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 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
165New |
$6.83K - $7.55K
|
165
$8.8K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
371K+ 150.6% |
$16.2M - $17.4M
|
617K
$32.9M
|
|
|
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
|
|
|
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
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$8.65K - $9.47K
|
200
$10.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.4% |
$130 - $142
|
751
$40.1K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
8.91KNew |
$351K - $415K
|
8.91K
$475K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
7KNew |
$276K - $326K
|
7K
$373K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.57KNew |
$259K - $306K
|
6.57K
$351K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.32KNew |
$91.5K - $108K
|
2.32K
$124K
|
|
|
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
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.51K+ 75.64% |
$184K - $222K
|
10.5K
$558K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
220New |
$8.96K - $10.9K
|
220
$11.7K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19New |
$774 - $937
|
19
$1.01K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
13New |
$530 - $641
|
13
$693
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2New |
$81.5 - $98.6
|
2
$107
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.67KNew |
$208K - $240K
|
4.67K
$249K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.01KNew |
$89.7K - $103K
|
2.01K
$107K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142+ 105.97% |
$6.32K - $7.29K
|
276
$14.7K
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.41KNew |
$247K - $270K
|
5.41K
$289K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
24.9KNew |
$1.11M - $1.19M
|
24.9K
$1.33M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
240New |
$10.7K - $11.5K
|
240
$12.8K
|
|
| Q2 2021 | |||||||
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
219+ 93.99% |
$9.57K - $10.6K
|
452
$24.1K
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
101+ 40.08% |
$3.78K - $4.28K
|
353
$18.8K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$53.3
|
|