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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
76New |
$7.88K - $10.8K
|
76
$5.47K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 7.08% |
$7.88K - $10.8K
|
1.15K
$82.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
72+ 2.24% |
$7.46K - $10.2K
|
3.29K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
71+ 7.16% |
$7.36K - $10.1K
|
1.06K
$76.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
64+ 5.21% |
$6.63K - $9.11K
|
1.29K
$93K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
63+ 31.03% |
$6.53K - $8.96K
|
266
$19.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
63New |
$6.53K - $8.96K
|
63
$4.53K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
60New |
$6.22K - $8.54K
|
60
$4.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
60New |
$6.22K - $8.54K
|
60
$4.32K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
57+ 26.39% |
$5.91K - $8.11K
|
273
$19.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
57+ 300.0% |
$5.91K - $8.11K
|
76
$5.47K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
56+ 700.0% |
$5.8K - $7.97K
|
64
$4.61K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
54New |
$5.6K - $7.68K
|
54
$3.89K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
54New |
$5.6K - $7.68K
|
54
$3.89K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
51+ 159.38% |
$5.29K - $7.26K
|
83
$5.97K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
50New |
$5.18K - $7.11K
|
50
$3.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
50New |
$5.18K - $7.11K
|
50
$3.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
49+ 1.59% |
$5.08K - $6.97K
|
3.12K
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
46+ 1.32% |
$4.77K - $6.55K
|
3.54K
$254K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
45+ 12.23% |
$4.66K - $6.4K
|
413
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
44+ 26.99% |
$4.56K - $6.26K
|
207
$14.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39+ 11.57% |
$4.04K - $5.55K
|
376
$27.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
34+ 0.33% |
$3.52K - $4.84K
|
10.3K
$740K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
33New |
$3.42K - $4.7K
|
33
$2.38K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
32+ 1600.0% |
$3.32K - $4.55K
|
34
$2.45K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
30+ 76.92% |
$3.11K - $4.27K
|
69
$4.97K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
29+ 1.31% |
$3.01K - $4.13K
|
2.25K
$162K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
28New |
$2.9K - $3.98K
|
28
$2.02K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 625.0% |
$2.59K - $3.56K
|
29
$2.09K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
25+ 2.96% |
$2.59K - $3.56K
|
871
$62.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24+ 342.86% |
$2.49K - $3.41K
|
31
$2.23K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
23New |
$2.38K - $3.27K
|
23
$1.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
22New |
$2.28K - $3.13K
|
22
$1.58K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 22.0% |
$2.28K - $3.13K
|
122
$8.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 42.86% |
$2.18K - $2.99K
|
70
$5.04K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21New |
$2.18K - $2.99K
|
21
$1.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 0.69% |
$2.07K - $2.85K
|
2.9K
$209K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
20New |
$2.07K - $2.85K
|
20
$1.44K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 10.73% |
$1.97K - $2.7K
|
196
$14.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
17+ 4.86% |
$1.76K - $2.42K
|
367
$26.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
17New |
$1.76K - $2.42K
|
17
$1.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
16New |
$1.66K - $2.28K
|
16
$1.15K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 17.65% |
$1.55K - $2.13K
|
100
$7.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$1.55K - $2.13K
|
15
$1.08K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
15New |
$1.55K - $2.13K
|
15
$1.08K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
15+ 0.04% |
$1.55K - $2.13K
|
36.6K
$2.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13New |
$1.35K - $1.85K
|
13
$936
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13New |
$1.35K - $1.85K
|
13
$936
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 48.15% |
$1.35K - $1.85K
|
40
$2.88K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 6.4% |
$1.35K - $1.85K
|
216
$15.5K
|