Purchases and Sales Made in Q2 2025 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.6K+ 136.18% |
$2.7M - $3.05M
|
96.4K
$5.2M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.7K+ 1163.34% |
$1.69M - $1.9M
|
37.7K
$2.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.9K+ 6.02% |
$1.11M - $1.26M
|
404K
$21.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.8K+ 71.48% |
$1.01M - $1.14M
|
50K
$2.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.1KNew |
$780K - $881K
|
16.1K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.9K+ 72.98% |
$770K - $870K
|
37.6K
$2.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.13K+ 2.64% |
$346K - $391K
|
277K
$14.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
6.83KNew |
$332K - $375K
|
6.83K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.59K+ 659200.0% |
$320K - $362K
|
6.59K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.63K+ 6.95% |
$273K - $309K
|
86.6K
$4.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.62KNew |
$224K - $253K
|
4.62K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.58KNew |
$222K - $251K
|
4.58K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.41KNew |
$214K - $242K
|
4.41K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.73KNew |
$181K - $205K
|
3.73K
$201K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.58K+ 12.49% |
$174K - $196K
|
32.2K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.5K+ 24.52% |
$170K - $192K
|
17.8K
$958K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.12KNew |
$103K - $116K
|
2.12K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.88K+ 30.3% |
$91.1K - $103K
|
8.07K
$435K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
989+ 5.46% |
$48K - $54.2K
|
19.1K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
764+ 11.2% |
$37.1K - $41.9K
|
7.59K
$409K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
540+ 7.42% |
$26.2K - $29.6K
|
7.82K
$421K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
220+ 3.14% |
$10.7K - $12.1K
|
7.22K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
202+ 3.31% |
$9.81K - $11.1K
|
6.31K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
157+ 78.5% |
$7.63K - $8.61K
|
357
$19.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
98+ 1.57% |
$4.76K - $5.38K
|
6.32K
$341K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8New |
$389 - $439
|
8
$431
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$48.6 - $54.9
|
4.78K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.62% |
$48.6 - $54.9
|
163
$8.79K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22- 0.16% |
$1.07K - $1.21K
|
13.4K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-123- 1.56% |
$5.97K - $6.75K
|
7.77K
$419K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-214- 3.09% |
$10.4K - $11.7K
|
6.71K
$361K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-326- 0.2% |
$15.8K - $17.9K
|
159K
$8.58M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-365- 2.07% |
$17.7K - $20K
|
17.2K
$930K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-577- 11.92% |
$28K - $31.6K
|
4.26K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-587- 21.22% |
$28.5K - $32.2K
|
2.18K
$117K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-590- 0.97% |
$28.7K - $32.4K
|
60.3K
$3.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-667- 5.32% |
$32.4K - $36.6K
|
11.9K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.58K- 11.11% |
$174K - $196K
|
28.7K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.3K- 11.38% |
$257K - $290K
|
41.2K
$2.22M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.97K- 18.0% |
$436K - $492K
|
40.9K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-9.52K- 24.14% |
$462K - $522K
|
29.9K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.69K- 50.59% |
$471K - $532K
|
9.47K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.4K- 50.65% |
$795K - $897K
|
15.9K
$859K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-116K- 21.51% |
$5.65M - $6.38M
|
424K
$22.9M
|