Purchases and Sales Made in Q1 2024 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q1 2024. 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 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-46- 2.65% |
$5.76K - $6.9K
|
1.69K
$122K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-46- 5.28% |
$5.76K - $6.9K
|
825
$59.4K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-48- 0.73% |
$6.01K - $7.2K
|
6.57K
$473K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-50- 2.23% |
$6.26K - $7.5K
|
2.19K
$158K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-50- 2.17% |
$6.26K - $7.5K
|
2.25K
$162K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-52- 1.07% |
$6.51K - $7.8K
|
4.82K
$347K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-53- 12.74% |
$6.64K - $7.95K
|
363
$26.1K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-53- 2.46% |
$6.64K - $7.95K
|
2.11K
$151K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-54- 18.56% |
$6.76K - $8.1K
|
237
$17.1K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-56- 0.67% |
$7.01K - $8.4K
|
8.27K
$595K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-57- 75.0% |
$7.14K - $8.55K
|
19
$1.37K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64- 4.05% |
$8.01K - $9.6K
|
1.52K
$109K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-68- 25.28% |
$8.52K - $10.2K
|
201
$14.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-70- 3.39% |
$8.77K - $10.5K
|
2K
$144K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-70- 0.94% |
$8.77K - $10.5K
|
7.38K
$531K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-73- 3.93% |
$9.14K - $11K
|
1.78K
$128K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-75- 3.61% |
$9.39K - $11.3K
|
2K
$144K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-75- 2.3% |
$9.39K - $11.3K
|
3.19K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 0.96% |
$9.39K - $11.3K
|
7.77K
$559K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-85- 1.96% |
$10.6K - $12.8K
|
4.26K
$307K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-85- 3.79% |
$10.6K - $12.8K
|
2.16K
$155K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-90- 60.81% |
$11.3K - $13.5K
|
58
$4.17K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-90- 1.87% |
$11.3K - $13.5K
|
4.73K
$340K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-92- 22.28% |
$11.5K - $13.8K
|
321
$23.1K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-95- 5.05% |
$11.9K - $14.3K
|
1.79K
$129K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-96- 0.46% |
$12K - $14.4K
|
20.7K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-98- 4.16% |
$12.3K - $14.7K
|
2.26K
$162K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100- 1.77% |
$12.5K - $15K
|
5.53K
$398K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 25.0% |
$12.5K - $15K
|
300
$21.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-100- 3.37% |
$12.5K - $15K
|
2.87K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-101- 3.39% |
$12.6K - $15.2K
|
2.87K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-106- 1.3% |
$13.3K - $15.9K
|
8.05K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-118- 1.65% |
$14.8K - $17.7K
|
7.05K
$507K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-121- 11.39% |
$15.2K - $18.2K
|
941
$67.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-129- 6.01% |
$16.2K - $19.4K
|
2.02K
$145K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-138- 3.23% |
$17.3K - $20.7K
|
4.14K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-150- 3.33% |
$18.8K - $22.5K
|
4.36K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 57.69% |
$18.8K - $22.5K
|
110
$7.92K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-159- 1.87% |
$19.9K - $23.9K
|
8.35K
$601K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-189- 0.52% |
$23.7K - $28.4K
|
36.4K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-226- 4.35% |
$28.3K - $33.9K
|
4.97K
$358K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-241- 9.73% |
$30.2K - $36.2K
|
2.24K
$161K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-249- 2.83% |
$31.2K - $37.4K
|
8.54K
$614K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-270- 4.96% |
$33.8K - $40.5K
|
5.17K
$372K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-281- 3.18% |
$35.2K - $42.2K
|
8.55K
$615K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-328- 24.15% |
$41.1K - $49.2K
|
1.03K
$74.1K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-332- 0.73% |
$41.6K - $49.8K
|
45.4K
$3.27M
|
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-335- 0.73% |
$42K - $50.3K
|
45.3K
$3.26M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-341- 6.81% |
$42.7K - $51.2K
|
4.66K
$336K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-342- 3.25% |
$42.8K - $51.3K
|
10.2K
$734K
|