Purchases and Sales Made in Q1 2023 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q1 2023. 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 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
252K+ 702.36% |
$10.9M - $11.9M
|
288K
$14.1M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.8KNew |
$2.15M - $2.36M
|
49.8K
$2.44M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
44.1K+ 22.75% |
$1.91M - $2.09M
|
238K
$11.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11.8K+ 247.88% |
$510K - $558K
|
16.5K
$809K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5KNew |
$455K - $498K
|
10.5K
$515K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
4.64K+ 13.94% |
$201K - $220K
|
37.9K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.44K+ 1.24% |
$192K - $210K
|
362K
$17.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
780+ 106.27% |
$33.8K - $36.9K
|
1.51K
$74.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$8.65K - $9.47K
|
200
$9.79K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
88+ 0.68% |
$3.81K - $4.17K
|
13.1K
$643K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20New |
$865 - $947
|
20
$979
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.4% |
$130 - $142
|
751
$36.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-42- 0.41% |
$1.82K - $1.99K
|
10.2K
$499K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-94- 0.49% |
$4.07K - $4.45K
|
19K
$929K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-98- 8.11% |
$4.24K - $4.64K
|
1.11K
$54.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-109- 97.32% |
$4.72K - $5.16K
|
3
$147
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-200- 90.91% |
$8.65K - $9.47K
|
20
$979
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-209- 65.93% |
$9.04K - $9.89K
|
108
$5.29K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-305- 1.71% |
$13.2K - $14.4K
|
17.5K
$859K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-316- 1.28% |
$13.7K - $15K
|
24.4K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-447- 2.38% |
$19.3K - $21.2K
|
18.4K
$899K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-526- 2.1% |
$22.8K - $24.9K
|
24.5K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-791- 6.6% |
$34.2K - $37.4K
|
11.2K
$548K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.12K- 14.3% |
$48.3K - $52.8K
|
6.69K
$328K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-2.11K- 2.71% |
$91.1K - $99.7K
|
75.6K
$3.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.4K- 20.16% |
$104K - $114K
|
9.51K
$466K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.65K- 13.41% |
$158K - $173K
|
23.5K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.67K- 2.56% |
$159K - $174K
|
140K
$6.84M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.16K- 33.34% |
$223K - $244K
|
10.3K
$505K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-6.93KClosed |
$300K - $328K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.36K- 44.81% |
$319K - $349K
|
9.07K
$444K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.5K- 86.13% |
$712K - $779K
|
2.65K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.5K- 39.83% |
$803K - $878K
|
28K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-29.8K- 74.77% |
$1.29M - $1.41M
|
10.1K
$493K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-31.1K- 42.33% |
$1.35M - $1.47M
|
42.4K
$2.08M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-51.6K- 48.56% |
$2.23M - $2.44M
|
54.6K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-55.6K- 34.52% |
$2.41M - $2.63M
|
106K
$5.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-62.8K- 23.15% |
$2.72M - $2.97M
|
208K
$10.2M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-85.5K- 73.42% |
$3.7M - $4.05M
|
31K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-615K- 72.09% |
$26.6M - $29.1M
|
238K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-648K- 72.49% |
$28.1M - $30.7M
|
246K
$12M
|