Institutional Ownership Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
577,719
shares
|
$29.2 Million
0.1% of portfolio
|
Q2 2024
Added 3.04%
|
|
First Citizens Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
562,893
shares
|
$28.4 Million
0.4% of portfolio
|
Q2 2024
Added 3.27%
|
|
Aprio Wealth Management, LLC
|
Jul 10, 2024 Q2 2024 |
450,443
shares
|
$22.8 Million
3.94% of portfolio
|
Q2 2024
Added 104.35%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
249,280
shares
|
$12.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 49.78%
|
|
Aaron Wealth Advisors LLC
|
Jul 22, 2024 Q2 2024 |
196,684
shares
|
$9.94 Million
1.23% of portfolio
|
Q2 2024
Reduced 60.5%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
142,243
shares
|
$7.19 Million
0.0% of portfolio
|
Q2 2024
Added 19.29%
|
|
Svb Wealth LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
100,586
shares
|
$5.08 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
Wealth Architects, LLC
|
Aug 08, 2024 Q2 2024 |
66,768
shares
|
$3.37 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
62,844
shares
|
$3.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
Pitcairn CO
Jenkintown, PA |
Aug 13, 2024 Q2 2024 |
43,601
shares
|
$2.2 Million
0.12% of portfolio
|
Q1 2024
Reduced 16.88%
|
|
Vestcor Inc
Fredericton, A3 |
Aug 13, 2024 Q2 2024 |
30,725
shares
|
$1.55 Million
0.05% of portfolio
|
Q2 2024
Added 15.05%
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 12, 2024 Q2 2024 |
25,779
shares
|
$1.3 Million
0.43% of portfolio
|
Q2 2024
Reduced 23.89%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
21,020
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.98%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
19,258
shares
|
$972,914
0.0% of portfolio
|
Q2 2024
Reduced 22.19%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
17,586
shares
|
$888,444
0.04% of portfolio
|
Q2 2024
Added 0.01%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
16,625
shares
|
$839,895
0.0% of portfolio
|
Q2 2024
Reduced 8.37%
|
|
Sg Americas Securities, LLC
|
Jul 12, 2024 Q2 2024 |
14,626
shares
|
$738,905
0.0% of portfolio
|
Q2 2024
Reduced 66.87%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
13,853
shares
|
$699,853
0.0% of portfolio
|
Q2 2024
Reduced 14.15%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
12,900
shares
|
$651,708
0.0% of portfolio
|
Q2 2024
Reduced 7.67%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
11,851
shares
|
$598,712
0.0% of portfolio
|
Q2 2024
Reduced 72.47%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
10,006
shares
|
$505,503
0.0% of portfolio
|
Q2 2024
Added 72.67%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
9,005
shares
|
$454,932
0.0% of portfolio
|
Q2 2024
Reduced 39.93%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
8,714
shares
|
$440,231
0.0% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
8,231
shares
|
$415,830
0.0% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
7,945
shares
|
$401,381
0.03% of portfolio
|
Q2 2024
Reduced 11.75%
|