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 |
---|---|---|---|---|---|---|---|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1New |
$124 - $168
|
1
$127
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$124 - $168
|
4.63K
$586K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$124 - $168
|
1
$127
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$124 - $168
|
346K
$43.8M
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 2.56% |
$124 - $168
|
38
$4.81K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 0.5% |
$124 - $168
|
200
$25.3K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 2.5% |
$371 - $503
|
117
$14.8K
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-3- 0.05% |
$371 - $503
|
5.59K
$708K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 10.53% |
$495 - $671
|
34
$4.3K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 14.81% |
$495 - $671
|
23
$2.91K
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5- 0.09% |
$619 - $839
|
5.55K
$703K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5- 0.29% |
$619 - $839
|
1.71K
$217K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 2.3% |
$619 - $839
|
212
$26.8K
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-8- 0.37% |
$990 - $1.34K
|
2.17K
$275K
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-8- 4.73% |
$990 - $1.34K
|
161
$20.4K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-9- 2.58% |
$1.11K - $1.51K
|
340
$43K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 7.64% |
$1.36K - $1.85K
|
133
$16.8K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-12- 5.48% |
$1.49K - $2.01K
|
207
$26.2K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-12- 11.01% |
$1.49K - $2.01K
|
97
$12.3K
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-17- 3.87% |
$2.1K - $2.85K
|
422
$53.4K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19- 0.88% |
$2.35K - $3.19K
|
2.14K
$270K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-20- 19.23% |
$2.48K - $3.36K
|
84
$10.6K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-24- 0.9% |
$2.97K - $4.03K
|
2.64K
$334K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-25- 59.52% |
$3.1K - $4.2K
|
17
$2.15K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.4% |
$3.1K - $4.2K
|
1.77K
$224K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27- 0.8% |
$3.34K - $4.53K
|
3.37K
$426K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-28- 5.67% |
$3.47K - $4.7K
|
466
$59K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-30- 0.39% |
$3.71K - $5.03K
|
7.75K
$981K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-31- 23.66% |
$3.84K - $5.2K
|
100
$12.7K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-32- 49.23% |
$3.96K - $5.37K
|
33
$4.18K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36- 1.25% |
$4.46K - $6.04K
|
2.85K
$361K
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-40- 0.63% |
$4.95K - $6.71K
|
6.35K
$804K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-46- 2.17% |
$5.69K - $7.72K
|
2.07K
$263K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-62- 1.2% |
$7.68K - $10.4K
|
5.13K
$649K
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-62- 2.45% |
$7.68K - $10.4K
|
2.46K
$312K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-63- 1.96% |
$7.8K - $10.6K
|
3.15K
$399K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-64- 35.56% |
$7.92K - $10.7K
|
116
$14.7K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-72- 8.19% |
$8.91K - $12.1K
|
807
$102K
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-75- 3.9% |
$9.29K - $12.6K
|
1.85K
$234K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-78- 0.86% |
$9.66K - $13.1K
|
8.95K
$1.13M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-79- 39.3% |
$9.78K - $13.3K
|
122
$15.4K
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-84- 0.96% |
$10.4K - $14.1K
|
8.69K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-90- 1.44% |
$11.1K - $15.1K
|
6.16K
$780K
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.59% |
$12.4K - $16.8K
|
16.8K
$2.12M
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-103- 2.78% |
$12.8K - $17.3K
|
3.61K
$457K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-105- 5.63% |
$13K - $17.6K
|
1.76K
$223K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-106- 0.27% |
$13.1K - $17.8K
|
39.9K
$5.05M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-117- 3.01% |
$14.5K - $19.6K
|
3.77K
$477K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-153- 0.71% |
$18.9K - $25.7K
|
21.5K
$2.73M
|