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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.1K+ 31.32% |
$3.51M - $4.01M
|
327K
$17.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
60.4K+ 13.42% |
$2.72M - $3.1M
|
511K
$26.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
34.9KNew |
$1.57M - $1.79M
|
34.9K
$1.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
7KNew |
$314K - $359K
|
7K
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.63K+ 31.56% |
$298K - $341K
|
27.7K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.49K+ 27.03% |
$202K - $231K
|
21.1K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.66K+ 11.91% |
$164K - $188K
|
34.4K
$1.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.11K+ 14.42% |
$94.7K - $108K
|
16.7K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.01K+ 75.15% |
$45.2K - $51.7K
|
2.35K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
535+ 4.15% |
$24K - $27.5K
|
13.4K
$703K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
365New |
$16.4K - $18.7K
|
365
$19.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
165New |
$7.41K - $8.47K
|
165
$8.63K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
122+ 0.69% |
$5.48K - $6.26K
|
17.7K
$926K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31New |
$1.39K - $1.59K
|
31
$1.62K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
20+ 0.37% |
$898 - $1.03K
|
5.37K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 1.91% |
$135 - $154
|
160
$8.37K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.71KNew |
$160K - $176K
|
3.71K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.01KNew |
$86.6K - $95.4K
|
2.01K
$105K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
243New |
$10.5K - $11.5K
|
243
$12.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
113New |
$4.87K - $5.37K
|
113
$5.91K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4New |
$172 - $190
|
4
$209
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1KNew |
$43.1K - $46K
|
1K
$52.3K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
420New |
$18.1K - $19.3K
|
420
$22K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
71New |
$3.06K - $3.27K
|
71
$3.71K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.5KNew |
$940K - $1.08M
|
23.5K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
275New |
$11K - $12.6K
|
275
$14.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
226+ 120.21% |
$9.02K - $10.4K
|
414
$21.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
163New |
$6.51K - $7.49K
|
163
$8.52K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.91% |
$39.9 - $46
|
111
$5.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5K+ 264.03% |
$560K - $619K
|
18.7K
$976K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.26K+ 122.87% |
$259K - $287K
|
11.4K
$594K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.93KNew |
$204K - $226K
|
4.93K
$258K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
165New |
$6.83K - $7.55K
|
165
$8.63K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
371K+ 150.6% |
$16.2M - $17.4M
|
617K
$32.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.93KNew |
$259K - $279K
|
5.93K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
186New |
$8.13K - $8.76K
|
186
$9.73K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
63New |
$2.75K - $2.97K
|
63
$3.29K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30New |
$1.31K - $1.41K
|
30
$1.57K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.8KNew |
$2.15M - $2.36M
|
49.8K
$2.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$8.65K - $9.47K
|
200
$10.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.4% |
$130 - $142
|
751
$39.3K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
8.91KNew |
$351K - $415K
|
8.91K
$466K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
7KNew |
$276K - $326K
|
7K
$366K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.57KNew |
$259K - $306K
|
6.57K
$344K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.32KNew |
$91.5K - $108K
|
2.32K
$121K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 0.74% |
$434 - $513
|
1.5K
$78.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9New |
$355 - $419
|
9
$471
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.51K+ 75.64% |
$184K - $222K
|
10.5K
$547K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
220New |
$8.96K - $10.9K
|
220
$11.5K
|
|