Purchases and Sales Made in Q1 2025 in Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL) during Q1 2025. The information is specifically focused on institutions that hold shares of Toll Brothers, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 50.0% |
$103 - $141
|
1
$128
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1- 0.92% |
$103 - $141
|
108
$13.8K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$103 - $141
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 0.71% |
$206 - $281
|
279
$35.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3- 37.5% |
$309 - $422
|
5
$638
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-5- 2.28% |
$515 - $703
|
214
$27.3K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-6- 50.0% |
$618 - $844
|
6
$765
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-7- 0.05% |
$721 - $985
|
14.7K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-8- 0.38% |
$824 - $1.13K
|
2.07K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8- 3.59% |
$824 - $1.13K
|
215
$27.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 9.09% |
$1.03K - $1.41K
|
100
$12.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-10- 4.72% |
$1.03K - $1.41K
|
202
$25.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11- 0.44% |
$1.13K - $1.55K
|
2.47K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-14- 15.73% |
$1.44K - $1.97K
|
75
$9.57K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-15- 0.01% |
$1.55K - $2.11K
|
112K
$14.3M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-24- 16.33% |
$2.47K - $3.38K
|
123
$15.7K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-25- 0.25% |
$2.58K - $3.52K
|
9.78K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-26- 0.48% |
$2.68K - $3.66K
|
5.44K
$693K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-33- 1.7% |
$3.4K - $4.64K
|
1.91K
$243K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-35- 85.37% |
$3.61K - $4.92K
|
6
$765
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-39- 0.57% |
$4.02K - $5.49K
|
6.76K
$862K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-45- 2.58% |
$4.64K - $6.33K
|
1.7K
$217K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-45- 50.0% |
$4.64K - $6.33K
|
45
$5.74K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-45- 27.95% |
$4.64K - $6.33K
|
116
$14.8K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-46- 30.26% |
$4.74K - $6.47K
|
106
$13.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-53- 32.72% |
$5.46K - $7.46K
|
109
$13.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-58- 2.67% |
$5.98K - $8.16K
|
2.11K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-59- 21.69% |
$6.08K - $8.3K
|
213
$27.2K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-61- 2.44% |
$6.28K - $8.58K
|
2.44K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-65- 22.18% |
$6.7K - $9.14K
|
228
$29.1K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-68- 2.76% |
$7.01K - $9.57K
|
2.4K
$306K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-72- 33.64% |
$7.42K - $10.1K
|
142
$18.1K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-74- 2.68% |
$7.62K - $10.4K
|
2.69K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-79- 3.7% |
$8.14K - $11.1K
|
2.06K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-100- 5.0% |
$10.3K - $14.1K
|
1.9K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-100- 28.57% |
$10.3K - $14.1K
|
250
$31.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-103- 0.33% |
$10.6K - $14.5K
|
30.7K
$3.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-110- 55.0% |
$11.3K - $15.5K
|
90
$11.5K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-111- 4.0% |
$11.4K - $15.6K
|
2.67K
$340K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-116- 4.65% |
$12K - $16.3K
|
2.38K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-119- 0.64% |
$12.3K - $16.7K
|
18.4K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-122Closed |
$12.6K - $17.2K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-127- 95.49% |
$13.1K - $17.9K
|
6
$765
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-131- 2.51% |
$13.5K - $18.4K
|
5.09K
$649K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-139- 83.23% |
$14.3K - $19.6K
|
28
$3.57K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-141- 5.34% |
$14.5K - $19.8K
|
2.5K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-145- 5.45% |
$14.9K - $20.4K
|
2.52K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-149- 1.55% |
$15.3K - $21K
|
9.46K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-155- 6.33% |
$16K - $21.8K
|
2.3K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-160- 4.75% |
$16.5K - $22.5K
|
3.21K
$409K
|