Purchases and Sales Made in Q2 2025 in Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
478+ 10.14% |
$43.3K - $54.6K
|
5.19K
$752K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
471New |
$42.6K - $53.8K
|
471
$68.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
446+ 2.93% |
$40.4K - $51K
|
15.7K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
433+ 19.5% |
$39.2K - $49.5K
|
2.65K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
427+ 5.72% |
$38.6K - $48.8K
|
7.89K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
424+ 19.19% |
$38.4K - $48.5K
|
2.63K
$381K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
406+ 11.82% |
$36.7K - $46.4K
|
3.84K
$556K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
380+ 2.33% |
$34.4K - $43.4K
|
16.7K
$2.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
367+ 17.53% |
$33.2K - $41.9K
|
2.46K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
356+ 17.43% |
$32.2K - $40.7K
|
2.4K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
340+ 5.8% |
$30.8K - $38.9K
|
6.2K
$898K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
324+ 1.13% |
$29.3K - $37K
|
29K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
274+ 6.08% |
$24.8K - $31.3K
|
4.78K
$693K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
274+ 11.97% |
$24.8K - $31.3K
|
2.56K
$371K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
267+ 13.42% |
$24.2K - $30.5K
|
2.26K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
265+ 11.15% |
$24K - $30.3K
|
2.64K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
259+ 8.28% |
$23.4K - $29.6K
|
3.39K
$491K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
193+ 448.84% |
$17.5K - $22.1K
|
236
$34.2K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
193+ 11.31% |
$17.5K - $22.1K
|
1.9K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
186+ 4.62% |
$16.8K - $21.3K
|
4.21K
$610K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
182+ 128.17% |
$16.5K - $20.8K
|
324
$46.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
179+ 15.27% |
$16.2K - $20.5K
|
1.35K
$196K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
174+ 1.99% |
$15.7K - $19.9K
|
8.9K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
161+ 9.46% |
$14.6K - $18.4K
|
1.86K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
161New |
$14.6K - $18.4K
|
161
$23.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
157+ 19.15% |
$14.2K - $17.9K
|
977
$141K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
157+ 6.84% |
$14.2K - $17.9K
|
2.45K
$355K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
155+ 3.64% |
$14K - $17.7K
|
4.41K
$638K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
154+ 1.38% |
$13.9K - $17.6K
|
11.3K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
151+ 3.13% |
$13.7K - $17.3K
|
4.97K
$720K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
151+ 15.89% |
$13.7K - $17.3K
|
1.1K
$159K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
146+ 2433.33% |
$13.2K - $16.7K
|
152
$22K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
143+ 1.01% |
$12.9K - $16.3K
|
14.3K
$2.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
143New |
$12.9K - $16.3K
|
143
$20.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
140+ 6.49% |
$12.7K - $16K
|
2.3K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
136+ 2.12% |
$12.3K - $15.5K
|
6.56K
$949K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
136New |
$12.3K - $15.5K
|
136
$19.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
130+ 3.01% |
$11.8K - $14.9K
|
4.44K
$643K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
122+ 1.7% |
$11K - $13.9K
|
7.29K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
120+ 12.96% |
$10.9K - $13.7K
|
1.05K
$151K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
116+ 414.29% |
$10.5K - $13.3K
|
144
$20.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
109New |
$9.86K - $12.5K
|
109
$15.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
107+ 4.47% |
$9.68K - $12.2K
|
2.5K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
100New |
$9.05K - $11.4K
|
100
$14.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
100New |
$9.05K - $11.4K
|
100
$14.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100New |
$9.05K - $11.4K
|
100
$14.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
100New |
$9.05K - $11.4K
|
100
$14.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
100+ 4.03% |
$9.05K - $11.4K
|
2.58K
$373K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
94+ 4.54% |
$8.51K - $10.7K
|
2.17K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
90New |
$8.15K - $10.3K
|
90
$13K
|