Purchases and Sales Made in Q4 2024 in Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
26.6KNew |
$3.29M - $4.46M
|
26.6K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
19.4K+ 6.04% |
$2.4M - $3.25M
|
340K
$46.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$1.91M - $2.59M
|
15.4K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.87KNew |
$1.1M - $1.49M
|
8.87K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.98KNew |
$741K - $1M
|
5.98K
$811K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5K+ 6.77% |
$619K - $839K
|
78.9K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.56K+ 2.59% |
$441K - $597K
|
141K
$19.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.29KNew |
$284K - $384K
|
2.29K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
2.03KNew |
$252K - $341K
|
2.03K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.93KNew |
$238K - $323K
|
1.93K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.92K+ 122.92% |
$238K - $322K
|
3.48K
$472K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.87KNew |
$232K - $314K
|
1.87K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
595+ 39.51% |
$73.7K - $99.8K
|
2.1K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
409+ 17.4% |
$50.6K - $68.6K
|
2.76K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
325+ 16.49% |
$40.2K - $54.5K
|
2.3K
$311K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
248+ 91.51% |
$30.7K - $41.6K
|
519
$70.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
229+ 3.18% |
$28.4K - $38.4K
|
7.44K
$1.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
201+ 10.2% |
$24.9K - $33.7K
|
2.17K
$295K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
200New |
$24.8K - $33.6K
|
200
$27.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
148+ 6.92% |
$18.3K - $24.8K
|
2.29K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
146+ 7.3% |
$18.1K - $24.5K
|
2.15K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
133New |
$16.5K - $22.3K
|
133
$18K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
92+ 15.13% |
$11.4K - $15.4K
|
700
$94.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$7.43K - $10.1K
|
60
$8.14K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
43+ 7.43% |
$5.32K - $7.22K
|
622
$84.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.01% |
$3.84K - $5.2K
|
304K
$41.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
30+ 1.46% |
$3.71K - $5.03K
|
2.08K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
26+ 1.43% |
$3.22K - $4.36K
|
1.84K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
22+ 0.31% |
$2.72K - $3.69K
|
7.13K
$967K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 3.88% |
$990 - $1.34K
|
214
$29K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6New |
$743 - $1.01K
|
6
$814
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6New |
$743 - $1.01K
|
6
$814
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.19% |
$248 - $336
|
1.05K
$143K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1+ 0.56% |
$124 - $168
|
178
$24.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 100.0% |
$124 - $168
|
2
$271
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$124 - $168
|
1
$136
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 2.56% |
$124 - $168
|
38
$5.15K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-8- 4.73% |
$990 - $1.34K
|
161
$21.8K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.4% |
$3.1K - $4.2K
|
1.77K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27- 0.8% |
$3.34K - $4.53K
|
3.37K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-32- 49.23% |
$3.96K - $5.37K
|
33
$4.48K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-63- 1.96% |
$7.8K - $10.6K
|
3.15K
$427K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-72- 8.19% |
$8.91K - $12.1K
|
807
$109K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-84- 0.96% |
$10.4K - $14.1K
|
8.69K
$1.18M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-160- 11.7% |
$19.8K - $26.8K
|
1.21K
$164K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-199- 0.43% |
$24.6K - $33.4K
|
46.6K
$6.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-200- 5.1% |
$24.8K - $33.6K
|
3.72K
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-239- 11.83% |
$29.6K - $40.1K
|
1.78K
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-272- 9.28% |
$33.7K - $45.6K
|
2.66K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-335- 11.86% |
$41.5K - $56.2K
|
2.49K
$338K
|