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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-434- 1.7% |
$25.1K - $34.3K
|
25.1K
$3.63M
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
40KNew |
$2.31M - $3.16M
|
40K
$5.79M
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30New |
$1.73K - $2.37K
|
30
$4.34K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.2KNew |
$185K - $253K
|
3.2K
$464K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
295+ 84.29% |
$17.1K - $23.3K
|
645
$93.4K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-173- 4.32% |
$10K - $13.7K
|
3.83K
$554K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
71+ 1.48% |
$4.1K - $5.61K
|
4.87K
$705K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$116 - $158
|
2
$290
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
139KNew |
$8.04M - $11M
|
139K
$20.1M
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-20K- 80.0% |
$1.16M - $1.58M
|
5K
$724K
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.9K+ 18.63% |
$110K - $150K
|
12.1K
$1.75M
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
55+ 0.78% |
$3.18K - $4.35K
|
7.15K
$1.04M
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8New |
$462 - $633
|
8
$1.16K
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
2.87KNew |
$166K - $227K
|
2.87K
$416K
|
|
Q1 2023 | |||||||
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
31.4KNew |
$1.59M - $1.94M
|
31.4K
$4.54M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$506 - $617
|
10
$1.45K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12New |
$607 - $741
|
12
$1.74K
|
|
Aug 25, 2023
Q1 2023
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
558KNew |
$28.2M - $34.4M
|
558K
$80.8M
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
12New |
$607 - $741
|
12
$1.74K
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
10.5KNew |
$531K - $648K
|
10.5K
$1.52M
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
5.9KNew |
$298K - $364K
|
5.9K
$854K
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
29.7KNew |
$1.5M - $1.83M
|
29.7K
$4.3M
|
|
May 15, 2023
Q1 2023
|
Iii Capital Management
Boca Raton, FL |
SELL
|
- |
-8K- 64.0% |
$405K - $494K
|
4.5K
$652K
|
|
May 12, 2023
Q1 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
38.8K+ 25.48% |
$1.96M - $2.4M
|
191K
$27.7M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
4.36KNew |
$221K - $269K
|
4.36K
$631K
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
138KNew |
$6.95M - $8.49M
|
138K
$19.9M
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
7.32KNew |
$370K - $452K
|
7.32K
$1.06M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
242+ 102.54% |
$12.2K - $14.9K
|
478
$69.2K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
20KNew |
$1.01M - $1.23M
|
20K
$2.9M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-316- 49.76% |
$16K - $19.5K
|
319
$46.2K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
481K+ 72.31% |
$24.4M - $29.7M
|
1.15M
$166M
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
56+ 0.96% |
$2.83K - $3.46K
|
5.89K
$853K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.2% |
$50.6 - $61.7
|
84
$12.2K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
612New |
$31K - $37.8K
|
612
$88.6K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
323New |
$13K - $16.6K
|
323
$46.8K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3MNew |
$121M - $154M
|
3M
$434M
|
|
Feb 14, 2023
Q4 2022
|
Prentice Capital Management, LP
Greenwich, CT |
BUY
|
- |
56.8KNew |
$2.29M - $2.92M
|
56.8K
$8.23M
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.07KNew |
$244K - $312K
|
6.07K
$879K
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.2K- 12.18% |
$48.3K - $61.7K
|
8.65K
$1.25M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
237New |
$9.55K - $12.2K
|
237
$34.3K
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-8.61K- 47.6% |
$347K - $442K
|
9.47K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
13KNew |
$524K - $669K
|
13K
$1.88M
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
50KNew |
$2.01M - $2.57M
|
50K
$7.24M
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45New |
$1.81K - $2.31K
|
45
$6.52K
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
42KNew |
$1.69M - $2.16M
|
42K
$6.08M
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
138New |
$5.56K - $7.09K
|
138
$20K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-400- 1.23% |
$16.1K - $20.6K
|
32.2K
$4.66M
|
|
Feb 08, 2023
Q4 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
48+ 0.5% |
$1.93K - $2.47K
|
9.61K
$1.39M
|
|
Feb 07, 2023
Q4 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-1K- 8.0% |
$40.3K - $51.4K
|
11.5K
$1.67M
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
43New |
$1.73K - $2.21K
|
43
$6.23K
|