Purchases and Sales Made in Q1 2022 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q1 2022. The information is specifically focused on institutions that hold shares of DJ BROOKFIELD GLOBAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.66M+ 6096.86% |
$258M - $283M
|
5.76M
$282M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
813K+ 4830.49% |
$37.1M - $40.6M
|
830K
$40.7M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.9K+ 139.75% |
$2.69M - $2.94M
|
101K
$4.95M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.2K+ 28.73% |
$1.2M - $1.31M
|
117K
$5.75M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.9K+ 5.93% |
$954K - $1.04M
|
374K
$18.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16K+ 9.52% |
$731K - $800K
|
184K
$9.03M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.1K+ 3.94% |
$597K - $653K
|
345K
$16.9M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.15K+ 149.39% |
$371K - $407K
|
13.6K
$666K
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
7.6K+ 10.67% |
$347K - $379K
|
78.8K
$3.86M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.83K+ 58.94% |
$266K - $291K
|
15.7K
$769K
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.41KNew |
$247K - $270K
|
5.41K
$265K
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.38K+ 19.57% |
$200K - $218K
|
26.7K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
2.93K+ 24.85% |
$133K - $146K
|
14.7K
$720K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.6K+ 9.01% |
$72.9K - $79.8K
|
19.3K
$947K
|
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
632New |
$28.8K - $31.5K
|
632
$30.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
616+ 2.78% |
$28.1K - $30.7K
|
22.8K
$1.12M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
401+ 2.32% |
$18.3K - $20K
|
17.7K
$864K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
350New |
$16K - $17.5K
|
350
$17.1K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
216+ 16.84% |
$9.85K - $10.8K
|
1.5K
$73.4K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
150New |
$6.84K - $7.49K
|
150
$7.35K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
77New |
$3.51K - $3.84K
|
77
$3.77K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
62New |
$2.83K - $3.09K
|
62
$3.04K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
42+ 24.0% |
$1.92K - $2.1K
|
217
$10.6K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.41% |
$274 - $299
|
1.47K
$71.7K
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.22% |
$91.2 - $99.8
|
166
$8.13K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-66- 2.55% |
$3.01K - $3.29K
|
2.53K
$124K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-93Closed |
$4.24K - $4.64K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-228- 2.58% |
$10.4K - $11.4K
|
8.61K
$422K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-245Closed |
$11.2K - $12.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-254- 3.63% |
$11.6K - $12.7K
|
6.75K
$330K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-297- 68.91% |
$13.5K - $14.8K
|
134
$6.56K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-394- 7.47% |
$18K - $19.7K
|
4.88K
$239K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-475Closed |
$21.7K - $23.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-545- 18.59% |
$24.9K - $27.2K
|
2.39K
$117K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-889- 4.05% |
$40.5K - $44.4K
|
21.1K
$1.03M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-910- 1.03% |
$41.5K - $45.4K
|
87.4K
$4.28M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.02K- 1.7% |
$46.6K - $51K
|
59.1K
$2.89M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.23K- 8.85% |
$56.2K - $61.5K
|
12.7K
$621K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 8.77% |
$60.4K - $66.1K
|
13.8K
$675K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.46K- 82.34% |
$66.4K - $72.6K
|
312
$15.3K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.03K- 5.1% |
$138K - $151K
|
56.4K
$2.76M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.33K- 12.37% |
$243K - $266K
|
37.7K
$1.85M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.6KClosed |
$256K - $280K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.56KClosed |
$299K - $327K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-7.33K- 19.56% |
$334K - $366K
|
30.1K
$1.48M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.4K- 8.54% |
$522K - $571K
|
123K
$6M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.5K- 11.87% |
$752K - $823K
|
123K
$6M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-18.7KClosed |
$852K - $932K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-23.6K- 62.25% |
$1.08M - $1.18M
|
14.3K
$701K
|