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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.7K+ 1163.34% |
$1.69M - $1.9M
|
37.7K
$2.04M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.58K+ 12.49% |
$174K - $196K
|
32.2K
$1.74M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-365- 2.07% |
$17.7K - $20K
|
17.2K
$933K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.9K+ 6.02% |
$1.11M - $1.26M
|
404K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
202+ 3.31% |
$9.81K - $11.1K
|
6.31K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.63K+ 6.95% |
$273K - $309K
|
86.6K
$4.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.58KNew |
$222K - $251K
|
4.58K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.73KNew |
$181K - $205K
|
3.73K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.9K+ 72.98% |
$770K - $870K
|
37.6K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.41KNew |
$214K - $242K
|
4.41K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-116K- 21.51% |
$5.65M - $6.38M
|
424K
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$48.6 - $54.9
|
4.78K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.88K+ 30.3% |
$91.1K - $103K
|
8.07K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.6K+ 136.18% |
$2.7M - $3.05M
|
96.4K
$5.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22- 0.16% |
$1.07K - $1.21K
|
13.4K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-123- 1.56% |
$5.97K - $6.75K
|
7.77K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.4K- 50.65% |
$795K - $897K
|
15.9K
$862K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-587- 21.22% |
$28.5K - $32.2K
|
2.18K
$118K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
989+ 5.46% |
$48K - $54.2K
|
19.1K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.8K+ 71.48% |
$1.01M - $1.14M
|
50K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.59K+ 659200.0% |
$320K - $362K
|
6.59K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.12KNew |
$103K - $116K
|
2.12K
$115K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.62% |
$48.6 - $54.9
|
163
$8.82K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.1KNew |
$780K - $881K
|
16.1K
$869K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.5K+ 24.52% |
$170K - $192K
|
17.8K
$961K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.69K- 50.59% |
$471K - $532K
|
9.47K
$512K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
540+ 7.42% |
$26.2K - $29.6K
|
7.82K
$423K
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.62KNew |
$224K - $253K
|
4.62K
$250K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
6.83KNew |
$332K - $375K
|
6.83K
$370K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8New |
$389 - $439
|
8
$433
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-577- 11.92% |
$28K - $31.6K
|
4.26K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.97K- 18.0% |
$436K - $492K
|
40.9K
$2.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-214- 3.09% |
$10.4K - $11.7K
|
6.71K
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-667- 5.32% |
$32.4K - $36.6K
|
11.9K
$642K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.3K- 11.38% |
$257K - $290K
|
41.2K
$2.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-590- 0.97% |
$28.7K - $32.4K
|
60.3K
$3.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-9.52K- 24.14% |
$462K - $522K
|
29.9K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
220+ 3.14% |
$10.7K - $12.1K
|
7.22K
$390K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
157+ 78.5% |
$7.63K - $8.61K
|
357
$19.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
98+ 1.57% |
$4.76K - $5.38K
|
6.32K
$342K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-326- 0.2% |
$15.8K - $17.9K
|
159K
$8.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
764+ 11.2% |
$37.1K - $41.9K
|
7.59K
$410K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.13K+ 2.64% |
$346K - $391K
|
277K
$15M
|
|
| Q1 2025 | |||||||
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.83KNew |
$185K - $202K
|
3.83K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.8KNew |
$519K - $568K
|
10.8K
$582K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$792K - $867K
|
16.4K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
61New |
$2.94K - $3.22K
|
61
$3.3K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.4KNew |
$548K - $600K
|
11.4K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.57KNew |
$75.5K - $82.6K
|
1.57K
$84.7K
|
|