Purchases and Sales Made in Q4 2021 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.8K+ 69.29% |
$2.45M - $2.62M
|
134K
$6.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.5K+ 337.97% |
$1.45M - $1.56M
|
42.2K
$2.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
24.9KNew |
$1.11M - $1.19M
|
24.9K
$1.22M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
22.4KNew |
$999K - $1.07M
|
22.4K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
21.5K+ 86.71% |
$958K - $1.03M
|
46.2K
$2.26M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.8KNew |
$752K - $805K
|
16.8K
$825K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
15.2K+ 4.81% |
$681K - $729K
|
332K
$16.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 4.0% |
$606K - $648K
|
353K
$17.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10.6K+ 6.69% |
$472K - $505K
|
168K
$8.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.45K+ 75.48% |
$422K - $452K
|
22K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
5.27KNew |
$236K - $252K
|
5.27K
$258K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.2K+ 90.45% |
$188K - $201K
|
8.84K
$433K
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.88K+ 3.2% |
$129K - $138K
|
92.9K
$4.55M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.57K+ 13.1% |
$115K - $123K
|
22.2K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.13K+ 12.87% |
$95.1K - $102K
|
18.7K
$915K
|
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.93K+ 2.78% |
$86.2K - $92.3K
|
71.2K
$3.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.46KNew |
$65.2K - $69.8K
|
1.46K
$71.4K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.28KNew |
$57.3K - $61.4K
|
1.28K
$62.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.15K+ 7.14% |
$51.3K - $55K
|
17.3K
$845K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
965+ 10.82% |
$43.1K - $46.2K
|
9.88K
$484K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
475New |
$21.2K - $22.7K
|
475
$23.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
297+ 221.64% |
$13.3K - $14.2K
|
431
$21.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
245New |
$10.9K - $11.7K
|
245
$12K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
240New |
$10.7K - $11.5K
|
240
$11.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
184+ 3.4% |
$8.22K - $8.8K
|
5.6K
$274K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
164New |
$7.33K - $7.84K
|
164
$8.03K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
93New |
$4.15K - $4.45K
|
93
$4.55K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76+ 0.13% |
$3.39K - $3.64K
|
60.1K
$2.94M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
1+ 0.0% |
$44.7 - $47.8
|
88.3K
$4.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3- 0.06% |
$134 - $143
|
4.7K
$230K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-61- 0.44% |
$2.72K - $2.92K
|
13.9K
$681K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-93- 38.59% |
$4.15K - $4.45K
|
148
$7.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-100- 1.8% |
$4.47K - $4.78K
|
5.45K
$267K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-104Closed |
$4.65K - $4.97K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-300- 29.64% |
$13.4K - $14.3K
|
712
$34.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-442- 0.21% |
$19.7K - $21.1K
|
210K
$10.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-935- 34.6% |
$41.8K - $44.7K
|
1.77K
$86.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.18KClosed |
$52.9K - $56.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.14K- 3.47% |
$95.5K - $102K
|
59.4K
$2.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.29K- 52.85% |
$147K - $157K
|
2.93K
$144K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.21K- 19.19% |
$188K - $201K
|
17.7K
$868K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.54K- 45.81% |
$248K - $265K
|
6.56K
$321K
|
|
|
Feb 08, 2022
Q4 2021
|
Pro Share Advisors LLC
|
SELL
|
- |
-5.57K- 12.95% |
$249K - $266K
|
37.5K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.16KClosed |
$320K - $342K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-7.55KClosed |
$337K - $361K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.1K- 12.52% |
$583K - $625K
|
91.3K
$4.47M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17.1KClosed |
$766K - $820K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-18.6K- 32.92% |
$831K - $889K
|
37.9K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-23.6K- 66.72% |
$1.05M - $1.13M
|
11.8K
$577K
|