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 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
201+ 10.2% |
$24.9K - $33.7K
|
2.17K
$242K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
200New |
$24.8K - $33.6K
|
200
$22.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
188New |
$23.3K - $31.5K
|
188
$21K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
176+ 30.82% |
$21.8K - $29.5K
|
747
$83.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
169+ 5.53% |
$20.9K - $28.4K
|
3.22K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
153New |
$18.9K - $25.7K
|
153
$17.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
148+ 6.92% |
$18.3K - $24.8K
|
2.29K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
147+ 6.27% |
$18.2K - $24.7K
|
2.49K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
146+ 7.3% |
$18.1K - $24.5K
|
2.15K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
143+ 0.78% |
$17.7K - $24K
|
18.6K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
141+ 0.18% |
$17.5K - $23.7K
|
78.1K
$8.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
133New |
$16.5K - $22.3K
|
133
$14.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
127+ 3.99% |
$15.7K - $21.3K
|
3.31K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
109+ 25.23% |
$13.5K - $18.3K
|
541
$60.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
109New |
$13.5K - $18.3K
|
109
$12.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
104+ 46.64% |
$12.9K - $17.5K
|
327
$36.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 18.18% |
$12.4K - $16.8K
|
650
$72.5K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 1.68% |
$12.4K - $16.8K
|
6.05K
$675K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
100+ 5.88% |
$12.4K - $16.8K
|
1.8K
$201K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
92+ 15.13% |
$11.4K - $15.4K
|
700
$78K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
89+ 4.68% |
$11K - $14.9K
|
1.99K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
88+ 0.46% |
$10.9K - $14.8K
|
19.3K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
85New |
$10.5K - $14.3K
|
85
$9.48K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
84+ 1400.0% |
$10.4K - $14.1K
|
90
$10K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
BUY
|
- |
80+ 1.12% |
$9.9K - $13.4K
|
7.22K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
80+ 4.78% |
$9.9K - $13.4K
|
1.75K
$195K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
75+ 34.4% |
$9.29K - $12.6K
|
293
$32.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
68+ 1.65% |
$8.42K - $11.4K
|
4.19K
$467K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
66+ 104.76% |
$8.17K - $11.1K
|
129
$14.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$7.43K - $10.1K
|
60
$6.69K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
59+ 2.27% |
$7.3K - $9.9K
|
2.65K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
57+ 0.85% |
$7.06K - $9.56K
|
6.8K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
50New |
$6.19K - $8.39K
|
50
$5.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
46+ 1.16% |
$5.69K - $7.72K
|
4.02K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
45+ 2.66% |
$5.57K - $7.55K
|
1.74K
$194K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
43+ 7.43% |
$5.32K - $7.22K
|
622
$69.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
41New |
$5.08K - $6.88K
|
41
$4.57K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
40+ 5.03% |
$4.95K - $6.71K
|
835
$93.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
38+ 2.32% |
$4.7K - $6.38K
|
1.67K
$187K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
38+ 20.99% |
$4.7K - $6.38K
|
219
$24.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
36+ 3.2% |
$4.46K - $6.04K
|
1.16K
$129K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.01% |
$3.84K - $5.2K
|
304K
$33.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
30+ 1.46% |
$3.71K - $5.03K
|
2.08K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 2.17% |
$3.47K - $4.7K
|
1.32K
$147K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
26+ 1.43% |
$3.22K - $4.36K
|
1.84K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26New |
$3.22K - $4.36K
|
26
$2.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
25New |
$3.1K - $4.2K
|
25
$2.79K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
25+ 0.26% |
$3.1K - $4.2K
|
9.81K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
25+ 33.33% |
$3.1K - $4.2K
|
100
$11.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25New |
$3.1K - $4.2K
|
25
$2.79K
|