Purchases and Sales Made in Q4 2024 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q4 2024. 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, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
328K+ 100.13% |
$15.8M - $17.3M
|
655K
$34.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
80.3K+ 15.71% |
$3.88M - $4.23M
|
591K
$31M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
45.3K+ 434.12% |
$2.19M - $2.38M
|
55.7K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
22.4KNew |
$1.08M - $1.18M
|
22.4K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
15.6K+ 10.56% |
$754K - $822K
|
163K
$8.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.1KNew |
$632K - $688K
|
13.1K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.6K+ 12.33% |
$126K - $137K
|
23.7K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.1K+ 2.78% |
$101K - $111K
|
77.7K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.87K+ 79.76% |
$90.4K - $98.6K
|
4.22K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.17K+ 14.6% |
$56.7K - $61.8K
|
9.21K
$483K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
838+ 3.03% |
$40.5K - $44.1K
|
28.5K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
786New |
$38K - $41.4K
|
786
$41.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
576+ 19.14% |
$27.8K - $30.3K
|
3.59K
$188K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
380+ 2.15% |
$18.4K - $20K
|
18.1K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
112New |
$5.41K - $5.9K
|
112
$5.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60+ 0.32% |
$2.9K - $3.16K
|
18.8K
$984K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36+ 0.35% |
$1.74K - $1.9K
|
10.4K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
17+ 0.32% |
$821 - $895
|
5.39K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9New |
$435 - $474
|
9
$472
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.07% |
$290 - $316
|
8.15K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 1.25% |
$96.6 - $105
|
162
$8.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-149- 2.0% |
$7.2K - $7.85K
|
7.3K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-288- 5.46% |
$13.9K - $15.2K
|
4.98K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-343- 93.97% |
$16.6K - $18.1K
|
22
$1.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-655- 21.38% |
$31.6K - $34.5K
|
2.41K
$126K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-799- 1.24% |
$38.6K - $42.1K
|
63.5K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.38K- 17.49% |
$66.6K - $72.6K
|
6.5K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-25.1K- 72.88% |
$1.21M - $1.32M
|
9.33K
$489K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-462K- 87.79% |
$22.3M - $24.3M
|
64.2K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-477K- 88.93% |
$23M - $25.1M
|
59.3K
$3.11M
|