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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
2K+ 25.0% |
$248K - $336K
|
10K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11New |
$1.36K - $1.85K
|
11
$1.59K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-4.75K- 16.48% |
$587K - $796K
|
24.1K
$3.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
160KNew |
$19.8M - $26.8M
|
160K
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.5KNew |
$186K - $252K
|
1.5K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-12- 5.48% |
$1.49K - $2.01K
|
207
$30K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.98K- 19.95% |
$987K - $1.34M
|
32K
$4.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
332+ 47.7% |
$41.1K - $55.7K
|
1.03K
$149K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25New |
$3.1K - $4.2K
|
25
$3.62K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
272+ 20.13% |
$33.7K - $45.6K
|
1.62K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-500- 17.54% |
$61.9K - $83.9K
|
2.35K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.79KNew |
$345K - $467K
|
2.79K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.41% |
$49.5K - $67.1K
|
28K
$4.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
38+ 2.32% |
$4.7K - $6.38K
|
1.67K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.56K- 5.83% |
$193K - $262K
|
25.2K
$3.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
520+ 17.02% |
$64.4K - $87.3K
|
3.58K
$518K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.64K- 18.59% |
$202K - $274K
|
7.16K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5- 0.29% |
$619 - $839
|
1.71K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
680+ 47.22% |
$84.2K - $114K
|
2.12K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
34.4KNew |
$4.26M - $5.77M
|
34.4K
$4.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
245+ 8.61% |
$30.3K - $41.1K
|
3.09K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
19+ 1.01% |
$2.35K - $3.19K
|
1.89K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.87K+ 441.69% |
$355K - $482K
|
3.52K
$510K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.94KNew |
$240K - $326K
|
1.94K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12+ 0.68% |
$1.49K - $2.01K
|
1.78K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-46- 2.17% |
$5.69K - $7.72K
|
2.07K
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
727+ 13.17% |
$90K - $122K
|
6.25K
$905K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
121KNew |
$15M - $20.3M
|
121K
$17.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
367+ 15.62% |
$45.4K - $61.6K
|
2.72K
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-96.6K- 74.48% |
$12M - $16.2M
|
33.1K
$4.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
26.6KNew |
$3.29M - $4.46M
|
26.6K
$3.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-5.19K- 9.79% |
$643K - $871K
|
47.9K
$6.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-757- 22.29% |
$93.7K - $127K
|
2.64K
$382K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
43+ 7.43% |
$5.32K - $7.22K
|
622
$90.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Sib LLC
|
SELL
|
- |
-2.55K- 3.76% |
$316K - $428K
|
65.4K
$9.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-239- 11.83% |
$29.6K - $40.1K
|
1.78K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$124 - $168
|
1
$145
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6New |
$743 - $1.01K
|
6
$869
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
148+ 6.92% |
$18.3K - $24.8K
|
2.29K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.4% |
$3.1K - $4.2K
|
1.77K
$256K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 2.56% |
$124 - $168
|
38
$5.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-10.7K- 59.86% |
$1.33M - $1.8M
|
7.19K
$1.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$7.43K - $10.1K
|
60
$8.69K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.29KNew |
$284K - $384K
|
2.29K
$332K
|
|
| Q3 2024 | |||||||
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-65- 0.74% |
$7.1K - $10.1K
|
8.69K
$1.26M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2+ 2.25% |
$218 - $311
|
91
$13.2K
|
|
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
7.67KNew |
$837K - $1.19M
|
7.67K
$1.11M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3KNew |
$327K - $466K
|
3K
$434K
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$164K - $233K
|
1.5K
$217K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-500- 5.03% |
$54.6K - $77.7K
|
9.44K
$1.37M
|
|