Institutional Ownership Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL). We have compiled data on the 787 institutions that hold shares in the stock, with a total of 84.8 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
113
shares
|
$16,094
0.0% of portfolio
|
Q3 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
110
shares
|
$15,667
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
110
shares
|
$15,667
0.0% of portfolio
|
Q3 2024
New holding
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
109
shares
|
$15,524
0.0% of portfolio
|
Q3 2024
Added 7.92%
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
109
shares
|
$15,524
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
108
shares
|
$15,382
0.0% of portfolio
|
Q2 2024
Reduced 10.74%
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
104
shares
|
$14,812
0.0% of portfolio
|
Q3 2024
Added 30.0%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$14,243
0.0% of portfolio
|
Q1 2022
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$14,243
0.0% of portfolio
|
Q2 2022
New holding
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
93
shares
|
$13,245
0.0% of portfolio
|
Q1 2024
Added 481.25%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
84
shares
|
$11,964
0.0% of portfolio
|
Q2 2024
New holding
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
78
shares
|
$11,109
0.0% of portfolio
|
Q3 2024
Added 5.41%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
75
shares
|
$10,682
0.0% of portfolio
|
Q2 2022
New holding
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
75
shares
|
$10,682
0.0% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
75
shares
|
$10,682
0.01% of portfolio
|
Q2 2024
New holding
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
70
shares
|
$9,970
0.01% of portfolio
|
Q3 2024
New holding
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
69
shares
|
$9,827
0.0% of portfolio
|
Q4 2019
New holding
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
67
shares
|
$9,542
0.0% of portfolio
|
Q2 2024
Added 570.0%
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
66
shares
|
$9,400
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
65
shares
|
$9,257
0.0% of portfolio
|
Q3 2024
Added 75.68%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
65
shares
|
$9,257
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
63
shares
|
$8,973
0.0% of portfolio
|
Q3 2024
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
59
shares
|
$8,403
0.01% of portfolio
|
Q3 2024
Reduced 48.7%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
51
shares
|
$7,263
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$7,121
0.0% of portfolio
|
Q2 2024
New holding
|