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 61 institutions that hold shares in the stock, with a total of 2.15 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
540,483
shares
|
$29.1 Million
3.89% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
380,653
shares
|
$20.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.9%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
270,128
shares
|
$14.6 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
159,551
shares
|
$8.6 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
80,926
shares
|
$4.36 Million
0.0% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
65,529
shares
|
$3.53 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
62,843
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
60,847
shares
|
$3.28 Million
0.38% of portfolio
|
Q1 2025
Added 72.37%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
49,824
shares
|
$2.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 22.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
46,520
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.56%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
40,820
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
39,440
shares
|
$2.13 Million
0.14% of portfolio
|
Q1 2025
Added 76.47%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
32,306
shares
|
$1.74 Million
0.07% of portfolio
|
Q1 2025
Reduced 41.99%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
32,241
shares
|
$1.74 Million
0.1% of portfolio
|
Q1 2025
Reduced 26.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
29,161
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
21,726
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
19,161
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
18,118
shares
|
$976,379
0.03% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
17,610
shares
|
$949,002
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,429
shares
|
$885,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
14,276
shares
|
$769,333
0.03% of portfolio
|
Q1 2025
Added 53.08%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,435
shares
|
$724,012
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,365
shares
|
$612,459
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
10,759
shares
|
$579,802
1.55% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,375
shares
|
$559,108
0.0% of portfolio
|
Q4 2024
Added 0.35%
|