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 49 institutions that hold shares in the stock, with a total of 2.08 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
6,499
shares
|
$341,327
0.0% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
5,390
shares
|
$283,082
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,983
shares
|
$261,707
0.0% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,891
shares
|
$256,875
0.0% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,219
shares
|
$221,581
0.0% of portfolio
|
Q4 2024
Added 79.76%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
3,600
shares
|
$189,072
0.02% of portfolio
|
Q1 2021
Reduced 31.43%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,585
shares
|
$188,284
0.0% of portfolio
|
Q4 2024
Added 19.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,409
shares
|
$126,520
0.0% of portfolio
|
Q4 2024
Reduced 21.38%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
786
shares
|
$41,280
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
452
shares
|
$23,739
0.0% of portfolio
|
Q2 2021
Added 93.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
252
shares
|
$13,235
0.0% of portfolio
|
Q4 2020
Added 40.08%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
250
shares
|
$13,130
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
200
shares
|
$10,504
0.0% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
165
shares
|
$8,665
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
162
shares
|
$8,508
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
124
shares
|
$6,512
0.0% of portfolio
|
Q1 2024
Reduced 39.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
113
shares
|
$5,934
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
112
shares
|
$5,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
87
shares
|
$4,569
0.0% of portfolio
|
Q1 2024
Reduced 23.68%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
72
shares
|
$3,781
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
30
shares
|
$1,575
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
9
shares
|
$472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4
shares
|
$210
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|