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 52 institutions that hold shares in the stock, with a total of 2.61 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
535,894
shares
|
$26.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
525,886
shares
|
$25.8 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
510,889
shares
|
$25 Million
4.48% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
327,352
shares
|
$16 Million
0.0% of portfolio
|
Q3 2024
Added 31.32%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
147,781
shares
|
$7.24 Million
0.9% of portfolio
|
Q3 2024
Reduced 24.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
75,570
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.87%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
64,308
shares
|
$3.15 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
62,843
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
43,601
shares
|
$2.14 Million
0.13% of portfolio
|
Q1 2024
Reduced 16.88%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
34,870
shares
|
$1.71 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
34,385
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
27,653
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 31.56%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
22,644
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
21,119
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 27.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
18,712
shares
|
$916,326
0.0% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
17,708
shares
|
$867,160
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
16,735
shares
|
$819,512
0.0% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,435
shares
|
$657,911
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
10,426
shares
|
$510,561
0.45% of portfolio
|
Q3 2024
Reduced 89.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
10,339
shares
|
$506,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
8,140
shares
|
$398,615
0.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
8,039
shares
|
$393,669
0.0% of portfolio
|
Q3 2024
Reduced 19.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
7,877
shares
|
$385,736
0.0% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
7,449
shares
|
$364,777
0.03% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,327
shares
|
$358,803
0.08% of portfolio
|
Q2 2023
Reduced 41.74%
|