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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-9.52K- 24.14% |
$462K - $522K
|
29.9K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
220+ 3.14% |
$10.7K - $12.1K
|
7.22K
$385K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
157+ 78.5% |
$7.63K - $8.61K
|
357
$19K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
98+ 1.57% |
$4.76K - $5.38K
|
6.32K
$337K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-326- 0.2% |
$15.8K - $17.9K
|
159K
$8.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.13K+ 2.64% |
$346K - $391K
|
277K
$14.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
764+ 11.2% |
$37.1K - $41.9K
|
7.59K
$405K
|
|
| Q1 2025 | |||||||
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.83KNew |
$185K - $202K
|
3.83K
$204K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
12.5KNew |
$604K - $661K
|
12.5K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.8KNew |
$519K - $568K
|
10.8K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
61New |
$2.94K - $3.22K
|
61
$3.25K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-50.7K- 8.57% |
$2.44M - $2.67M
|
540K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2K- 8.42% |
$96.3K - $105K
|
21.7K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-274K- 41.9% |
$13.2M - $14.5M
|
381K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.9K- 57.95% |
$524K - $574K
|
7.89K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$792K - $867K
|
16.4K
$876K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.45K- 34.44% |
$70K - $76.6K
|
2.77K
$148K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.57KNew |
$75.5K - $82.6K
|
1.57K
$83.5K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.4KNew |
$548K - $600K
|
11.4K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-208- 4.17% |
$10K - $11K
|
4.78K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
25.5K+ 72.37% |
$1.23M - $1.35M
|
60.8K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.8KNew |
$1.97M - $2.15M
|
40.8K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-556- 15.51% |
$26.8K - $29.3K
|
3.03K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-23.4K- 41.99% |
$1.13M - $1.23M
|
32.3K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$48.2 - $52.8
|
1
$53.3
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.26K+ 4.19% |
$157K - $172K
|
80.9K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.88K- 52.64% |
$332K - $363K
|
6.19K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.11K- 33.7% |
$150K - $164K
|
6.11K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
575+ 23.87% |
$27.7K - $30.3K
|
2.98K
$159K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
17.6KNew |
$849K - $929K
|
17.6K
$939K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.4K- 26.05% |
$548K - $599K
|
32.2K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-868- 10.66% |
$41.8K - $45.8K
|
7.28K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
800New |
$38.6K - $42.2K
|
800
$42.7K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
4.95K+ 53.08% |
$239K - $261K
|
14.3K
$761K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
670+ 2.35% |
$32.3K - $35.3K
|
29.2K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30+ 0.17% |
$1.45K - $1.58K
|
18.1K
$966K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-380- 5.21% |
$18.3K - $20K
|
6.92K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.66K- 25.53% |
$80K - $87.5K
|
4.84K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
65.5KNew |
$3.16M - $3.46M
|
65.5K
$3.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.8K- 21.56% |
$616K - $674K
|
46.5K
$2.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.2KNew |
$924K - $1.01M
|
19.2K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-14.4K- 22.42% |
$694K - $759K
|
49.8K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42New |
$2.02K - $2.22K
|
42
$2.24K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
91New |
$4.4K - $4.79K
|
91
$4.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
112New |
$5.41K - $5.9K
|
112
$5.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
786New |
$38K - $41.4K
|
786
$41.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 1.25% |
$96.6 - $105
|
162
$8.64K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
17+ 0.32% |
$821 - $895
|
5.39K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36+ 0.35% |
$1.74K - $1.9K
|
10.4K
$553K
|
|