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 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-85- 29.31% |
$5.4K - $9.13K
|
205
$15K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-90- 5.33% |
$5.72K - $9.66K
|
1.6K
$117K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-92- 2.76% |
$5.85K - $9.88K
|
3.25K
$238K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-95- 0.15% |
$6.04K - $10.2K
|
63.5K
$4.66M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-95- 48.72% |
$6.04K - $10.2K
|
100
$7.33K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-100- 34.25% |
$6.36K - $10.7K
|
192
$14.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-108- 1.55% |
$6.86K - $11.6K
|
6.84K
$502K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-119- 99.17% |
$7.56K - $12.8K
|
1
$73.4
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-124- 3.22% |
$7.88K - $13.3K
|
3.73K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-130- 1.16% |
$8.26K - $14K
|
11K
$809K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-136- 5.49% |
$8.64K - $14.6K
|
2.34K
$172K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-150- 2.37% |
$9.53K - $16.1K
|
6.17K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-155- 99.36% |
$9.85K - $16.6K
|
1
$73.4
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-168- 5.77% |
$10.7K - $18K
|
2.74K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-176- 3.13% |
$11.2K - $18.9K
|
5.44K
$399K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-191- 19.02% |
$12.1K - $20.5K
|
813
$59.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-191- 2.9% |
$12.1K - $20.5K
|
6.4K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 0.59% |
$12.7K - $21.5K
|
33.5K
$2.46M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 66.67% |
$12.7K - $21.5K
|
100
$7.33K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-201- 72.83% |
$12.8K - $21.6K
|
75
$5.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-219- 77.94% |
$13.9K - $23.5K
|
62
$4.55K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-232- 54.98% |
$14.7K - $24.9K
|
190
$13.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-233- 95.1% |
$14.8K - $25K
|
12
$880
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-254- 2.5% |
$16.1K - $27.3K
|
9.9K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-265- 1.75% |
$16.8K - $28.5K
|
14.9K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-270- 44.12% |
$17.2K - $29K
|
342
$25.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-274- 2.81% |
$17.4K - $29.4K
|
9.49K
$696K
|
|
|
Nov 12, 2024
Q3 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-282- 8.26% |
$17.9K - $30.3K
|
3.13K
$230K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-284- 11.75% |
$18.1K - $30.5K
|
2.13K
$157K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-290- 3.15% |
$18.4K - $31.1K
|
8.92K
$655K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-294- 5.2% |
$18.7K - $31.6K
|
5.36K
$393K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-303- 48.64% |
$19.3K - $32.5K
|
320
$23.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-358- 73.21% |
$22.8K - $38.4K
|
131
$9.61K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-364- 31.33% |
$23.1K - $39.1K
|
798
$58.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
SELL
|
- |
-364- 3.45% |
$23.1K - $39.1K
|
10.2K
$746K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-367- 8.73% |
$23.3K - $39.4K
|
3.84K
$281K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-377- 62.11% |
$24K - $40.5K
|
230
$16.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-384- 10.68% |
$24.4K - $41.2K
|
3.21K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-385- 13.79% |
$24.5K - $41.3K
|
2.41K
$176K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-386- 73.95% |
$24.5K - $41.4K
|
136
$9.98K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 3.79% |
$25.4K - $42.9K
|
10.2K
$745K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-419- 97.67% |
$26.6K - $45K
|
10
$734
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-428- 2.41% |
$27.2K - $46K
|
17.3K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-439- 13.08% |
$27.9K - $47.1K
|
2.92K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-439- 6.13% |
$27.9K - $47.1K
|
6.72K
$493K
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-473- 0.73% |
$30.1K - $50.8K
|
64.7K
$4.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-479- 5.99% |
$30.4K - $51.4K
|
7.52K
$551K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-479- 3.74% |
$30.4K - $51.4K
|
12.3K
$904K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-480- 71.86% |
$30.5K - $51.5K
|
188
$13.8K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-486- 2.41% |
$30.9K - $52.2K
|
19.7K
$1.44M
|