Dj Brookfield Global TOLZ

TOLZ Quotes by TradingView
Institutional shares held 2.37 Million
0 calls
0 puts
Total value of holdings $124M
$0 calls
$0 puts
# of Institutions 54

Quarterly Institutional Activity in TOLZ

Shares Bought
Shares Sold
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Top Institutions Holding TOLZ

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Latest Institutional Activity in TOLZ

Top Purchases

Q1 2025
Gradient Investments LLC Shares Held: 270K ($14.2M)
270K Shares purchased
New Holding
Q1 2025
Sg Americas Securities, LLC Shares Held: 19.2K ($1.01M)
19.2K Shares purchased
New Holding
Q1 2025
Paladin Wealth, LLC Shares Held: 6.82K ($358K)
6.82K Shares purchased
New Holding
Q1 2025
Sea Crest Wealth Management, LLC Shares Held: 6.22K ($327K)
6.22K Shares purchased
New Holding
Q1 2025
West Paces Advisors Inc. Shares Held: 42 ($2.21K)
42 Shares purchased
New Holding
View All Buyers

Top Sells

Q1 2025
First Citizens Bank & Trust CO Shares Held: 49.8K ($2.62M)
14.4K Shares sold
22.42% Reduced
Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 59.3K ($3.11M)
477K Shares sold
88.93% Reduced
Q4 2024
Vestcor Inc Shares Held: 9.33K ($490K)
25.1K Shares sold
72.88% Reduced
Q4 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 6.5K ($341K)
1.38K Shares sold
17.49% Reduced
Q4 2024
Wealth Architects, LLC Shares Held: 63.5K ($3.34M)
799 Shares sold
1.24% Reduced
View All Sellers

About TOLZ

TOLZ Chart by TradingView
TOLZ Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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