Gradient Investments LLC Dj Brookfield Global Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	SELL	$43.27 - $47.34 $4,716 - $5,160	-109 Reduced 97.32%	3 $0
Q4 2022 Jan 10, 2023	SELL	$39.42 - $46.6 $1,419 - $1,677	-36 Reduced 24.32%	112 $0
Q4 2021 Jan 12, 2022	SELL	$44.67 - $47.83 $4,154 - $4,448	-93 Reduced 38.59%	148 $7,000
Q3 2021 Oct 18, 2021	SELL	$45.16 - $47.74 $17,160 - $18,141	-380 Reduced 61.19%	241 $11,000
Q2 2021 Jul 12, 2021	SELL	$43.69 - $48.6 $9,131 - $10,157	-209 Reduced 25.18%	621 $29,000
Q1 2021 Apr 21, 2021	SELL	$40.73 - $43.74 $157,869 - $169,536	-3,876 Reduced 82.36%	830 $36,000
Q3 2020 Oct 06, 2020	SELL	$37.42 - $41.6 $22.3 Million - $24.7 Million	-594,725 Reduced 99.21%	4,706 $180,000
Q2 2020 Jul 10, 2020	SELL	$33.42 - $43.47 $266,290 - $346,368	-7,968 Reduced 1.31%	599,431 $23.8 Million
Q1 2020 Apr 07, 2020	BUY	$29.7 - $48.95 $2.82 Million - $4.65 Million	95,001 Added 18.54%	607,399 $21.4 Million
Q4 2019 Jan 15, 2020	BUY	$44.43 - $47.03 $1.74 Million - $1.84 Million	39,194 Added 8.28%	512,398 $24.1 Million
Q3 2019 Oct 10, 2019	BUY	$45.17 - $46.11 $362,805 - $370,355	8,032 Added 1.73%	473,204 $21.6 Million
Q2 2019 Jul 16, 2019	BUY	N/A	75,575 Added 19.4%	465,172 $21 Million
Q1 2019 Apr 11, 2019	BUY	N/A	389,597 New	389,597 $17.1 Million

Others Institutions Holding TOLZ

# of Institutions

52

Shares Held

2.61M

Call Options Held

0

Put Options Held

0

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