Purchases and Sales Made in Q2 2024 in Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
200New |
$22.4K - $27K
|
200
$32.5K
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
189+ 10.94% |
$21.2K - $25.5K
|
1.92K
$311K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
188+ 188.0% |
$21.1K - $25.4K
|
288
$46.8K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
184+ 0.88% |
$20.6K - $24.8K
|
21.2K
$3.44M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
180+ 0.7% |
$20.2K - $24.3K
|
26.1K
$4.23M
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
171+ 7.7% |
$19.2K - $23.1K
|
2.39K
$388K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
162+ 3240.0% |
$18.2K - $21.9K
|
167
$27.1K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 50.0% |
$16.8K - $20.2K
|
450
$73.1K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
142+ 114.52% |
$15.9K - $19.2K
|
266
$43.2K
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
133+ 0.0% |
$14.9K - $17.9K
|
3.25M
$527M
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
129+ 7.79% |
$14.5K - $17.4K
|
1.79K
$290K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
125+ 1.54% |
$14K - $16.9K
|
8.26K
$1.34M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
118+ 6.92% |
$13.2K - $15.9K
|
1.82K
$296K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
114New |
$12.8K - $15.4K
|
114
$18.5K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
109+ 4.13% |
$12.2K - $14.7K
|
2.75K
$446K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
108+ 69.23% |
$12.1K - $14.6K
|
264
$42.9K
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
108+ 3.93% |
$12.1K - $14.6K
|
2.86K
$463K
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
105+ 2.78% |
$11.8K - $14.2K
|
3.89K
$631K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
105+ 5.97% |
$11.8K - $14.2K
|
1.87K
$303K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
101New |
$11.3K - $13.6K
|
101
$16.4K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
100+ 1.72% |
$11.2K - $13.5K
|
5.93K
$962K
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
90+ 21.48% |
$10.1K - $12.1K
|
509
$82.6K
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
89+ 5.09% |
$9.99K - $12K
|
1.84K
$299K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
87+ 2.37% |
$9.76K - $11.7K
|
3.76K
$611K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
86+ 0.62% |
$9.65K - $11.6K
|
14K
$2.27M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
84New |
$9.43K - $11.3K
|
84
$13.6K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
82+ 11.2% |
$9.2K - $11.1K
|
814
$132K
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
75+ 4.21% |
$8.42K - $10.1K
|
1.86K
$301K
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
75New |
$8.42K - $10.1K
|
75
$12.2K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
74New |
$8.3K - $9.98K
|
74
$12K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
72New |
$8.08K - $9.71K
|
72
$11.7K
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$6.73K - $8.1K
|
60
$9.74K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
60+ 3.57% |
$6.73K - $8.1K
|
1.74K
$283K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
59+ 23.6% |
$6.62K - $7.96K
|
309
$50.2K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
57+ 570.0% |
$6.4K - $7.69K
|
67
$10.9K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50New |
$5.61K - $6.75K
|
50
$8.12K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
50+ 1.41% |
$5.61K - $6.75K
|
3.61K
$585K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
49New |
$5.5K - $6.61K
|
49
$7.95K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
46+ 66.67% |
$5.16K - $6.21K
|
115
$18.7K
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
42+ 0.22% |
$4.71K - $5.67K
|
19.3K
$3.13M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
38+ 146.15% |
$4.26K - $5.13K
|
64
$10.4K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
36+ 1.75% |
$4.04K - $4.86K
|
2.09K
$339K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36New |
$4.04K - $4.86K
|
36
$5.84K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 84.62% |
$3.7K - $4.45K
|
72
$11.7K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 7.84% |
$3.59K - $4.32K
|
440
$71.4K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 4.14% |
$3.25K - $3.91K
|
730
$119K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28+ 23.53% |
$3.14K - $3.78K
|
147
$23.9K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24+ 42.86% |
$2.69K - $3.24K
|
80
$13K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23New |
$2.58K - $3.1K
|
23
$3.73K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
21+ 10.77% |
$2.36K - $2.83K
|
216
$35.1K
|