Purchases and Sales Made in Q1 2021 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q1 2021. The information is specifically focused on institutions that hold shares of DJ BROOKFIELD GLOBAL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
116K+ 10.55% |
$4.71M - $5.06M
|
1.21M
$61.3M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
33K+ 9.73% |
$1.34M - $1.44M
|
372K
$18.8M
|
|
Apr 14, 2021
Q1 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
32.3K+ 10.32% |
$1.32M - $1.41M
|
346K
$17.5M
|
|
May 17, 2021
Q1 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
30.4K+ 22.39% |
$1.24M - $1.33M
|
166K
$8.4M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.6KNew |
$1.04M - $1.12M
|
25.6K
$1.29M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25KNew |
$1.02M - $1.1M
|
25K
$1.27M
|
|
May 10, 2021
Q1 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
24.9K+ 67.7% |
$1.01M - $1.09M
|
61.6K
$3.11M
|
|
May 14, 2021
Q1 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
13.3K+ 152.5% |
$543K - $583K
|
22.1K
$1.12M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.1K+ 36.98% |
$412K - $442K
|
37.4K
$1.89M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.57KNew |
$390K - $419K
|
9.57K
$483K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
7.16KNew |
$291K - $313K
|
7.16K
$362K
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
6.74K+ 58.99% |
$275K - $295K
|
18.2K
$918K
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.4K+ 39.35% |
$220K - $236K
|
19.1K
$966K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.8KNew |
$196K - $210K
|
4.8K
$243K
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.68K+ 4682.0% |
$191K - $205K
|
4.78K
$242K
|
|
May 03, 2021
Q1 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.22K+ 2.07% |
$172K - $185K
|
208K
$10.5M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
4.03K+ 72.43% |
$164K - $176K
|
9.6K
$485K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.29K+ 5.99% |
$52.3K - $56.2K
|
22.7K
$1.15M
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
901+ 6.21% |
$36.7K - $39.4K
|
15.4K
$779K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
606+ 22.21% |
$24.7K - $26.5K
|
3.34K
$169K
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
BUY
|
- |
602New |
$24.5K - $26.3K
|
602
$30.4K
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
65New |
$2.65K - $2.84K
|
65
$3.28K
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25+ 0.25% |
$1.02K - $1.09K
|
10K
$507K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6New |
$244 - $262
|
6
$303
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 2.29% |
$407 - $437
|
426
$21.5K
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-68- 24.73% |
$2.77K - $2.97K
|
207
$10.5K
|
|
Apr 20, 2021
Q1 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-140Closed |
$5.7K - $6.12K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-400Closed |
$16.3K - $17.5K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-595- 5.54% |
$24.2K - $26K
|
10.1K
$513K
|
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.65K- 31.43% |
$67.2K - $72.2K
|
3.6K
$182K
|
|
Apr 29, 2021
Q1 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.77K- 2.04% |
$72.2K - $77.5K
|
85.1K
$4.3M
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-3.88K- 82.36% |
$158K - $170K
|
830
$41.9K
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.42KClosed |
$221K - $237K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.55KClosed |
$226K - $243K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-12.9K- 69.04% |
$525K - $564K
|
5.78K
$292K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.6K- 98.61% |
$636K - $683K
|
220
$11.1K
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.1K- 59.68% |
$737K - $792K
|
12.2K
$618K
|
|
Apr 29, 2021
Q1 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-19.2KClosed |
$781K - $839K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27.3KClosed |
$1.11M - $1.19M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.7KClosed |
$1.21M - $1.3M
|
0
$0
|