Purchases and Sales Made in Q4 2023 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
185K+ 1048.18% |
$7.38M - $8.49M
|
202K
$10M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
172K+ 58.74% |
$6.85M - $7.89M
|
464K
$22.9M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
88.4K+ 357.95% |
$3.53M - $4.06M
|
113K
$5.59M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.4K+ 32.27% |
$3.21M - $3.7M
|
330K
$16.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.6K+ 28.73% |
$2.94M - $3.38M
|
330K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.5KNew |
$940K - $1.08M
|
23.5K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.2K+ 76.07% |
$767K - $883K
|
44.5K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 12.09% |
$511K - $588K
|
119K
$5.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.3K+ 12.59% |
$412K - $474K
|
92.3K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.82K+ 33.83% |
$312K - $359K
|
30.9K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.5K+ 16.68% |
$299K - $345K
|
52.5K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.01KNew |
$200K - $230K
|
5.01K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.15KNew |
$126K - $145K
|
3.15K
$156K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.77K+ 1.49% |
$111K - $127K
|
189K
$9.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.27K+ 15.58% |
$90.5K - $104K
|
16.8K
$831K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
981+ 349.11% |
$39.2K - $45.1K
|
1.26K
$62.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
800+ 2.92% |
$31.9K - $36.8K
|
28.2K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
549+ 7.03% |
$21.9K - $25.2K
|
8.36K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
446+ 6.77% |
$17.8K - $20.5K
|
7.03K
$348K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
318New |
$12.7K - $14.6K
|
318
$15.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
318New |
$12.7K - $14.6K
|
318
$15.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
275New |
$11K - $12.6K
|
275
$13.6K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
252+ 1.5% |
$10.1K - $11.6K
|
17.1K
$845K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
226+ 120.21% |
$9.02K - $10.4K
|
414
$20.5K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
188New |
$7.5K - $8.64K
|
188
$9.29K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
163New |
$6.51K - $7.49K
|
163
$8.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
156New |
$6.23K - $7.17K
|
156
$7.71K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
114New |
$4.55K - $5.24K
|
114
$5.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
72+ 100.0% |
$2.87K - $3.31K
|
144
$7.12K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.91% |
$39.9 - $46
|
111
$5.49K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-124- 8.05% |
$4.95K - $5.7K
|
1.42K
$70K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-150- 1.43% |
$5.99K - $6.89K
|
10.3K
$511K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-228- 1.34% |
$9.1K - $10.5K
|
16.8K
$832K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 33.33% |
$9.98K - $11.5K
|
500
$24.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-378- 1.5% |
$15.1K - $17.4K
|
24.8K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.44K- 13.78% |
$57.4K - $66.1K
|
9K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.35K- 21.28% |
$174K - $200K
|
16.1K
$795K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.42K- 16.09% |
$176K - $203K
|
23.1K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-4.65K- 6.51% |
$186K - $214K
|
66.8K
$3.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.76K- 51.64% |
$190K - $218K
|
4.45K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.02K- 36.46% |
$320K - $368K
|
14K
$691K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 44.34% |
$426K - $491K
|
13.4K
$663K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-66.7K- 10.23% |
$2.66M - $3.07M
|
586K
$28.9M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-71.3K- 11.27% |
$2.85M - $3.28M
|
562K
$27.8M
|