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 $125 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
8,466
shares
|
$385,033
0.0% of portfolio
|
Q1 2024
Added 1.3%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,327
shares
|
$333,231
0.08% of portfolio
|
Q2 2023
Reduced 41.74%
|
|
Bell Bank
|
Apr 23, 2024 Q1 2024 |
7,000
shares
|
$318,360
0.03% of portfolio
|
Q4 2022
New holding
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
6,318
shares
|
$287,342
0.0% of portfolio
|
Q1 2024
Added 26.18%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
5,795
shares
|
$263,556
0.0% of portfolio
|
Q1 2024
Reduced 35.58%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
3,600
shares
|
$163,728
0.02% of portfolio
|
Q1 2021
Reduced 31.43%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
1,408
shares
|
$64,035
0.0% of portfolio
|
Q1 2024
New holding
|
|
Millburn Ridgefield Corp
|
Apr 26, 2024 Q1 2024 |
1,367
shares
|
$62,171
0.0% of portfolio
|
Q1 2024
Added 8.32%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
1,187
shares
|
$53,984
0.0% of portfolio
|
Q1 2024
Reduced 16.17%
|
|
Operose Advisors LLC
Milwaukee, WI |
May 13, 2024 Q1 2024 |
1,000
shares
|
$45,480
0.02% of portfolio
|
Q1 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
500
shares
|
$22,740
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
452
shares
|
$20,556
0.0% of portfolio
|
Q2 2021
Added 93.99%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
420
shares
|
$19,101
0.0% of portfolio
|
Q1 2024
New holding
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 10, 2024 Q1 2024 |
414
shares
|
$18,828
0.01% of portfolio
|
Q4 2023
Added 120.21%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
252
shares
|
$11,460
0.0% of portfolio
|
Q4 2020
Added 40.08%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
241
shares
|
$10,960
0.0% of portfolio
|
Q1 2024
Added 1105.0%
|
|
Aspire Private Capital, LLC
|
Apr 18, 2024 Q1 2024 |
175
shares
|
$7,958
0.0% of portfolio
|
Q2 2022
Reduced 19.35%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
165
shares
|
$7,504
0.0% of portfolio
|
Q3 2023
New holding
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
157
shares
|
$7,140
0.0% of portfolio
|
Q1 2024
Added 0.64%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
144
shares
|
$6,549
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
124
shares
|
$5,639
0.0% of portfolio
|
Q1 2024
Reduced 39.81%
|
|
South State Corp
|
May 06, 2024 Q1 2024 |
87
shares
|
$3,956
0.0% of portfolio
|
Q1 2024
Reduced 23.68%
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
30
shares
|
$1,364
0.0% of portfolio
|
Q2 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|