Latest Institutional Transactions on Dj Brookfield Global (TOLZ)
This table provides information on the latest institutional transactions involving Dj Brookfield Global (TOLZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-79.2K- 70.04% |
$3.41M - $3.65M
|
33.9K
$1.54M
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.64% |
$43.1 - $46
|
157
$7.14K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-164K- 49.78% |
$7.07M - $7.56M
|
166K
$7.53M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.31K+ 26.18% |
$56.5K - $60.4K
|
6.32K
$287K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.8K- 41.35% |
$551K - $589K
|
18.1K
$825K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19- 0.08% |
$819 - $875
|
24.8K
$1.13M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.4K+ 13.44% |
$534K - $571K
|
105K
$4.76M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-229- 16.17% |
$9.87K - $10.5K
|
1.19K
$54K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-159K- 78.73% |
$6.86M - $7.34M
|
43K
$1.96M
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.49K- 5.27% |
$64K - $68.4K
|
26.7K
$1.21M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.2K- 35.58% |
$138K - $147K
|
5.8K
$264K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1KNew |
$43.1K - $46K
|
1K
$45.5K
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-10- 0.01% |
$431 - $460
|
66.8K
$3.04M
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-8.85K- 16.88% |
$381K - $408K
|
43.6K
$1.98M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-700- 4.16% |
$30.2K - $32.2K
|
16.1K
$734K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
221+ 1105.0% |
$9.52K - $10.2K
|
241
$11K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.1K- 6.83% |
$47.3K - $50.6K
|
15K
$682K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43+ 0.19% |
$1.85K - $1.98K
|
23.1K
$1.05M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.41KNew |
$60.7K - $64.8K
|
1.41K
$64K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
677+ 0.57% |
$29.2K - $31.2K
|
119K
$5.42M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.81K- 46.46% |
$337K - $360K
|
9K
$409K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-652- 4.86% |
$28.1K - $30K
|
12.8K
$580K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.3K+ 89.63% |
$272K - $290K
|
13.3K
$606K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-24.8K- 4.24% |
$1.07M - $1.14M
|
561K
$25.5M
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-313- 0.7% |
$13.5K - $14.4K
|
44.1K
$2.01M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-27- 23.68% |
$1.16K - $1.24K
|
87
$3.96K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
420New |
$18.1K - $19.3K
|
420
$19.1K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
481+ 2.81% |
$20.7K - $22.1K
|
17.6K
$800K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109+ 1.3% |
$4.7K - $5.02K
|
8.47K
$385K
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
105+ 8.32% |
$4.52K - $4.83K
|
1.37K
$62.2K
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
34.1K+ 7.34% |
$1.47M - $1.57M
|
498K
$22.6M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.12K- 10.86% |
$48.4K - $51.7K
|
9.22K
$419K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-82- 39.81% |
$3.53K - $3.78K
|
124
$5.64K
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-16.9K- 3.0% |
$727K - $777K
|
545K
$24.8M
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
31.5K+ 16.67% |
$1.36M - $1.45M
|
220K
$10M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
71New |
$3.06K - $3.27K
|
71
$3.23K
|
|
Q4 2023 | |||||||
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
226+ 120.21% |
$9.02K - $10.4K
|
414
$18.8K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
72+ 100.0% |
$2.87K - $3.31K
|
144
$6.55K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.02K- 36.46% |
$320K - $368K
|
14K
$635K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.5KNew |
$940K - $1.08M
|
23.5K
$1.07M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
318New |
$12.7K - $14.6K
|
318
$14.5K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
163New |
$6.51K - $7.49K
|
163
$7.41K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
275New |
$11K - $12.6K
|
275
$12.5K
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.76K- 51.64% |
$190K - $218K
|
4.45K
$203K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 33.33% |
$9.98K - $11.5K
|
500
$22.7K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.91% |
$39.9 - $46
|
111
$5.05K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.93KNew |
$204K - $226K
|
4.93K
$224K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5K+ 264.03% |
$560K - $619K
|
18.7K
$849K
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
29.7K+ 86.79% |
$1.23M - $1.36M
|
63.8K
$2.9M
|