Purchases and Sales Made in Q4 2021 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
23+ 5.04% |
$2.23K - $3.37K
|
479
$35.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22+ 0.62% |
$2.14K - $3.23K
|
3.55K
$261K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
20+ 57.14% |
$1.94K - $2.93K
|
55
$4.03K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20+ 3.55% |
$1.94K - $2.93K
|
583
$42.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 90.0% |
$1.75K - $2.64K
|
38
$2.79K
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
18+ 0.39% |
$1.75K - $2.64K
|
4.65K
$341K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
15+ 0.15% |
$1.46K - $2.2K
|
10.2K
$747K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
14New |
$1.36K - $2.05K
|
14
$1.03K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
13New |
$1.26K - $1.91K
|
13
$954
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
11+ 29.73% |
$1.07K - $1.61K
|
48
$3.52K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
11+ 0.47% |
$1.07K - $1.61K
|
2.34K
$172K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6New |
$583 - $880
|
6
$440
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 13.95% |
$583 - $880
|
49
$3.59K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
5New |
$486 - $733
|
5
$367
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4New |
$388 - $586
|
4
$293
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4New |
$388 - $586
|
4
$293
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
2New |
$194 - $293
|
2
$147
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 2.34% |
$291 - $440
|
125
$9.17K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
SELL
|
- |
-5- 0.1% |
$486 - $733
|
4.89K
$358K
|
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-5- 0.02% |
$486 - $733
|
21.8K
$1.6M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 10.29% |
$680 - $1.03K
|
61
$4.47K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9Closed |
$874 - $1.32K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-11- 8.15% |
$1.07K - $1.61K
|
124
$9.1K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 1.09% |
$1.36K - $2.05K
|
1.28K
$93.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-14- 0.23% |
$1.36K - $2.05K
|
6.1K
$447K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15- 0.55% |
$1.46K - $2.2K
|
2.7K
$198K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16- 50.0% |
$1.55K - $2.35K
|
16
$1.17K
|
|
|
Feb 10, 2022
Q4 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-16- 0.63% |
$1.55K - $2.35K
|
2.53K
$186K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-18- 4.63% |
$1.75K - $2.64K
|
371
$27.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18- 0.85% |
$1.75K - $2.64K
|
2.09K
$153K
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-20- 80.0% |
$1.94K - $2.93K
|
5
$367
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-25Closed |
$2.43K - $3.67K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-29Closed |
$2.82K - $4.25K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-36Closed |
$3.5K - $5.28K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-41Closed |
$3.98K - $6.01K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-44Closed |
$4.27K - $6.45K
|
0
$0
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 1.13% |
$4.86K - $7.33K
|
4.39K
$322K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-58Closed |
$5.63K - $8.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-62Closed |
$6.02K - $9.09K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-70- 1.7% |
$6.8K - $10.3K
|
4.04K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-75- 0.4% |
$7.28K - $11K
|
18.7K
$1.37M
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-75- 0.27% |
$7.28K - $11K
|
27.4K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-76- 4.89% |
$7.38K - $11.1K
|
1.48K
$108K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-81- 13.19% |
$7.87K - $11.9K
|
533
$39.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-81- 1.02% |
$7.87K - $11.9K
|
7.86K
$577K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-83- 0.63% |
$8.06K - $12.2K
|
13K
$954K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-85- 45.95% |
$8.25K - $12.5K
|
100
$7.33K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
SELL
|
- |
-88- 61.97% |
$8.55K - $12.9K
|
54
$3.96K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-93- 55.36% |
$9.03K - $13.6K
|
75
$5.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-99- 62.26% |
$9.61K - $14.5K
|
60
$4.4K
|