$1.21M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
223+ 1.65% |
$30.2K - $35K
|
13.7K
$1.01M
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
222+ 0.69% |
$30.1K - $34.9K
|
32.3K
$2.37M
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
206+ 8.89% |
$27.9K - $32.3K
|
2.52K
$185K
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
200+ 13.79% |
$27.1K - $31.4K
|
1.65K
$121K
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
199+ 8.22% |
$27K - $31.2K
|
2.62K
$192K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
197+ 3.19% |
$26.7K - $30.9K
|
6.37K
$467K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
191+ 2.45% |
$25.9K - $30K
|
7.99K
$586K
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
190+ 1.03% |
$25.7K - $29.8K
|
18.7K
$1.37M
|
|
May 05, 2023
Q1 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
184+ 0.63% |
$24.9K - $28.9K
|
29.5K
$2.16M
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
176+ 3.51% |
$23.8K - $27.6K
|
5.19K
$380K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
175+ 10.23% |
$23.7K - $27.5K
|
1.89K
$138K
|