Latest Institutional Purchases of Dj Brookfield Global (TOLZ)
This list provides information on the latest institutional transactions involving Dj Brookfield Global (TOLZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.6K+ 136.18% |
$2.7M - $3.05M
|
96.4K
$5.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.9K+ 6.02% |
$1.11M - $1.26M
|
404K
$21.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.8K+ 71.48% |
$1.01M - $1.14M
|
50K
$2.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.1KNew |
$780K - $881K
|
16.1K
$859K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.9K+ 72.98% |
$770K - $870K
|
37.6K
$2.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.13K+ 2.64% |
$346K - $391K
|
277K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
6.83KNew |
$332K - $375K
|
6.83K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.59K+ 659200.0% |
$320K - $362K
|
6.59K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.63K+ 6.95% |
$273K - $309K
|
86.6K
$4.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.62KNew |
$224K - $253K
|
4.62K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.58KNew |
$222K - $251K
|
4.58K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.41KNew |
$214K - $242K
|
4.41K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.73KNew |
$181K - $205K
|
3.73K
$200K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.5K+ 24.52% |
$170K - $192K
|
17.8K
$951K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.12KNew |
$103K - $116K
|
2.12K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.88K+ 30.3% |
$91.1K - $103K
|
8.07K
$432K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
989+ 5.46% |
$48K - $54.2K
|
19.1K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
764+ 11.2% |
$37.1K - $41.9K
|
7.59K
$406K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
540+ 7.42% |
$26.2K - $29.6K
|
7.82K
$418K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
220+ 3.14% |
$10.7K - $12.1K
|
7.22K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
202+ 3.31% |
$9.81K - $11.1K
|
6.31K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
157+ 78.5% |
$7.63K - $8.61K
|
357
$19.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
98+ 1.57% |
$4.76K - $5.38K
|
6.32K
$338K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8New |
$389 - $439
|
8
$428
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$48.6 - $54.9
|
4.78K
$256K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.62% |
$48.6 - $54.9
|
163
$8.72K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
65.5KNew |
$3.16M - $3.46M
|
65.5K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$792K - $867K
|
16.4K
$879K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.4KNew |
$548K - $600K
|
11.4K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.8KNew |
$519K - $568K
|
10.8K
$576K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.83KNew |
$185K - $202K
|
3.83K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.57KNew |
$75.5K - $82.6K
|
1.57K
$83.8K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
800New |
$38.6K - $42.2K
|
800
$42.8K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
575+ 23.87% |
$27.7K - $30.3K
|
2.98K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
61New |
$2.94K - $3.22K
|
61
$3.26K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42New |
$2.02K - $2.22K
|
42
$2.25K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
786New |
$38K - $41.4K
|
786
$42.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
112New |
$5.41K - $5.9K
|
112
$5.99K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
91New |
$4.4K - $4.79K
|
91
$4.87K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36+ 0.35% |
$1.74K - $1.9K
|
10.4K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
17+ 0.32% |
$821 - $895
|
5.39K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9New |
$435 - $474
|
9
$482
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
165New |
$7.41K - $8.47K
|
165
$8.83K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31New |
$1.39K - $1.59K
|
31
$1.66K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.01KNew |
$86.6K - $95.4K
|
2.01K
$107K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
243New |
$10.5K - $11.5K
|
243
$13K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
113New |
$4.87K - $5.37K
|
113
$6.05K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4New |
$172 - $190
|
4
$214
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1KNew |
$43.1K - $46K
|
1K
$53.5K
|
|