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 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
50New |
$6.19K - $8.39K
|
50
$7.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
46+ 1.16% |
$5.69K - $7.72K
|
4.02K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
45+ 2.66% |
$5.57K - $7.55K
|
1.74K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
43+ 7.43% |
$5.32K - $7.22K
|
622
$90.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
41New |
$5.08K - $6.88K
|
41
$5.94K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
40+ 5.03% |
$4.95K - $6.71K
|
835
$121K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
38+ 20.99% |
$4.7K - $6.38K
|
219
$31.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
38+ 2.32% |
$4.7K - $6.38K
|
1.67K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
36+ 3.2% |
$4.46K - $6.04K
|
1.16K
$168K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.01% |
$3.84K - $5.2K
|
304K
$44M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
30+ 1.46% |
$3.71K - $5.03K
|
2.08K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 2.17% |
$3.47K - $4.7K
|
1.32K
$191K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
26+ 1.43% |
$3.22K - $4.36K
|
1.84K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26New |
$3.22K - $4.36K
|
26
$3.77K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
25New |
$3.1K - $4.2K
|
25
$3.62K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
25+ 33.33% |
$3.1K - $4.2K
|
100
$14.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25New |
$3.1K - $4.2K
|
25
$3.62K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
25+ 0.26% |
$3.1K - $4.2K
|
9.81K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
22+ 0.31% |
$2.72K - $3.69K
|
7.13K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
20+ 0.08% |
$2.48K - $3.36K
|
25.5K
$3.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
19New |
$2.35K - $3.19K
|
19
$2.75K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 13.29% |
$2.35K - $3.19K
|
162
$23.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
19+ 1.01% |
$2.35K - $3.19K
|
1.89K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
18+ 0.16% |
$2.23K - $3.02K
|
11.4K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
17+ 8.72% |
$2.1K - $2.85K
|
212
$30.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 4.53% |
$1.86K - $2.52K
|
346
$50.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15+ 0.12% |
$1.86K - $2.52K
|
12.7K
$1.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
14+ 0.12% |
$1.73K - $2.35K
|
11.6K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
14+ 18.67% |
$1.73K - $2.35K
|
89
$12.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12+ 1.17% |
$1.49K - $2.01K
|
1.04K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12+ 0.68% |
$1.49K - $2.01K
|
1.78K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11+ 0.58% |
$1.36K - $1.85K
|
1.89K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11New |
$1.36K - $1.85K
|
11
$1.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
11+ 0.68% |
$1.36K - $1.85K
|
1.64K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.45% |
$1.24K - $1.68K
|
2.23K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.33% |
$1.11K - $1.51K
|
2.78K
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 200.0% |
$990 - $1.34K
|
12
$1.74K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 3.88% |
$990 - $1.34K
|
214
$31K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
8New |
$990 - $1.34K
|
8
$1.16K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8New |
$990 - $1.34K
|
8
$1.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.47% |
$867 - $1.17K
|
1.51K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 0.58% |
$743 - $1.01K
|
1.04K
$151K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6New |
$743 - $1.01K
|
6
$869
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6New |
$743 - $1.01K
|
6
$869
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5+ 100.0% |
$619 - $839
|
10
$1.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5+ 100.0% |
$619 - $839
|
10
$1.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$619 - $839
|
5
$724
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$619 - $839
|
5
$724
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3+ 0.06% |
$371 - $503
|
5.05K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 1.36% |
$371 - $503
|
223
$32.3K
|