Institutional Ownership Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 2.76 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
560,684
shares
|
$25.3 Million
0.1% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
|
First Citizens Bank & Trust CO
|
Apr 15, 2024 Q1 2024 |
545,064
shares
|
$24.6 Million
0.4% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 25, 2024 Q1 2024 |
497,925
shares
|
$22.4 Million
3.3% of portfolio
|
Q1 2024
Added 7.34%
|
|
|
Aprio Wealth Management, LLC
|
Apr 10, 2024 Q1 2024 |
220,423
shares
|
$9.94 Million
2.09% of portfolio
|
Q1 2024
Added 16.67%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
165,600
shares
|
$7.47 Million
0.0% of portfolio
|
Q1 2024
Reduced 49.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
119,241
shares
|
$5.38 Million
0.0% of portfolio
|
Q1 2024
Added 0.57%
|
|
|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
104,706
shares
|
$4.72 Million
0.11% of portfolio
|
Q1 2024
Added 13.44%
|
|
|
Wealth Architects, LLC
|
May 13, 2024 Q1 2024 |
66,829
shares
|
$3.01 Million
0.42% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
63,849
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2023
Added 86.79%
|
|
|
Sg Americas Securities, LLC
|
May 06, 2024 Q1 2024 |
44,141
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 13, 2024 Q1 2024 |
43,601
shares
|
$1.97 Million
0.13% of portfolio
|
Q1 2024
Reduced 16.88%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
43,047
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2024
Reduced 78.73%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 17, 2024 Q1 2024 |
33,871
shares
|
$1.53 Million
0.45% of portfolio
|
Q1 2024
Reduced 70.04%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 14, 2024 Q1 2024 |
26,705
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
24,750
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
23,093
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
18,143
shares
|
$817,886
0.0% of portfolio
|
Q1 2024
Reduced 41.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
17,585
shares
|
$792,731
0.04% of portfolio
|
Q1 2024
Added 2.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
16,137
shares
|
$727,455
0.0% of portfolio
|
Q1 2024
Reduced 4.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
14,992
shares
|
$675,839
0.0% of portfolio
|
Q1 2024
Reduced 6.83%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
13,971
shares
|
$629,812
0.0% of portfolio
|
Q4 2023
Reduced 36.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
13,335
shares
|
$601,141
0.0% of portfolio
|
Q1 2024
Added 89.63%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 08, 2024 Q1 2024 |
12,754
shares
|
$574,950
0.01% of portfolio
|
Q1 2024
Reduced 4.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
9,216
shares
|
$415,457
0.0% of portfolio
|
Q1 2024
Reduced 10.86%
|
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
9,003
shares
|
$405,855
0.04% of portfolio
|
Q1 2024
Reduced 46.46%
|
|