Purchases and Sales Made in Q1 2025 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
270KNew |
$13M - $14.2M
|
270K
$14.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
65.5KNew |
$3.16M - $3.46M
|
65.5K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.8KNew |
$1.97M - $2.15M
|
40.8K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
25.5K+ 72.37% |
$1.23M - $1.35M
|
60.8K
$3.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.2KNew |
$924K - $1.01M
|
19.2K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
17.6KNew |
$849K - $929K
|
17.6K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
17.1K+ 76.47% |
$824K - $901K
|
39.4K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$792K - $867K
|
16.4K
$876K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
12.5KNew |
$604K - $661K
|
12.5K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.4KNew |
$548K - $600K
|
11.4K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.8KNew |
$519K - $568K
|
10.8K
$574K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
6.82KNew |
$329K - $360K
|
6.82K
$364K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.22KNew |
$300K - $328K
|
6.22K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
4.95K+ 53.08% |
$239K - $261K
|
14.3K
$761K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.83KNew |
$185K - $202K
|
3.83K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.26K+ 4.19% |
$157K - $172K
|
80.9K
$4.32M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.57KNew |
$75.5K - $82.6K
|
1.57K
$83.5K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
800New |
$38.6K - $42.2K
|
800
$42.7K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
670+ 2.35% |
$32.3K - $35.3K
|
29.2K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
575+ 23.87% |
$27.7K - $30.3K
|
2.98K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
61New |
$2.94K - $3.22K
|
61
$3.25K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42New |
$2.02K - $2.22K
|
42
$2.24K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30+ 0.17% |
$1.45K - $1.58K
|
18.1K
$966K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$48.2 - $52.8
|
1
$53.3
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-208- 4.17% |
$10K - $11K
|
4.78K
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-380- 5.21% |
$18.3K - $20K
|
6.92K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-556- 15.51% |
$26.8K - $29.3K
|
3.03K
$162K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-868- 10.66% |
$41.8K - $45.8K
|
7.28K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.45K- 34.44% |
$70K - $76.6K
|
2.77K
$148K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.66K- 25.53% |
$80K - $87.5K
|
4.84K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2K- 8.42% |
$96.3K - $105K
|
21.7K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.11K- 33.7% |
$150K - $164K
|
6.11K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.83K- 2.35% |
$185K - $202K
|
160K
$8.51M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.88K- 52.64% |
$332K - $363K
|
6.19K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.9K- 57.95% |
$524K - $574K
|
7.89K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.4K- 26.05% |
$548K - $599K
|
32.2K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.8K- 21.56% |
$616K - $674K
|
46.5K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-14.4K- 22.42% |
$694K - $759K
|
49.8K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-23.4K- 41.99% |
$1.13M - $1.23M
|
32.3K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-28.2K- 44.42% |
$1.36M - $1.49M
|
35.3K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-50.7K- 8.57% |
$2.44M - $2.67M
|
540K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-274K- 41.9% |
$13.2M - $14.5M
|
381K
$20.3M
|