Purchases and Sales Made in Q3 2021 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97K+ 1315.85% |
$4.38M - $4.63M
|
104K
$5.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.1KNew |
$3.57M - $3.78M
|
79.1K
$3.88M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
24.7KNew |
$1.12M - $1.18M
|
24.7K
$1.21M
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
23.1K+ 17.17% |
$1.04M - $1.1M
|
158K
$7.73M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.1KNew |
$774K - $819K
|
17.1K
$840K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.1KNew |
$727K - $769K
|
16.1K
$789K
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
15.1KNew |
$682K - $721K
|
15.1K
$740K
|
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
14.8K+ 52.44% |
$668K - $707K
|
43K
$2.11M
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.4K+ 31.22% |
$607K - $642K
|
56.5K
$2.77M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.6K+ 145.43% |
$524K - $554K
|
19.6K
$959K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.63KNew |
$435K - $460K
|
9.63K
$471K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.7K+ 14.36% |
$393K - $415K
|
69.3K
$3.39M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.42KNew |
$245K - $259K
|
5.42K
$265K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.07K+ 72.06% |
$229K - $242K
|
12.1K
$592K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.76K+ 12.44% |
$215K - $227K
|
43K
$2.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.64K+ 8.38% |
$210K - $222K
|
60.1K
$2.94M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.64KNew |
$210K - $222K
|
4.64K
$227K
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.24K+ 3.73% |
$146K - $155K
|
90K
$4.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.99K+ 50.36% |
$135K - $143K
|
8.92K
$437K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.59K+ 13.4% |
$117K - $124K
|
21.9K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.14K+ 20.56% |
$96.4K - $102K
|
12.5K
$613K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.86K+ 42.65% |
$84K - $88.7K
|
6.22K
$304K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.39K+ 0.44% |
$62.6K - $66.2K
|
317K
$15.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.22K+ 7.95% |
$55.1K - $58.2K
|
16.5K
$810K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.05K+ 3.75% |
$47.5K - $50.2K
|
29.1K
$1.42M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
574+ 94.1% |
$25.9K - $27.4K
|
1.18K
$58K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
428+ 19.78% |
$19.3K - $20.4K
|
2.59K
$127K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
150+ 3.3% |
$6.77K - $7.16K
|
4.7K
$230K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
100+ 1.45% |
$4.52K - $4.77K
|
7K
$343K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
63+ 0.84% |
$2.85K - $3.01K
|
7.55K
$370K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2Closed |
$90.3 - $95.5
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-22- 11.17% |
$994 - $1.05K
|
175
$8.57K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-23- 2.22% |
$1.04K - $1.1K
|
1.01K
$49.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-77- 18.08% |
$3.48K - $3.68K
|
349
$17.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-83Closed |
$3.75K - $3.96K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-241Closed |
$10.9K - $11.5K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-304Closed |
$13.7K - $14.5K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-380- 61.19% |
$17.2K - $18.1K
|
241
$11.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-538- 1.5% |
$24.3K - $25.7K
|
35.4K
$1.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-1.72K- 1.91% |
$77.5K - $81.9K
|
88.3K
$4.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.89K- 41.19% |
$176K - $186K
|
5.55K
$272K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.18K- 1.22% |
$189K - $200K
|
339K
$16.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.78K- 25.47% |
$216K - $228K
|
14K
$684K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.32K- 70.04% |
$285K - $302K
|
2.7K
$132K
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.3K- 3.35% |
$330K - $349K
|
211K
$10.3M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.7KClosed |
$527K - $557K
|
0
$0
|