Purchases and Sales Made in Q3 2022 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 1.1% |
$2.31K - $2.95K
|
1.56K
$114K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 800.0% |
$2.17K - $2.77K
|
18
$1.32K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
15+ 0.79% |
$2.04K - $2.6K
|
1.9K
$140K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15New |
$2.04K - $2.6K
|
15
$1.1K
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
14+ 6.28% |
$1.9K - $2.43K
|
237
$17.4K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
14New |
$1.9K - $2.43K
|
14
$1.03K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
13+ 3.94% |
$1.76K - $2.25K
|
343
$25.2K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 16.46% |
$1.76K - $2.25K
|
92
$6.75K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 12.5% |
$1.63K - $2.08K
|
108
$7.92K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
12+ 0.51% |
$1.63K - $2.08K
|
2.38K
$174K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10New |
$1.36K - $1.73K
|
10
$734
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
10+ 0.19% |
$1.36K - $1.73K
|
5.39K
$396K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
8+ 0.23% |
$1.09K - $1.39K
|
3.46K
$254K
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
7+ 0.19% |
$950 - $1.21K
|
3.74K
$274K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
7+ 2.53% |
$950 - $1.21K
|
284
$20.8K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6New |
$814 - $1.04K
|
6
$440
|
|
Oct 31, 2022
Q3 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5+ 0.67% |
$678 - $867
|
756
$55.5K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5+ 3.03% |
$678 - $867
|
170
$12.5K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 1.3% |
$407 - $520
|
234
$17.2K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 2.75% |
$407 - $520
|
112
$8.22K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 1.94% |
$271 - $347
|
105
$7.7K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 0.03% |
$271 - $347
|
6.11K
$448K
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
2+ 0.08% |
$271 - $347
|
2.53K
$185K
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.13% |
$271 - $347
|
1.54K
$113K
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2New |
$271 - $347
|
2
$147
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
1+ 0.04% |
$136 - $173
|
2.47K
$181K
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1- 0.56% |
$136 - $173
|
179
$13.1K
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$136 - $173
|
1
$73.4
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.93% |
$136 - $173
|
107
$7.85K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3- 0.18% |
$407 - $520
|
1.65K
$121K
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5- 2.46% |
$678 - $867
|
198
$14.5K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 38.89% |
$950 - $1.21K
|
11
$807
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 70.0% |
$950 - $1.21K
|
3
$220
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-9- 0.52% |
$1.22K - $1.56K
|
1.72K
$126K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9- 28.13% |
$1.22K - $1.56K
|
23
$1.69K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 0.57% |
$1.36K - $1.73K
|
1.74K
$128K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 26.32% |
$1.36K - $1.73K
|
28
$2.05K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11- 0.17% |
$1.49K - $1.91K
|
6.52K
$478K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-11- 17.19% |
$1.49K - $1.91K
|
53
$3.89K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-12- 9.6% |
$1.63K - $2.08K
|
113
$8.29K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-14- 0.94% |
$1.9K - $2.43K
|
1.48K
$109K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-15- 0.37% |
$2.04K - $2.6K
|
4.08K
$300K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-18- 0.92% |
$2.44K - $3.12K
|
1.93K
$141K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-18- 29.03% |
$2.44K - $3.12K
|
44
$3.23K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-19- 7.54% |
$2.58K - $3.29K
|
233
$17.1K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-21- 16.28% |
$2.85K - $3.64K
|
108
$7.92K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-22- 91.67% |
$2.98K - $3.81K
|
2
$147
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-24- 0.68% |
$3.26K - $4.16K
|
3.5K
$257K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-25- 9.33% |
$3.39K - $4.33K
|
243
$17.8K
|