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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9New |
$435 - $474
|
9
$480
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-343- 93.97% |
$16.6K - $18.1K
|
22
$1.17K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 50.0% |
$11.2K - $12.8K
|
250
$13.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1- -0.0% |
$44.9 - $51.4
|
62.8K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
165New |
$7.41K - $8.47K
|
165
$8.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.24K- 43.24% |
$145K - $166K
|
4.25K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
535+ 4.15% |
$24K - $27.5K
|
13.4K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31New |
$1.39K - $1.59K
|
31
$1.65K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-3.14K- 12.16% |
$141K - $161K
|
22.6K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-546- 10.04% |
$24.5K - $28K
|
4.89K
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
34.9KNew |
$1.57M - $1.79M
|
34.9K
$1.86M
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
243New |
$10.5K - $11.5K
|
243
$13K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-72- 50.0% |
$3.1K - $3.42K
|
72
$3.84K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1- 0.07% |
$43.1 - $47.5
|
1.37K
$72.9K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.01KNew |
$86.6K - $95.4K
|
2.01K
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.28K- 14.15% |
$98.5K - $108K
|
13.9K
$739K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4New |
$172 - $190
|
4
$213
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
113New |
$4.87K - $5.37K
|
113
$6.03K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1KNew |
$43.1K - $46K
|
1K
$53.3K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-27- 23.68% |
$1.16K - $1.24K
|
87
$4.64K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
420New |
$18.1K - $19.3K
|
420
$22.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-82- 39.81% |
$3.53K - $3.78K
|
124
$6.61K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
71New |
$3.06K - $3.27K
|
71
$3.79K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
226+ 120.21% |
$9.02K - $10.4K
|
414
$22.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.5KNew |
$940K - $1.08M
|
23.5K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
163New |
$6.51K - $7.49K
|
163
$8.69K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.76K- 51.64% |
$190K - $218K
|
4.45K
$238K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
275New |
$11K - $12.6K
|
275
$14.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.91% |
$39.9 - $46
|
111
$5.92K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.26K+ 122.87% |
$259K - $287K
|
11.4K
$606K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
165New |
$6.83K - $7.55K
|
165
$8.8K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.93KNew |
$259K - $279K
|
5.93K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
186New |
$8.13K - $8.76K
|
186
$9.92K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.3K- 86.62% |
$626K - $674K
|
2.21K
$118K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
371K+ 150.6% |
$16.2M - $17.4M
|
617K
$32.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.25K- 41.74% |
$229K - $247K
|
7.33K
$391K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30New |
$1.31K - $1.41K
|
30
$1.6K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.8KNew |
$2.15M - $2.36M
|
49.8K
$2.66M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-6.93KClosed |
$300K - $328K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.5K- 86.13% |
$712K - $779K
|
2.65K
$141K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.36K- 44.81% |
$319K - $349K
|
9.07K
$484K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.4% |
$130 - $142
|
751
$40.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$8.65K - $9.47K
|
200
$10.7K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 0.74% |
$434 - $513
|
1.5K
$80.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9New |
$355 - $419
|
9
$480
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.49K- 99.6% |
$137K - $162K
|
14
$747
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.32KNew |
$91.5K - $108K
|
2.32K
$124K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.57KNew |
$259K - $306K
|
6.57K
$351K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
7KNew |
$276K - $326K
|
7K
$373K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
8.91KNew |
$351K - $415K
|
8.91K
$475K
|
|