Latest Institutional Sells of Dj Brookfield Global (TOLZ)
This list provides information on the latest institutional transactions involving Dj Brookfield Global (TOLZ) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-90.2K- 89.63% |
$4.05M - $4.63M
|
10.4K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.7K- 46.87% |
$2.99M - $3.42M
|
75.6K
$3.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-48.9K- 24.86% |
$2.2M - $2.51M
|
148K
$7.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-41.8K- 7.24% |
$1.88M - $2.15M
|
536K
$26.2M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-37K- 6.57% |
$1.66M - $1.9M
|
526K
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.94K- 65.97% |
$267K - $305K
|
3.06K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.24K- 43.24% |
$145K - $166K
|
4.25K
$208K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-3.14K- 12.16% |
$141K - $161K
|
22.6K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.46K- 3.68% |
$111K - $126K
|
64.3K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.97K- 19.66% |
$88.4K - $101K
|
8.04K
$394K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-837- 9.61% |
$37.6K - $43K
|
7.88K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-590- 10.07% |
$26.5K - $30.3K
|
5.27K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-546- 2.84% |
$24.5K - $28K
|
18.7K
$916K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-546- 10.04% |
$24.5K - $28K
|
4.89K
$240K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-496- 6.24% |
$22.3K - $25.5K
|
7.45K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-462- 13.31% |
$20.8K - $23.7K
|
3.01K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 50.0% |
$11.2K - $12.8K
|
250
$12.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-91- 1.11% |
$4.09K - $4.67K
|
8.14K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1- -0.0% |
$44.9 - $51.4
|
62.8K
$3.08M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.2K- 72.47% |
$1.35M - $1.48M
|
11.9K
$580K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.28K- 14.15% |
$98.5K - $108K
|
13.9K
$678K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-72- 50.0% |
$3.1K - $3.42K
|
72
$3.53K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 17.01% |
$1.77K - $1.95K
|
200
$9.79K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1- 0.07% |
$43.1 - $47.5
|
1.37K
$66.9K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-8.85K- 16.88% |
$381K - $408K
|
43.6K
$2.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-82- 39.81% |
$3.53K - $3.78K
|
124
$6.07K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-27- 23.68% |
$1.16K - $1.24K
|
87
$4.26K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.76K- 51.64% |
$190K - $218K
|
4.45K
$218K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.3K- 86.62% |
$626K - $674K
|
2.21K
$108K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.25K- 41.74% |
$229K - $247K
|
7.33K
$359K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.5K- 86.13% |
$712K - $779K
|
2.65K
$130K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.36K- 44.81% |
$319K - $349K
|
9.07K
$444K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-6.93KClosed |
$300K - $328K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-109- 97.32% |
$4.72K - $5.16K
|
3
$147
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.49K- 99.6% |
$137K - $162K
|
14
$686
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-186- 53.3% |
$7.33K - $8.67K
|
163
$7.98K
|
|
| Q3 2022 | |||||||
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-400- 6.12% |
$16.3K - $19.7K
|
6.14K
$300K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-30.1KClosed |
$1.34M - $1.55M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-26.7KClosed |
$1.19M - $1.37M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.88KClosed |
$217K - $250K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.7KClosed |
$209K - $241K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.5KClosed |
$66.7K - $76.9K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-150Closed |
$6.68K - $7.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-62Closed |
$2.76K - $3.18K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-42- 19.35% |
$1.87K - $2.16K
|
175
$8.57K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-18.7KClosed |
$852K - $932K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.6KClosed |
$256K - $280K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-245Closed |
$11.2K - $12.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-93Closed |
$4.24K - $4.64K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.1KClosed |
$1.3M - $1.39M
|
0
$0
|
|