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 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-110- 35.03% |
$14.3K - $17.7K
|
204
$14.7K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-111- 3.07% |
$14.4K - $17.8K
|
3.5K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-111- 2.11% |
$14.4K - $17.8K
|
5.15K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-113- 8.74% |
$14.6K - $18.2K
|
1.18K
$84.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-115- 0.61% |
$14.9K - $18.5K
|
18.9K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-121- 7.46% |
$15.7K - $19.4K
|
1.5K
$108K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-122- 6.47% |
$15.8K - $19.6K
|
1.76K
$127K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-126- 43.15% |
$16.3K - $20.2K
|
166
$11.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-127- 7.27% |
$16.5K - $20.4K
|
1.62K
$117K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-130- 12.87% |
$16.8K - $20.9K
|
880
$63.3K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-131- 1.08% |
$17K - $21K
|
12K
$867K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-133- 1.53% |
$17.2K - $21.4K
|
8.54K
$615K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-134- 6.78% |
$17.4K - $21.5K
|
1.84K
$133K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-138- 1.27% |
$17.9K - $22.2K
|
10.7K
$772K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-167- 3.26% |
$21.6K - $26.8K
|
4.96K
$357K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-189- 0.49% |
$24.5K - $30.4K
|
38.2K
$2.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-190- 1.02% |
$24.6K - $30.5K
|
18.5K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-190- 10.33% |
$24.6K - $30.5K
|
1.65K
$119K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-191- 7.7% |
$24.7K - $30.7K
|
2.29K
$165K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-193- 1.5% |
$25K - $31K
|
12.6K
$910K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-194- 2.63% |
$25.1K - $31.2K
|
7.19K
$518K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-197- 1.69% |
$25.5K - $31.7K
|
11.4K
$823K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 1.14% |
$25.9K - $32.1K
|
17.3K
$1.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-206- 1.59% |
$26.7K - $33.1K
|
12.7K
$917K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-215- 10.03% |
$27.9K - $34.5K
|
1.93K
$139K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-219- 0.37% |
$28.4K - $35.2K
|
58.4K
$4.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-220- 48.14% |
$28.5K - $35.3K
|
237
$17.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-233- 7.07% |
$30.2K - $37.4K
|
3.06K
$220K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-234- 96.69% |
$30.3K - $37.6K
|
8
$576
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-239- 50.0% |
$31K - $38.4K
|
239
$17.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-239- 2.57% |
$31K - $38.4K
|
9.06K
$652K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-241- 0.91% |
$31.2K - $38.7K
|
26.3K
$1.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-244- 9.46% |
$31.6K - $39.2K
|
2.34K
$168K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-247- 11.26% |
$32K - $39.7K
|
1.95K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-269- 9.75% |
$34.9K - $43.2K
|
2.49K
$179K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-290- 2.46% |
$37.6K - $46.6K
|
11.5K
$828K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-290- 35.58% |
$37.6K - $46.6K
|
525
$37.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-292- 2.11% |
$37.8K - $46.9K
|
13.6K
$976K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-308- 2.86% |
$39.9K - $49.5K
|
10.5K
$753K
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-310- 13.15% |
$40.2K - $49.8K
|
2.05K
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-310- 10.36% |
$40.2K - $49.8K
|
2.68K
$193K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-319- 10.63% |
$41.3K - $51.3K
|
2.68K
$193K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-320- 17.42% |
$41.5K - $51.4K
|
1.52K
$109K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-320- 5.02% |
$41.5K - $51.4K
|
6.05K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-321- 5.37% |
$41.6K - $51.6K
|
5.66K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-336- 0.61% |
$43.5K - $54K
|
55K
$3.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-338- 0.6% |
$43.8K - $54.3K
|
56.1K
$4.04M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-345- 8.15% |
$44.7K - $55.4K
|
3.89K
$280K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-347- 50.14% |
$45K - $55.8K
|
345
$24.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-350- 6.94% |
$45.3K - $56.2K
|
4.7K
$338K
|