Purchases and Sales Made in Q2 2021 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2021
Q2 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
60.5K+ 81.44% |
N/A
|
135K
$6.13M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.4KNew |
N/A
|
55.4K
$2.52M
|
|
|
Aug 12, 2021
Q2 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
37.3K+ 644.68% |
N/A
|
43.1K
$1.96M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
26.3K+ 274.22% |
N/A
|
35.9K
$1.63M
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.7KNew |
N/A
|
11.7K
$531K
|
|
|
Aug 11, 2021
Q2 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 4.87% |
N/A
|
218K
$9.91M
|
|
|
Aug 13, 2021
Q2 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
6.14K+ 27.8% |
N/A
|
28.2K
$1.28M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.93KNew |
N/A
|
5.93K
$270K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.55KNew |
N/A
|
4.55K
$207K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.24K+ 88.62% |
N/A
|
9.02K
$410K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.01K+ 12.01% |
N/A
|
28K
$1.28M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.1K+ 43.75% |
N/A
|
6.9K
$314K
|
|
|
Jul 29, 2021
Q2 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.62K+ 1.91% |
N/A
|
86.8K
$3.95M
|
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.18K+ 6.52% |
N/A
|
19.4K
$880K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.02K+ 30.7% |
N/A
|
4.36K
$198K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
837+ 2.24% |
N/A
|
38.3K
$1.74M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
815+ 8.52% |
N/A
|
10.4K
$472K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
304New |
N/A
|
304
$13.8K
|
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
241New |
N/A
|
241
$11K
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
219+ 93.99% |
N/A
|
452
$20.6K
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
N/A
|
200
$9.1K
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
197New |
N/A
|
197
$8.96K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
134New |
N/A
|
134
$6.1K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
83New |
N/A
|
83
$3.78K
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
8+ 1.33% |
N/A
|
610
$27.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4- 66.67% |
N/A
|
2
$91
|
|
|
Aug 09, 2021
Q2 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-86- 0.1% |
N/A
|
90K
$4.09M
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-93- 0.6% |
N/A
|
15.3K
$697K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-209- 25.18% |
N/A
|
621
$28.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-220Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-259- 10.69% |
N/A
|
2.16K
$98.4K
|
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.06K- 20.47% |
N/A
|
7.98K
$363K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.78K- 27.38% |
N/A
|
7.37K
$335K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.98K- 17.51% |
N/A
|
18.8K
$853K
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.68K- 50.62% |
N/A
|
9.44K
$429K
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.2KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.6K- 72.55% |
N/A
|
7.03K
$320K
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.8K- 7.73% |
N/A
|
343K
$15.6M
|
|
|
Jul 14, 2021
Q2 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-30.1K- 8.72% |
N/A
|
315K
$14.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-106K- 63.54% |
N/A
|
60.6K
$2.76M
|
|
|
Aug 16, 2021
Q2 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.2M- 99.38% |
N/A
|
7.49K
$341K
|
|