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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,894
shares
|
$425,407
0.0% of portfolio
|
Q1 2025
Reduced 57.95%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,327
shares
|
$394,852
0.08% of portfolio
|
Q2 2023
Reduced 41.74%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
7,278
shares
|
$392,211
0.0% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
7,000
shares
|
$377,230
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
7,000
shares
|
$377,230
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,920
shares
|
$372,918
0.03% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
6,822
shares
|
$367,637
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
6,223
shares
|
$335,357
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
6,191
shares
|
$333,632
0.0% of portfolio
|
Q1 2025
Reduced 52.64%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,108
shares
|
$329,160
0.0% of portfolio
|
Q1 2025
Reduced 33.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,891
shares
|
$263,575
0.0% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,840
shares
|
$260,827
0.0% of portfolio
|
Q1 2025
Reduced 25.53%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,775
shares
|
$257,324
0.0% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
3,600
shares
|
$194,004
0.03% of portfolio
|
Q1 2021
Reduced 31.43%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,029
shares
|
$163,232
0.0% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,984
shares
|
$160,807
0.0% of portfolio
|
Q1 2025
Added 23.87%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,766
shares
|
$149,059
0.0% of portfolio
|
Q1 2025
Reduced 34.44%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,566
shares
|
$84,391
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
800
shares
|
$43,112
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
786
shares
|
$42,357
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
452
shares
|
$24,358
0.0% of portfolio
|
Q2 2021
Added 93.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
252
shares
|
$13,580
0.0% of portfolio
|
Q4 2020
Added 40.08%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
250
shares
|
$13,472
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
200
shares
|
$10,778
0.0% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
165
shares
|
$8,891
0.01% of portfolio
|
Q3 2024
New holding
|