Purchases and Sales Made in Q3 2024 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
8New |
$508 - $859
|
8
$576
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 25.81% |
$508 - $859
|
39
$2.81K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 7.55% |
$508 - $859
|
114
$8.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 8.42% |
$508 - $859
|
103
$7.41K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7New |
$445 - $752
|
7
$504
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6+ 100.0% |
$381 - $644
|
12
$864
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.36% |
$254 - $429
|
1.11K
$79.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3+ 0.3% |
$191 - $322
|
1K
$72.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 25.0% |
$191 - $322
|
15
$1.08K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
2New |
$127 - $215
|
2
$144
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 12.5% |
$127 - $215
|
18
$1.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2New |
$127 - $215
|
2
$144
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$63.6 - $107
|
1
$72
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 33.33% |
$63.6 - $107
|
4
$288
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1- 0.01% |
$63.6 - $107
|
7.73K
$556K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 0.49% |
$127 - $215
|
403
$29K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3- 16.67% |
$191 - $322
|
15
$1.08K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 1.66% |
$254 - $429
|
237
$17.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-6- 50.0% |
$381 - $644
|
6
$432
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 4.2% |
$381 - $644
|
137
$9.86K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7- 19.44% |
$445 - $752
|
29
$2.09K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8- 0.92% |
$508 - $859
|
861
$62K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 2.08% |
$572 - $966
|
424
$30.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-10- 14.08% |
$636 - $1.07K
|
61
$4.39K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-10- 76.92% |
$636 - $1.07K
|
3
$216
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-10- 0.29% |
$636 - $1.07K
|
3.44K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-11- 61.11% |
$699 - $1.18K
|
7
$504
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 1.09% |
$1.02K - $1.72K
|
1.45K
$104K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-16- 55.17% |
$1.02K - $1.72K
|
13
$936
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-18- 12.0% |
$1.14K - $1.93K
|
132
$9.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-20- 21.28% |
$1.27K - $2.15K
|
74
$5.33K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-28- 38.36% |
$1.78K - $3.01K
|
45
$3.24K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-29- 23.2% |
$1.84K - $3.11K
|
96
$6.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-33- 0.11% |
$2.1K - $3.54K
|
28.8K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-35- 51.47% |
$2.22K - $3.76K
|
33
$2.38K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-36- 1.52% |
$2.29K - $3.86K
|
2.34K
$168K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-38- 38.78% |
$2.42K - $4.08K
|
60
$4.32K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-44- 20.56% |
$2.8K - $4.72K
|
170
$12.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-45- 24.59% |
$2.86K - $4.83K
|
138
$9.93K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-48- 70.59% |
$3.05K - $5.15K
|
20
$1.44K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-56- 60.22% |
$3.56K - $6.01K
|
37
$2.66K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-59- 0.95% |
$3.75K - $6.33K
|
6.14K
$442K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-60- 30.3% |
$3.81K - $6.44K
|
138
$9.93K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-67- 0.67% |
$4.26K - $7.19K
|
10K
$720K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-72- 29.03% |
$4.58K - $7.73K
|
176
$12.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-75- 1.99% |
$4.77K - $8.05K
|
3.69K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-85- 29.31% |
$5.4K - $9.13K
|
205
$14.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-90- 5.33% |
$5.72K - $9.66K
|
1.6K
$115K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-92- 2.76% |
$5.85K - $9.88K
|
3.25K
$234K
|