Purchases and Sales Made in Q2 2022 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
22.9KNew |
$1.02M - $1.18M
|
22.9K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.5K+ 13.46% |
$734K - $847K
|
139K
$6.82M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.5K+ 13.46% |
$734K - $847K
|
139K
$6.82M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
8.73K+ 4.73% |
$389K - $448K
|
193K
$9.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.96KNew |
$265K - $306K
|
5.96K
$292K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.6K+ 4.77% |
$249K - $287K
|
123K
$6.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.67KNew |
$208K - $240K
|
4.67K
$229K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.07KNew |
$181K - $209K
|
4.07K
$200K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.35K+ 21.35% |
$149K - $172K
|
19.1K
$936K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.09KNew |
$138K - $159K
|
3.09K
$152K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.01KNew |
$89.7K - $103K
|
2.01K
$98.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.82K+ 8.64% |
$81.1K - $93.5K
|
22.9K
$1.12M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
824+ 3.62% |
$36.7K - $42.3K
|
23.6K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
394New |
$17.5K - $20.2K
|
394
$19.3K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
350New |
$15.6K - $18K
|
350
$17.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142+ 105.97% |
$6.32K - $7.29K
|
276
$13.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
139+ 1.1% |
$6.19K - $7.13K
|
12.8K
$629K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
119+ 0.81% |
$5.3K - $6.11K
|
14.8K
$727K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
99+ 0.59% |
$4.41K - $5.08K
|
16.8K
$826K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14+ 0.96% |
$623 - $719
|
1.48K
$72.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
8+ 0.04% |
$356 - $411
|
19.3K
$949K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.96% |
$134 - $154
|
315
$15.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.2% |
$89 - $103
|
168
$8.25K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.28% |
$89 - $103
|
714
$35K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 0.48% |
$44.5 - $51.3
|
206
$10.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-42- 19.35% |
$1.87K - $2.16K
|
175
$8.59K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-62Closed |
$2.76K - $3.18K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71- 2.97% |
$3.16K - $3.64K
|
2.32K
$114K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-77Closed |
$3.43K - $3.95K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-150Closed |
$6.68K - $7.7K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-155- 6.14% |
$6.9K - $7.96K
|
2.37K
$116K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-210- 3.11% |
$9.35K - $10.8K
|
6.54K
$321K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-350Closed |
$15.6K - $18K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-383- 2.17% |
$17.1K - $19.7K
|
17.3K
$848K
|
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-632Closed |
$28.1K - $32.4K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.5KClosed |
$66.7K - $76.9K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-1.73K- 1.98% |
$76.9K - $88.7K
|
85.7K
$4.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.7KClosed |
$209K - $241K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.81K- 12.75% |
$214K - $247K
|
32.9K
$1.62M
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.88KClosed |
$217K - $250K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.25K- 17.86% |
$367K - $423K
|
38K
$1.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.61KClosed |
$383K - $442K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.6KClosed |
$605K - $698K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-14.3KClosed |
$637K - $734K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-26.7KClosed |
$1.19M - $1.37M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.8K- 48.67% |
$1.28M - $1.48M
|
30.3K
$1.49M
|
|
|
Aug 01, 2022
Q2 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-30.1KClosed |
$1.34M - $1.55M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.5K- 25.92% |
$1.94M - $2.24M
|
124K
$6.11M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-74.7K- 21.64% |
$3.33M - $3.83M
|
271K
$13.3M
|