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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28+ 23.53% |
$3.14K - $3.78K
|
147
$18.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24+ 42.86% |
$2.69K - $3.24K
|
80
$10.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23New |
$2.58K - $3.1K
|
23
$2.91K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
21+ 10.77% |
$2.36K - $2.83K
|
216
$27.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
20+ 0.1% |
$2.24K - $2.7K
|
19.2K
$2.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
20+ 0.09% |
$2.24K - $2.7K
|
23.1K
$2.92M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17New |
$1.91K - $2.29K
|
17
$2.15K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
14+ 0.42% |
$1.57K - $1.89K
|
3.37K
$426K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11+ 0.16% |
$1.23K - $1.48K
|
6.91K
$875K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
9+ 0.01% |
$1.01K - $1.21K
|
80K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8New |
$898 - $1.08K
|
8
$1.01K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
8+ 0.31% |
$898 - $1.08K
|
2.61K
$331K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8+ 114.29% |
$898 - $1.08K
|
15
$1.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7New |
$785 - $944
|
7
$886
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 36.36% |
$449 - $540
|
15
$1.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.12% |
$449 - $540
|
3.37K
$426K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 15.38% |
$449 - $540
|
30
$3.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 16.0% |
$449 - $540
|
29
$3.67K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.22% |
$337 - $405
|
1.35K
$171K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3New |
$337 - $405
|
3
$380
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.53% |
$337 - $405
|
569
$72K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 100.0% |
$224 - $270
|
4
$506
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.9% |
$224 - $270
|
107
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.92% |
$224 - $270
|
219
$27.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.04% |
$224 - $270
|
4.63K
$586K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$112 - $135
|
1
$127
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$112 - $135
|
1
$127
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.37% |
$112 - $135
|
272
$34.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 2.78% |
$112 - $135
|
37
$4.68K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 4.76% |
$224 - $270
|
40
$5.06K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2- 5.26% |
$224 - $270
|
36
$4.56K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 3.9% |
$337 - $405
|
74
$9.37K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 0.3% |
$337 - $405
|
1K
$127K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 8.7% |
$449 - $540
|
42
$5.32K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-12- 0.05% |
$1.35K - $1.62K
|
23.3K
$2.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-13- 10.74% |
$1.46K - $1.75K
|
108
$13.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13- 0.52% |
$1.46K - $1.75K
|
2.5K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-13- 1.02% |
$1.46K - $1.75K
|
1.26K
$160K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-15- 0.51% |
$1.68K - $2.02K
|
2.9K
$367K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27- 5.27% |
$3.03K - $3.64K
|
485
$61.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-28- 2.41% |
$3.14K - $3.78K
|
1.13K
$143K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-38- 21.11% |
$4.26K - $5.13K
|
142
$18K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-39- 36.45% |
$4.38K - $5.26K
|
68
$8.61K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-40- 1.5% |
$4.49K - $5.4K
|
2.62K
$332K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-49- 1.84% |
$5.5K - $6.61K
|
2.62K
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-52- 72.22% |
$5.83K - $7.02K
|
20
$2.53K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-55- 0.19% |
$6.17K - $7.42K
|
29.7K
$3.76M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-62- 0.47% |
$6.96K - $8.37K
|
13.2K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-62- 2.32% |
$6.96K - $8.37K
|
2.61K
$331K
|