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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
278+ 5.87% |
$34.4K - $46.6K
|
5.01K
$635K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
272+ 20.13% |
$33.7K - $45.6K
|
1.62K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
250+ 806.45% |
$31K - $42K
|
281
$35.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
248+ 5.54% |
$30.7K - $41.6K
|
4.72K
$598K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
248+ 91.51% |
$30.7K - $41.6K
|
519
$65.7K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
247+ 0.7% |
$30.6K - $41.4K
|
35.4K
$4.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
245+ 8.61% |
$30.3K - $41.1K
|
3.09K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
238+ 1034.78% |
$29.5K - $39.9K
|
261
$33K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
237+ 6.25% |
$29.3K - $39.8K
|
4.03K
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
231New |
$28.6K - $38.8K
|
231
$29.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
229+ 3.18% |
$28.4K - $38.4K
|
7.44K
$942K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
225+ 10.11% |
$27.9K - $37.8K
|
2.45K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
215New |
$26.6K - $36.1K
|
215
$27.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
201+ 10.2% |
$24.9K - $33.7K
|
2.17K
$275K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
200New |
$24.8K - $33.6K
|
200
$25.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
188New |
$23.3K - $31.5K
|
188
$23.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
176+ 30.82% |
$21.8K - $29.5K
|
747
$94.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
169+ 5.53% |
$20.9K - $28.4K
|
3.22K
$408K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
153New |
$18.9K - $25.7K
|
153
$19.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
148+ 6.92% |
$18.3K - $24.8K
|
2.29K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
147+ 6.27% |
$18.2K - $24.7K
|
2.49K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
146+ 7.3% |
$18.1K - $24.5K
|
2.15K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
143+ 0.78% |
$17.7K - $24K
|
18.6K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
141+ 0.18% |
$17.5K - $23.7K
|
78.1K
$9.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
133New |
$16.5K - $22.3K
|
133
$16.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
127+ 3.99% |
$15.7K - $21.3K
|
3.31K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
109+ 25.23% |
$13.5K - $18.3K
|
541
$68.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
109New |
$13.5K - $18.3K
|
109
$13.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
104+ 46.64% |
$12.9K - $17.5K
|
327
$41.4K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 1.68% |
$12.4K - $16.8K
|
6.05K
$766K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 18.18% |
$12.4K - $16.8K
|
650
$82.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
100+ 5.88% |
$12.4K - $16.8K
|
1.8K
$228K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
92+ 15.13% |
$11.4K - $15.4K
|
700
$88.6K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
89New |
$11K - $14.9K
|
89
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
89+ 4.68% |
$11K - $14.9K
|
1.99K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
88+ 0.46% |
$10.9K - $14.8K
|
19.3K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
85New |
$10.5K - $14.3K
|
85
$10.8K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
84+ 1400.0% |
$10.4K - $14.1K
|
90
$11.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
BUY
|
- |
80+ 1.12% |
$9.9K - $13.4K
|
7.22K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
80+ 4.78% |
$9.9K - $13.4K
|
1.75K
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
75+ 34.4% |
$9.29K - $12.6K
|
293
$37.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
68+ 1.65% |
$8.42K - $11.4K
|
4.19K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
66+ 104.76% |
$8.17K - $11.1K
|
129
$16.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$7.43K - $10.1K
|
60
$7.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
59+ 2.27% |
$7.3K - $9.9K
|
2.65K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
57+ 0.85% |
$7.06K - $9.56K
|
6.8K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
50New |
$6.19K - $8.39K
|
50
$6.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
46+ 1.16% |
$5.69K - $7.72K
|
4.02K
$509K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
45+ 2.66% |
$5.57K - $7.55K
|
1.74K
$220K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
43+ 7.43% |
$5.32K - $7.22K
|
622
$78.7K
|