Purchases and Sales Made in Q1 2024 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q1 2024. 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 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
34.1K+ 7.34% |
$1.47M - $1.57M
|
498K
$24.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
31.5K+ 16.67% |
$1.36M - $1.45M
|
220K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.4K+ 13.44% |
$534K - $571K
|
105K
$5.14M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.3K+ 89.63% |
$272K - $290K
|
13.3K
$654K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.49K+ 28.52% |
$237K - $253K
|
24.8K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.41KNew |
$60.7K - $64.8K
|
1.41K
$69.1K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.31K+ 26.18% |
$56.5K - $60.4K
|
6.32K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1KNew |
$43.1K - $46K
|
1K
$49.1K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
677+ 0.57% |
$29.2K - $31.2K
|
119K
$5.85M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
481+ 2.81% |
$20.7K - $22.1K
|
17.6K
$863K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
420New |
$18.1K - $19.3K
|
420
$20.6K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
221+ 1105.0% |
$9.52K - $10.2K
|
241
$11.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109+ 1.3% |
$4.7K - $5.02K
|
8.47K
$416K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
105+ 8.32% |
$4.52K - $4.83K
|
1.37K
$67.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
71New |
$3.06K - $3.27K
|
71
$3.48K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43+ 0.19% |
$1.85K - $1.98K
|
23.1K
$1.13M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.64% |
$43.1 - $46
|
157
$7.71K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-10- 0.01% |
$431 - $460
|
66.8K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19- 0.08% |
$819 - $875
|
24.8K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-27- 23.68% |
$1.16K - $1.24K
|
87
$4.27K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-82- 39.81% |
$3.53K - $3.78K
|
124
$6.09K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-229- 16.17% |
$9.87K - $10.5K
|
1.19K
$58.3K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-313- 0.7% |
$13.5K - $14.4K
|
44.1K
$2.17M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-652- 4.86% |
$28.1K - $30K
|
12.8K
$626K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-700- 4.16% |
$30.2K - $32.2K
|
16.1K
$792K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.1K- 6.83% |
$47.3K - $50.6K
|
15K
$736K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.12K- 10.86% |
$48.4K - $51.7K
|
9.22K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.49K- 5.27% |
$64K - $68.4K
|
26.7K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.2K- 35.58% |
$138K - $147K
|
5.8K
$284K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.81K- 46.46% |
$337K - $360K
|
9K
$442K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-8.85K- 16.88% |
$381K - $408K
|
43.6K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.8K- 41.35% |
$551K - $589K
|
18.1K
$890K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-16.9K- 3.0% |
$727K - $777K
|
545K
$26.8M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-24.8K- 4.24% |
$1.07M - $1.14M
|
561K
$27.5M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-79.2K- 70.04% |
$3.41M - $3.65M
|
33.9K
$1.66M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.7K- 33.57% |
$3.6M - $3.85M
|
166K
$8.13M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-159K- 78.73% |
$6.86M - $7.34M
|
43K
$2.11M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-164K- 49.78% |
$7.07M - $7.56M
|
166K
$8.13M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-164K- 49.78% |
$7.07M - $7.56M
|
166K
$8.13M
|