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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
993+ 35.85% |
$89.9K - $113K
|
3.76K
$461K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.5KNew |
$227K - $286K
|
2.5K
$307K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.61K+ 31.37% |
$417K - $526K
|
19.3K
$2.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
43.2K+ 269.12% |
$3.91M - $4.94M
|
59.2K
$7.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
406+ 11.82% |
$36.7K - $46.4K
|
3.84K
$471K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
15.3KNew |
$1.38M - $1.75M
|
15.3K
$1.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
424+ 19.19% |
$38.4K - $48.5K
|
2.63K
$323K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6New |
$543 - $686
|
6
$736
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.55K+ 123.83% |
$230K - $291K
|
4.6K
$564K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-856- 2.37% |
$77.5K - $97.8K
|
35.2K
$4.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-1.59K- 6.43% |
$144K - $182K
|
23.1K
$2.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
72+ 0.36% |
$6.52K - $8.23K
|
20.3K
$2.49M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.58KNew |
$233K - $295K
|
2.58K
$316K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.09K+ 270.5% |
$732K - $924K
|
11.1K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.09K- 12.98% |
$189K - $239K
|
14K
$1.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.58K+ 110.4% |
$324K - $409K
|
6.82K
$836K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 400.0% |
$362 - $457
|
5
$613
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-605- 22.17% |
$54.8K - $69.2K
|
2.12K
$260K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-30- 1.37% |
$2.72K - $3.43K
|
2.16K
$265K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.75KNew |
$158K - $200K
|
1.75K
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$905 - $1.14K
|
10
$1.23K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
27+ 12.62% |
$2.44K - $3.09K
|
241
$29.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.22% |
$724 - $914
|
3.65K
$448K
|
|
|
Jul 23, 2025
Q2 2025
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
7.78K+ 39.47% |
$704K - $889K
|
27.5K
$3.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-785- 14.72% |
$71K - $89.7K
|
4.55K
$558K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4- 3.25% |
$362 - $457
|
119
$14.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
109New |
$9.86K - $12.5K
|
109
$13.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.26K- 10.86% |
$114K - $144K
|
10.3K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.16KNew |
$195K - $247K
|
2.16K
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-4.85K- 29.94% |
$439K - $555K
|
11.4K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
586+ 10.78% |
$53K - $67K
|
6.02K
$738K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 300.0% |
$543 - $686
|
8
$981
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.26K- 71.17% |
$476K - $601K
|
2.13K
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
855+ 19.07% |
$77.4K - $97.7K
|
5.34K
$655K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-10- 0.03% |
$905 - $1.14K
|
32.1K
$3.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 66.67% |
$181 - $229
|
5
$613
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
478+ 10.14% |
$43.3K - $54.6K
|
5.19K
$637K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
100New |
$9.05K - $11.4K
|
100
$12.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-39- 0.65% |
$3.53K - $4.46K
|
5.99K
$735K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
30.9KNew |
$2.79M - $3.53M
|
30.9K
$3.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.98KNew |
$179K - $226K
|
1.98K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.7K+ 119.9% |
$971K - $1.23M
|
19.7K
$2.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10+ 40.0% |
$905 - $1.14K
|
35
$4.29K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
731+ 9.83% |
$66.2K - $83.6K
|
8.17K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10+ 166.67% |
$905 - $1.14K
|
16
$1.96K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
161+ 9.46% |
$14.6K - $18.4K
|
1.86K
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
610+ 1.99% |
$55.2K - $69.7K
|
31.3K
$3.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
174K+ 188.26% |
$15.8M - $19.9M
|
267K
$32.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.05KNew |
$95K - $120K
|
1.05K
$129K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-763- 7.86% |
$69.1K - $87.2K
|
8.95K
$1.1M
|