Purchases and Sales Made in Q2 2023 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
222+ 16.62% |
$28.8K - $35.7K
|
1.56K
$112K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
215+ 9.89% |
$27.9K - $34.5K
|
2.39K
$172K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
205+ 8.78% |
$26.6K - $32.9K
|
2.54K
$183K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
190+ 11.09% |
$24.6K - $30.5K
|
1.9K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
187+ 7.41% |
$24.2K - $30K
|
2.71K
$195K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
167+ 0.56% |
$21.6K - $26.8K
|
30K
$2.16M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
164+ 9.19% |
$21.2K - $26.4K
|
1.95K
$140K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
159+ 2.15% |
$20.6K - $25.5K
|
7.54K
$543K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
156+ 78.0% |
$20.2K - $25.1K
|
356
$25.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
137+ 1.92% |
$17.7K - $22K
|
7.28K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
130+ 1.23% |
$16.8K - $20.9K
|
10.7K
$772K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
125New |
$16.2K - $20.1K
|
125
$9K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
124+ 10.13% |
$16.1K - $19.9K
|
1.35K
$97K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
121+ 0.49% |
$15.7K - $19.4K
|
24.6K
$1.77M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
120+ 111.11% |
$15.5K - $19.3K
|
228
$16.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
120+ 111.11% |
$15.5K - $19.3K
|
228
$16.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
108+ 4.12% |
$14K - $17.4K
|
2.73K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
100New |
$13K - $16.1K
|
100
$7.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 333.33% |
$13K - $16.1K
|
130
$9.36K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.18% |
$13K - $16.1K
|
57.2K
$4.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
95+ 2.24% |
$12.3K - $15.3K
|
4.34K
$312K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
92New |
$11.9K - $14.8K
|
92
$6.62K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
92+ 4.42% |
$11.9K - $14.8K
|
2.17K
$156K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
82+ 5.79% |
$10.6K - $13.2K
|
1.5K
$108K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
81+ 0.75% |
$10.5K - $13K
|
10.9K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
80New |
$10.4K - $12.9K
|
80
$5.76K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
70+ 2.96% |
$9.07K - $11.2K
|
2.44K
$175K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
69+ 1.64% |
$8.94K - $11.1K
|
4.29K
$309K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
66+ 4.98% |
$8.55K - $10.6K
|
1.39K
$100K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
66+ 7.17% |
$8.55K - $10.6K
|
986
$71K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
66+ 0.89% |
$8.55K - $10.6K
|
7.46K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
66+ 13.2% |
$8.55K - $10.6K
|
566
$40.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
66+ 4.98% |
$8.55K - $10.6K
|
1.39K
$100K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
58New |
$7.51K - $9.32K
|
58
$4.17K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
55New |
$7.13K - $8.84K
|
55
$3.96K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52+ 2.56% |
$6.74K - $8.36K
|
2.09K
$150K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
48+ 2.47% |
$6.22K - $7.71K
|
1.99K
$143K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
47+ 3.1% |
$6.09K - $7.55K
|
1.56K
$112K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
46+ 0.2% |
$5.96K - $7.39K
|
23.2K
$1.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 2.41% |
$5.7K - $7.07K
|
1.87K
$135K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
41+ 2050.0% |
$5.31K - $6.59K
|
43
$3.09K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
41+ 2.31% |
$5.31K - $6.59K
|
1.82K
$131K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
38+ 1.41% |
$4.92K - $6.11K
|
2.73K
$197K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32New |
$4.15K - $5.14K
|
32
$2.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
30New |
$3.89K - $4.82K
|
30
$2.16K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28+ 21.71% |
$3.63K - $4.5K
|
157
$11.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 8.05% |
$3.37K - $4.18K
|
349
$25.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
24+ 7.59% |
$3.11K - $3.86K
|
340
$24.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
22+ 200.0% |
$2.85K - $3.53K
|
33
$2.38K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
22+ 0.11% |
$2.85K - $3.53K
|
21K
$1.51M
|