Purchases and Sales Made in Q4 2023 in Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
1.06K+ 7.77% |
$72.3K - $112K
|
14.7K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 3.33% |
$70.1K - $108K
|
31.9K
$4.73M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.03K+ 16.73% |
$69.9K - $108K
|
7.15K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.02K+ 18.13% |
$69.3K - $107K
|
6.63K
$981K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1K+ 29.11% |
$68.2K - $105K
|
4.44K
$657K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
994+ 10.79% |
$67.8K - $105K
|
10.2K
$1.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
893+ 214.66% |
$60.9K - $93.9K
|
1.31K
$194K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
867+ 23.09% |
$59.1K - $91.2K
|
4.62K
$684K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
848+ 31.21% |
$57.8K - $89.2K
|
3.57K
$528K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
821New |
$56K - $86.4K
|
821
$122K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
796+ 6.89% |
$54.3K - $83.7K
|
12.3K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
784+ 5.28% |
$53.4K - $82.5K
|
15.6K
$2.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
767New |
$52.3K - $80.7K
|
767
$114K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
710+ 6.33% |
$48.4K - $74.7K
|
11.9K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
709+ 6.79% |
$48.3K - $74.6K
|
11.2K
$1.65M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
655New |
$44.6K - $68.9K
|
655
$97K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
606+ 1.49% |
$41.3K - $63.7K
|
41.4K
$6.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
580+ 16.57% |
$39.5K - $61K
|
4.08K
$604K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
570+ 31.84% |
$38.9K - $60K
|
2.36K
$349K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
555+ 2.04% |
$37.8K - $58.4K
|
27.7K
$4.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
536+ 242.53% |
$36.5K - $56.4K
|
757
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
525+ 17.71% |
$35.8K - $55.2K
|
3.49K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
516+ 9.46% |
$35.2K - $54.3K
|
5.97K
$884K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
506+ 3.77% |
$34.5K - $53.2K
|
13.9K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
444+ 2.2% |
$30.3K - $46.7K
|
20.7K
$3.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
417+ 5.98% |
$28.4K - $43.9K
|
7.4K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
397+ 5.16% |
$27.1K - $41.8K
|
8.09K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
384+ 11.49% |
$26.2K - $40.4K
|
3.73K
$552K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
380New |
$25.9K - $40K
|
380
$56.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
374+ 75.71% |
$25.5K - $39.3K
|
868
$128K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
350New |
$23.9K - $36.8K
|
350
$51.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
345+ 24.24% |
$23.5K - $36.3K
|
1.77K
$262K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
320+ 3.57% |
$21.8K - $33.7K
|
9.29K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
317+ 0.39% |
$21.6K - $33.3K
|
81.5K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
282+ 0.29% |
$19.2K - $29.7K
|
98.1K
$14.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
274+ 6.71% |
$18.7K - $28.8K
|
4.36K
$645K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
251+ 8.95% |
$17.1K - $26.4K
|
3.06K
$452K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
221+ 0.54% |
$15.1K - $23.2K
|
41.5K
$6.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
217New |
$14.8K - $22.8K
|
217
$32.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
213+ 3.26% |
$14.5K - $22.4K
|
6.74K
$998K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
200+ 3.01% |
$13.6K - $21K
|
6.85K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
200New |
$13.6K - $21K
|
200
$29.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
195New |
$13.3K - $20.5K
|
195
$28.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
179+ 4.17% |
$12.2K - $18.8K
|
4.47K
$662K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
179New |
$12.2K - $18.8K
|
179
$26.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
160New |
$10.9K - $16.8K
|
160
$23.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
158New |
$10.8K - $16.6K
|
158
$23.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
125New |
$8.52K - $13.1K
|
125
$18.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
119New |
$8.11K - $12.5K
|
119
$17.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
108New |
$7.36K - $11.4K
|
108
$16K
|