Purchases and Sales Made in Q3 2024 in Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14+ 107.69% |
$1.53K - $2.17K
|
27
$3.31K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 10.0% |
$1.09K - $1.55K
|
110
$13.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
10New |
$1.09K - $1.55K
|
10
$1.23K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10+ 1.76% |
$1.09K - $1.55K
|
579
$71K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
10+ 0.28% |
$1.09K - $1.55K
|
3.62K
$443K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 31.03% |
$982 - $1.4K
|
38
$4.66K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
9+ 0.39% |
$982 - $1.4K
|
2.33K
$285K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8+ 0.77% |
$873 - $1.24K
|
1.05K
$129K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
8+ 7.92% |
$873 - $1.24K
|
109
$13.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7New |
$764 - $1.09K
|
7
$858
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
7New |
$764 - $1.09K
|
7
$858
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
6+ 0.34% |
$655 - $932
|
1.75K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6+ 5.0% |
$655 - $932
|
126
$15.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5New |
$546 - $777
|
5
$613
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 2.36% |
$546 - $777
|
217
$26.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5New |
$546 - $777
|
5
$613
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 5.41% |
$437 - $621
|
78
$9.56K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.1% |
$437 - $621
|
3.89K
$477K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.56% |
$327 - $466
|
120
$14.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$218 - $311
|
4.5K
$552K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2+ 2.25% |
$218 - $311
|
91
$11.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.04% |
$218 - $311
|
4.63K
$568K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.33% |
$109 - $155
|
31
$3.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.78% |
$109 - $155
|
129
$15.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.5% |
$109 - $155
|
201
$24.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$109 - $155
|
1
$123
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.93% |
$109 - $155
|
109
$13.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 2.5% |
$109 - $155
|
39
$4.78K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 1.64% |
$218 - $311
|
120
$14.7K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 25.0% |
$218 - $311
|
6
$736
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4- 26.67% |
$437 - $621
|
11
$1.35K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6- 0.18% |
$655 - $932
|
3.36K
$412K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8- 0.44% |
$873 - $1.24K
|
1.82K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-12- 0.46% |
$1.31K - $1.86K
|
2.61K
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.72% |
$1.96K - $2.8K
|
2.48K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-21- 0.15% |
$2.29K - $3.26K
|
13.9K
$1.7M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-22- 4.26% |
$2.4K - $3.42K
|
494
$60.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-28- 0.39% |
$3.06K - $4.35K
|
7.11K
$872K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-40- 0.23% |
$4.37K - $6.21K
|
17.3K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-44- 2.3% |
$4.8K - $6.84K
|
1.87K
$230K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-45- 37.5% |
$4.91K - $6.99K
|
75
$9.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-48- 7.32% |
$5.24K - $7.46K
|
608
$74.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-48- 0.37% |
$5.24K - $7.46K
|
12.9K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-56- 48.7% |
$6.11K - $8.7K
|
59
$7.23K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-60- 22.56% |
$6.55K - $9.32K
|
206
$25.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-60- 1.99% |
$6.55K - $9.32K
|
2.96K
$363K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-65- 1.75% |
$7.1K - $10.1K
|
3.65K
$447K
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-65- 0.74% |
$7.1K - $10.1K
|
8.69K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-69- 0.25% |
$7.53K - $10.7K
|
27.2K
$3.33M
|