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 |
|---|---|---|---|---|---|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
7,000
shares
|
$342,790
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
7,000
shares
|
$342,790
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
5,373
shares
|
$263,115
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,271
shares
|
$258,120
0.0% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,891
shares
|
$239,512
0.0% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
4,247
shares
|
$207,975
0.0% of portfolio
|
Q3 2024
Reduced 43.24%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3,600
shares
|
$176,292
0.02% of portfolio
|
Q1 2021
Reduced 31.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,064
shares
|
$150,044
0.0% of portfolio
|
Q3 2024
Reduced 65.97%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,009
shares
|
$147,350
0.0% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,347
shares
|
$114,932
0.0% of portfolio
|
Q3 2024
Added 75.15%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
452
shares
|
$22,134
0.0% of portfolio
|
Q2 2021
Added 93.99%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
365
shares
|
$17,874
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
252
shares
|
$12,340
0.0% of portfolio
|
Q4 2020
Added 40.08%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
250
shares
|
$12,242
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
200
shares
|
$9,794
0.0% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
175
shares
|
$8,569
0.0% of portfolio
|
Q2 2022
Reduced 19.35%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
165
shares
|
$8,080
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
165
shares
|
$8,080
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
160
shares
|
$7,835
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
124
shares
|
$6,072
0.0% of portfolio
|
Q1 2024
Reduced 39.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
113
shares
|
$5,533
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
87
shares
|
$4,260
0.0% of portfolio
|
Q1 2024
Reduced 23.68%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
72
shares
|
$3,525
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
31
shares
|
$1,518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
30
shares
|
$1,469
0.0% of portfolio
|
Q2 2023
New holding
|