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 62 institutions that hold shares in the stock, with a total of 2.16 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
165
shares
|
$8,971
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
162
shares
|
$8,807
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
124
shares
|
$6,741
0.0% of portfolio
|
Q1 2024
Reduced 39.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
113
shares
|
$6,143
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
91
shares
|
$4,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
72
shares
|
$3,914
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2025 Q1 2025 |
61
shares
|
$3,316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
42
shares
|
$2,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
30
shares
|
$1,631
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9
shares
|
$489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1
shares
|
$54
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|