Purchases and Sales Made in Q4 2023 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
391+ 21.58% |
$40.5K - $55.6K
|
2.2K
$159K
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
377+ 2.02% |
$39.1K - $53.6K
|
19.1K
$1.37M
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
375+ 4.71% |
$38.9K - $53.4K
|
8.34K
$600K
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
375+ 14.62% |
$38.9K - $53.4K
|
2.94K
$212K
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
363New |
$37.6K - $51.7K
|
363
$26.1K
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
356+ 1.04% |
$36.9K - $50.7K
|
34.6K
$2.49M
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
356+ 1.04% |
$36.9K - $50.7K
|
34.6K
$2.49M
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
344+ 8.76% |
$35.7K - $48.9K
|
4.27K
$308K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
322+ 2.23% |
$33.4K - $45.8K
|
14.8K
$1.06M
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
317+ 3.23% |
$32.9K - $45.1K
|
10.1K
$730K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
313+ 19.9% |
$32.4K - $44.5K
|
1.89K
$136K
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
293+ 14.66% |
$30.4K - $41.7K
|
2.29K
$165K
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
276+ 1.46% |
$28.6K - $39.3K
|
19.2K
$1.38M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
256+ 3.45% |
$26.5K - $36.4K
|
7.67K
$552K
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
247New |
$25.6K - $35.1K
|
247
$17.8K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
246New |
$25.5K - $35K
|
246
$17.7K
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
245New |
$25.4K - $34.9K
|
245
$17.6K
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
207New |
$21.5K - $29.5K
|
207
$14.9K
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
201+ 268.0% |
$20.8K - $28.6K
|
276
$19.9K
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.56% |
$20.7K - $28.5K
|
36.2K
$2.6M
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 200.0% |
$20.7K - $28.5K
|
300
$21.6K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
197New |
$20.4K - $28K
|
197
$14.2K
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
190New |
$19.7K - $27K
|
190
$13.7K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
185+ 4.3% |
$19.2K - $26.3K
|
4.48K
$323K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
185New |
$19.2K - $26.3K
|
185
$13.3K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
183New |
$19K - $26K
|
183
$13.2K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
183+ 4.47% |
$19K - $26K
|
4.28K
$308K
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
169New |
$17.5K - $24K
|
169
$12.2K
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
161+ 5.72% |
$16.7K - $22.9K
|
2.98K
$214K
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
157+ 8.02% |
$16.3K - $22.3K
|
2.11K
$152K
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
150+ 6.98% |
$15.5K - $21.3K
|
2.3K
$166K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
147+ 4.07% |
$15.2K - $20.9K
|
3.76K
$271K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
146+ 3.77% |
$15.1K - $20.8K
|
4.02K
$289K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
141New |
$14.6K - $20.1K
|
141
$10.1K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
127+ 44.88% |
$13.2K - $18.1K
|
410
$29.5K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
123+ 6.6% |
$12.7K - $17.5K
|
1.99K
$143K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
122+ 17.3% |
$12.6K - $17.4K
|
827
$59.5K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
121New |
$12.5K - $17.2K
|
121
$8.71K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
115+ 9.27% |
$11.9K - $16.4K
|
1.36K
$97.5K
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
110+ 0.68% |
$11.4K - $15.7K
|
16.3K
$1.18M
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
109+ 1.0% |
$11.3K - $15.5K
|
11K
$791K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
101New |
$10.5K - $14.4K
|
101
$7.27K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
99+ 15.0% |
$10.3K - $14.1K
|
759
$54.6K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
95+ 1.69% |
$9.85K - $13.5K
|
5.72K
$412K
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
94+ 0.32% |
$9.74K - $13.4K
|
29.2K
$2.1M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87+ 26.44% |
$9.02K - $12.4K
|
416
$29.9K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
85+ 0.98% |
$8.81K - $12.1K
|
8.72K
$627K
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
84New |
$8.71K - $12K
|
84
$6.05K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
80New |
$8.29K - $11.4K
|
80
$5.76K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
79+ 1.19% |
$8.19K - $11.2K
|
6.72K
$484K
|