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 |
---|---|---|---|---|---|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
7,483
shares
|
$375,945
0.0% of portfolio
|
Q2 2024
Reduced 43.88%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,327
shares
|
$368,108
0.08% of portfolio
|
Q2 2023
Reduced 41.74%
|
|
Bell Bank
|
Jul 31, 2024 Q2 2024 |
7,000
shares
|
$351,680
0.03% of portfolio
|
Q4 2022
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
5,861
shares
|
$294,456
0.0% of portfolio
|
Q2 2024
Reduced 7.23%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
5,437
shares
|
$273,154
0.0% of portfolio
|
Q2 2024
New holding
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 05, 2024 Q2 2024 |
5,353
shares
|
$268,934
0.0% of portfolio
|
Q2 2024
Reduced 58.03%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
3,714
shares
|
$186,591
0.12% of portfolio
|
Q2 2024
New holding
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
3,600
shares
|
$180,864
0.02% of portfolio
|
Q1 2021
Reduced 31.43%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
3,471
shares
|
$174,383
0.0% of portfolio
|
Q2 2024
Added 146.52%
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,008
shares
|
$100,881
0.05% of portfolio
|
Q2 2024
New holding
|
|
Millburn Ridgefield Corp
|
Aug 14, 2024 Q2 2024 |
1,366
shares
|
$68,627
0.0% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,340
shares
|
$67,321
0.0% of portfolio
|
Q2 2024
Added 12.89%
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
1,000
shares
|
$50,240
0.02% of portfolio
|
Q1 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
500
shares
|
$25,120
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
452
shares
|
$22,708
0.0% of portfolio
|
Q2 2021
Added 93.99%
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 08, 2024 Q2 2024 |
414
shares
|
$20,799
0.01% of portfolio
|
Q4 2023
Added 120.21%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
252
shares
|
$12,660
0.0% of portfolio
|
Q4 2020
Added 40.08%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
243
shares
|
$12,208
0.0% of portfolio
|
Q2 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
200
shares
|
$10,048
0.0% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
175
shares
|
$8,792
0.0% of portfolio
|
Q2 2022
Reduced 19.35%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
165
shares
|
$8,289
0.0% of portfolio
|
Q3 2023
New holding
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
157
shares
|
$7,887
0.0% of portfolio
|
Q1 2024
Added 0.64%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
124
shares
|
$6,229
0.0% of portfolio
|
Q1 2024
Reduced 39.81%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
113
shares
|
$5,677
0.0% of portfolio
|
Q2 2024
New holding
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
87
shares
|
$4,370
0.0% of portfolio
|
Q1 2024
Reduced 23.68%
|