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
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11- 33.33% |
$1.43K - $1.77K
|
22
$1.58K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11- 0.77% |
$1.43K - $1.77K
|
1.41K
$102K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-11- 1.34% |
$1.43K - $1.77K
|
812
$58.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13- 7.88% |
$1.68K - $2.09K
|
152
$10.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-15- 1.42% |
$1.94K - $2.41K
|
1.04K
$75K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-15- 0.39% |
$1.94K - $2.41K
|
3.81K
$274K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-16- 0.04% |
$2.07K - $2.57K
|
36.3K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-18- 1.29% |
$2.33K - $2.89K
|
1.38K
$99.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-18- 10.71% |
$2.33K - $2.89K
|
150
$10.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-18- 15.93% |
$2.33K - $2.89K
|
95
$6.84K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-18- 0.66% |
$2.33K - $2.89K
|
2.72K
$196K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20- 1.13% |
$2.59K - $3.21K
|
1.75K
$126K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-21- 31.82% |
$2.72K - $3.37K
|
45
$3.24K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-22- 78.57% |
$2.85K - $3.53K
|
6
$432
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23- 13.22% |
$2.98K - $3.7K
|
151
$10.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-25- 35.71% |
$3.24K - $4.02K
|
45
$3.24K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-27- 7.16% |
$3.5K - $4.34K
|
350
$25.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 8.21% |
$3.5K - $4.34K
|
302
$21.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-28- 20.9% |
$3.63K - $4.5K
|
106
$7.63K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-28- 20.9% |
$3.63K - $4.5K
|
106
$7.63K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-28- 0.46% |
$3.63K - $4.5K
|
6.09K
$438K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.97% |
$3.76K - $4.66K
|
2.96K
$213K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 1.15% |
$3.89K - $4.82K
|
2.57K
$185K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-32- 0.39% |
$4.15K - $5.14K
|
8.11K
$584K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-32- 2.06% |
$4.15K - $5.14K
|
1.52K
$109K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-33- 0.39% |
$4.28K - $5.3K
|
8.42K
$606K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-34- 0.03% |
$4.41K - $5.46K
|
121K
$8.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-42- 4.08% |
$5.44K - $6.75K
|
988
$71.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-45- 0.82% |
$5.83K - $7.23K
|
5.47K
$393K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.87% |
$5.83K - $7.23K
|
5.14K
$370K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-47- 3.01% |
$6.09K - $7.55K
|
1.51K
$109K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-49- 0.13% |
$6.35K - $7.87K
|
36.6K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-50- 1.08% |
$6.48K - $8.03K
|
4.58K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-52- 3.55% |
$6.74K - $8.36K
|
1.41K
$102K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-54- 2.44% |
$7K - $8.68K
|
2.16K
$155K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-54- 0.94% |
$7K - $8.68K
|
5.67K
$408K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-67- 22.48% |
$8.68K - $10.8K
|
231
$16.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-69- 23.31% |
$8.94K - $11.1K
|
227
$16.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-69- 2.3% |
$8.94K - $11.1K
|
2.93K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-72- 2.34% |
$9.33K - $11.6K
|
3.01K
$216K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-74- 4.93% |
$9.59K - $11.9K
|
1.43K
$103K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-76- 0.35% |
$9.85K - $12.2K
|
21.9K
$1.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-77- 11.65% |
$9.98K - $12.4K
|
584
$42K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-79- 5.12% |
$10.2K - $12.7K
|
1.46K
$105K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-85- 4.69% |
$11K - $13.7K
|
1.73K
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-87- 1.17% |
$11.3K - $14K
|
7.32K
$527K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-94- 3.96% |
$12.2K - $15.1K
|
2.28K
$164K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-94- 2.48% |
$12.2K - $15.1K
|
3.7K
$266K
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-94- 2.99% |
$12.2K - $15.1K
|
3.05K
$220K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-105- 21.52% |
$13.6K - $16.9K
|
383
$27.6K
|