Purchases and Sales Made in Q3 2025 in Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.6KNew |
$182K - $237K
|
1.6K
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.56KNew |
$178K - $231K
|
1.56K
$209K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.56K+ 28.51% |
$177K - $230K
|
7.01K
$937K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.51KNew |
$171K - $223K
|
1.51K
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$171K - $222K
|
1.5K
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.5KNew |
$171K - $222K
|
1.5K
$201K
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.48KNew |
$169K - $219K
|
1.48K
$198K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
1.47KNew |
$167K - $218K
|
1.47K
$197K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
1.46KNew |
$166K - $216K
|
1.46K
$195K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.46KNew |
$166K - $215K
|
1.46K
$195K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.44K+ 51.41% |
$164K - $214K
|
4.25K
$569K
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.23K+ 0.46% |
$140K - $182K
|
268K
$35.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.18K+ 14.28% |
$134K - $174K
|
9.41K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
997+ 92.83% |
$113K - $148K
|
2.07K
$277K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
874+ 8.85% |
$99.4K - $129K
|
10.7K
$1.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
872+ 35.43% |
$99.2K - $129K
|
3.33K
$446K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
813+ 4.13% |
$92.5K - $120K
|
20.5K
$2.74M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
735+ 25.63% |
$83.6K - $109K
|
3.6K
$482K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
640+ 587.16% |
$72.8K - $94.7K
|
749
$100K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
630+ 28.16% |
$71.7K - $93.2K
|
2.87K
$383K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
622+ 10.06% |
$70.8K - $92.1K
|
6.8K
$909K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
588+ 23.49% |
$66.9K - $87K
|
3.09K
$413K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
564+ 4.02% |
$64.2K - $83.5K
|
14.6K
$1.95M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
542+ 27.85% |
$61.7K - $80.2K
|
2.49K
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
523+ 1112.77% |
$59.5K - $77.4K
|
570
$76.2K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
504+ 1.93% |
$57.3K - $74.6K
|
26.6K
$3.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
503+ 19.63% |
$57.2K - $74.4K
|
3.07K
$410K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
406+ 4.37% |
$46.2K - $60.1K
|
9.69K
$1.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
400+ 13.33% |
$45.5K - $59.2K
|
3.4K
$455K
|
|
|
Oct 15, 2025
Q3 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
395+ 11.05% |
$44.9K - $58.5K
|
3.97K
$531K
|
|
|
Oct 30, 2025
Q3 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
394+ 20.15% |
$44.8K - $58.3K
|
2.35K
$314K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
372+ 7.48% |
$42.3K - $55.1K
|
5.35K
$715K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
327+ 22.02% |
$37.2K - $48.4K
|
1.81K
$242K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
319New |
$36.3K - $47.2K
|
319
$42.6K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
318+ 35.65% |
$36.2K - $47.1K
|
1.21K
$162K
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
313+ 2.21% |
$35.6K - $46.3K
|
14.5K
$1.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
250+ 7.43% |
$28.4K - $37K
|
3.62K
$483K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
223+ 1.55% |
$25.4K - $33K
|
14.6K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
186+ 8.18% |
$21.2K - $27.5K
|
2.46K
$329K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
182+ 5.91% |
$20.7K - $26.9K
|
3.26K
$436K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
176+ 0.7% |
$20K - $26K
|
25.4K
$3.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
150+ 7.55% |
$17.1K - $22.2K
|
2.14K
$286K
|
|
|
Oct 23, 2025
Q3 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
140New |
$15.9K - $20.7K
|
140
$18.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
133+ 2.07% |
$15.1K - $19.7K
|
6.56K
$877K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
123+ 5.68% |
$14K - $18.2K
|
2.29K
$306K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
111+ 2.17% |
$12.6K - $16.4K
|
5.22K
$698K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
105+ 3.34% |
$11.9K - $15.5K
|
3.25K
$434K
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
86+ 2.28% |
$9.79K - $12.7K
|
3.86K
$516K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
70New |
$7.96K - $10.4K
|
70
$9.36K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
70+ 1.17% |
$7.96K - $10.4K
|
6.06K
$811K
|