Latest Institutional Transactions on Toll Brothers, Inc. (TOL)
This table provides information on the latest institutional transactions involving Toll Brothers, Inc. (TOL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
245+ 8.61% |
$30.3K - $41.1K
|
3.09K
$418K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.07K+ 7.14% |
$132K - $179K
|
16K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 4.53% |
$1.86K - $2.52K
|
346
$46.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
SELL
|
- |
-329- 0.32% |
$40.7K - $55.2K
|
101K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
19+ 1.01% |
$2.35K - $3.19K
|
1.89K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.87K+ 441.69% |
$355K - $482K
|
3.52K
$476K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.94KNew |
$240K - $326K
|
1.94K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
45+ 2.66% |
$5.57K - $7.55K
|
1.74K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
14+ 18.67% |
$1.73K - $2.35K
|
89
$12K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
342K+ 38.67% |
$42.3M - $57.4M
|
1.23M
$166M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
9.3K+ 297.79% |
$1.15M - $1.56M
|
12.4K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12+ 0.68% |
$1.49K - $2.01K
|
1.78K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-11.7K- 60.88% |
$1.45M - $1.96M
|
7.51K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
21.7KNew |
$2.69M - $3.64M
|
21.7K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-650- 1.97% |
$80.5K - $109K
|
32.4K
$4.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
25New |
$3.1K - $4.2K
|
25
$3.38K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
558+ 4.24% |
$69.1K - $93.6K
|
13.7K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-46- 2.17% |
$5.69K - $7.72K
|
2.07K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
727+ 13.17% |
$90K - $122K
|
6.25K
$844K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.34K+ 69.23% |
$290K - $393K
|
5.73K
$774K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3+ 0.06% |
$371 - $503
|
5.05K
$682K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.41K+ 49.95% |
$175K - $237K
|
4.24K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
121KNew |
$15M - $20.3M
|
121K
$16.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
481+ 136.26% |
$59.5K - $80.7K
|
834
$113K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.97K+ 21.0% |
$616K - $834K
|
28.7K
$3.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 200.0% |
$990 - $1.34K
|
12
$1.62K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
367+ 15.62% |
$45.4K - $61.6K
|
2.72K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
563+ 14.21% |
$69.7K - $94.5K
|
4.53K
$611K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
88+ 0.46% |
$10.9K - $14.8K
|
19.3K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-96.6K- 74.48% |
$12M - $16.2M
|
33.1K
$4.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
250+ 806.45% |
$31K - $42K
|
281
$38K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
133New |
$16.5K - $22.3K
|
133
$18K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-72- 8.19% |
$8.91K - $12.1K
|
807
$109K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-32- 49.23% |
$3.96K - $5.37K
|
33
$4.46K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-200- 5.1% |
$24.8K - $33.6K
|
3.72K
$502K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-63- 1.96% |
$7.8K - $10.6K
|
3.15K
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
409+ 17.4% |
$50.6K - $68.6K
|
2.76K
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.92K+ 122.92% |
$238K - $322K
|
3.48K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
26.6KNew |
$3.29M - $4.46M
|
26.6K
$3.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Greenhaven Associates Inc
|
SELL
|
- |
-5.63K- 0.1% |
$697K - $944K
|
5.54M
$748M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
2.03KNew |
$252K - $341K
|
2.03K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.34K- 23.56% |
$1.16M - $1.57M
|
30.3K
$4.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.19% |
$248 - $336
|
1.05K
$142K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.56K+ 2.59% |
$441K - $597K
|
141K
$19.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.02K- 6.87% |
$498K - $675K
|
54.5K
$7.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27- 0.8% |
$3.34K - $4.53K
|
3.37K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-5.19K- 9.79% |
$643K - $871K
|
47.9K
$6.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-757- 22.29% |
$93.7K - $127K
|
2.64K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.87KNew |
$232K - $314K
|
1.87K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-84- 0.96% |
$10.4K - $14.1K
|
8.69K
$1.17M
|