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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.3KNew |
$464K - $531K
|
10.3K
$506K
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.66K+ 11.91% |
$164K - $188K
|
34.4K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 1.91% |
$135 - $154
|
160
$7.84K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1- -0.0% |
$44.9 - $51.4
|
62.8K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.97K- 19.66% |
$88.4K - $101K
|
8.04K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 50.0% |
$11.2K - $12.8K
|
250
$12.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.49K+ 27.03% |
$202K - $231K
|
21.1K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.1K+ 31.32% |
$3.51M - $4.01M
|
327K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
165New |
$7.41K - $8.47K
|
165
$8.08K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.24K- 43.24% |
$145K - $166K
|
4.25K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-546- 2.84% |
$24.5K - $28K
|
18.7K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.01K+ 75.15% |
$45.2K - $51.7K
|
2.35K
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
535+ 4.15% |
$24K - $27.5K
|
13.4K
$658K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.7K- 46.87% |
$2.99M - $3.42M
|
75.6K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-590- 10.07% |
$26.5K - $30.3K
|
5.27K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-462- 13.31% |
$20.8K - $23.7K
|
3.01K
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.94K- 65.97% |
$267K - $305K
|
3.06K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31New |
$1.39K - $1.59K
|
31
$1.52K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.63K+ 31.56% |
$298K - $341K
|
27.7K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
20+ 0.37% |
$898 - $1.03K
|
5.37K
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-41.8K- 7.24% |
$1.88M - $2.15M
|
536K
$26.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.46K- 3.68% |
$111K - $126K
|
64.3K
$3.15M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-3.14K- 12.16% |
$141K - $161K
|
22.6K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-837- 9.61% |
$37.6K - $43K
|
7.88K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
122+ 0.69% |
$5.48K - $6.26K
|
17.7K
$867K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-91- 1.11% |
$4.09K - $4.67K
|
8.14K
$399K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-546- 10.04% |
$24.5K - $28K
|
4.89K
$240K
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-90.2K- 89.63% |
$4.05M - $4.63M
|
10.4K
$511K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-48.9K- 24.86% |
$2.2M - $2.51M
|
148K
$7.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
365New |
$16.4K - $18.7K
|
365
$17.9K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-37K- 6.57% |
$1.66M - $1.9M
|
526K
$25.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
34.9KNew |
$1.57M - $1.79M
|
34.9K
$1.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
7KNew |
$314K - $359K
|
7K
$343K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-496- 6.24% |
$22.3K - $25.5K
|
7.45K
$365K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
60.4K+ 13.42% |
$2.72M - $3.1M
|
511K
$25M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.11K+ 14.42% |
$94.7K - $108K
|
16.7K
$820K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-72- 50.0% |
$3.1K - $3.42K
|
72
$3.53K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1- 0.07% |
$43.1 - $47.5
|
1.37K
$66.9K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.01KNew |
$86.6K - $95.4K
|
2.01K
$98.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.2K- 72.47% |
$1.35M - $1.48M
|
11.9K
$580K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.28K- 14.15% |
$98.5K - $108K
|
13.9K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
243New |
$10.5K - $11.5K
|
243
$11.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4New |
$172 - $190
|
4
$196
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
113New |
$4.87K - $5.37K
|
113
$5.53K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 17.01% |
$1.77K - $1.95K
|
200
$9.79K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.71KNew |
$160K - $176K
|
3.71K
$182K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1KNew |
$43.1K - $46K
|
1K
$49K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-8.85K- 16.88% |
$381K - $408K
|
43.6K
$2.14M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-27- 23.68% |
$1.16K - $1.24K
|
87
$4.26K
|
|