Purchases and Sales Made in Q4 2022 in Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
86New |
$3.46K - $4.42K
|
86
$10.9K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
78+ 1.53% |
$3.14K - $4.01K
|
5.18K
$655K
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
62+ 0.7% |
$2.5K - $3.19K
|
8.95K
$1.13M
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
61+ 156.41% |
$2.46K - $3.13K
|
100
$12.7K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
61+ 34.86% |
$2.46K - $3.13K
|
236
$29.9K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
57+ 28.5% |
$2.3K - $2.93K
|
257
$32.5K
|
|
Feb 08, 2023
Q4 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
48+ 0.5% |
$1.93K - $2.47K
|
9.61K
$1.22M
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45New |
$1.81K - $2.31K
|
45
$5.7K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
43New |
$1.73K - $2.21K
|
43
$5.44K
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
39+ 144.44% |
$1.57K - $2K
|
66
$8.35K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 3.6% |
$1.33K - $1.7K
|
950
$120K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
32New |
$1.29K - $1.64K
|
32
$4.05K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 41.03% |
$1.29K - $1.64K
|
110
$13.9K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
28+ 103.7% |
$1.13K - $1.44K
|
55
$6.96K
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27+ 0.4% |
$1.09K - $1.39K
|
6.84K
$866K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
27+ 5.7% |
$1.09K - $1.39K
|
501
$63.4K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
24New |
$967 - $1.23K
|
24
$3.04K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
20+ 20.0% |
$806 - $1.03K
|
120
$15.2K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 190.0% |
$765 - $976
|
29
$3.67K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 2.83% |
$685 - $873
|
617
$78.1K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 400.0% |
$644 - $822
|
20
$2.53K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.85% |
$604 - $771
|
1.79K
$227K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13New |
$524 - $668
|
13
$1.65K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 0.92% |
$403 - $514
|
1.09K
$138K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6New |
$242 - $308
|
6
$760
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6+ 0.09% |
$242 - $308
|
6.88K
$871K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 6.0% |
$242 - $308
|
106
$13.4K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
3+ 2.46% |
$121 - $154
|
125
$15.8K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.55% |
$121 - $154
|
551
$69.8K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 2.44% |
$80.6 - $103
|
80
$10.1K
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-4- 0.03% |
$161 - $206
|
15.8K
$2M
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 7.5% |
$242 - $308
|
74
$9.37K
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-45- 8.26% |
$1.81K - $2.31K
|
500
$63.3K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-55- 8.36% |
$2.22K - $2.83K
|
603
$76.3K
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-70- 0.15% |
$2.82K - $3.6K
|
46.1K
$5.83M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-73- 3.97% |
$2.94K - $3.75K
|
1.76K
$223K
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-78- 0.94% |
$3.14K - $4.01K
|
8.2K
$1.04M
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 49.75% |
$4.03K - $5.14K
|
101
$12.8K
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.02% |
$4.03K - $5.14K
|
9.66K
$1.22M
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.37% |
$4.03K - $5.14K
|
26.8K
$3.4M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-102- 11.94% |
$4.11K - $5.24K
|
752
$95.2K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-116- 1.47% |
$4.67K - $5.96K
|
7.8K
$987K
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-171- 0.55% |
$6.89K - $8.79K
|
31.1K
$3.93M
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-200- 4.17% |
$8.06K - $10.3K
|
4.6K
$582K
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.7% |
$8.06K - $10.3K
|
28.2K
$3.57M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-210- 24.85% |
$8.46K - $10.8K
|
635
$80.4K
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-256- 5.17% |
$10.3K - $13.2K
|
4.69K
$594K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-280- 1.02% |
$11.3K - $14.4K
|
27.2K
$3.45M
|