Purchases and Sales Made in Q3 2022 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.6K+ 60.88% |
$3.45M - $4.17M
|
224K
$11M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
43.5KNew |
$1.77M - $2.14M
|
43.5K
$2.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
36.7K+ 22.08% |
$1.49M - $1.81M
|
203K
$9.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.2KNew |
$906K - $1.1M
|
22.2K
$1.09M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20.6K+ 54.28% |
$839K - $1.02M
|
58.6K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.3K+ 93.25% |
$828K - $1M
|
42.1K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.3K+ 93.25% |
$828K - $1M
|
42.1K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2KNew |
$783K - $948K
|
19.2K
$943K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 63.43% |
$493K - $596K
|
31.2K
$1.53M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
11K+ 5.68% |
$447K - $541K
|
204K
$10M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 8.65% |
$439K - $531K
|
135K
$6.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.3K+ 8.38% |
$420K - $509K
|
133K
$6.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.11K+ 31.02% |
$290K - $351K
|
30K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.87KNew |
$280K - $339K
|
6.87K
$337K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.51K+ 75.64% |
$184K - $222K
|
10.5K
$514K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
696+ 3.04% |
$28.4K - $34.3K
|
23.6K
$1.16M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
634+ 3.77% |
$25.8K - $31.3K
|
17.5K
$857K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
407+ 13.15% |
$16.6K - $20.1K
|
3.5K
$172K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
375+ 1.59% |
$15.3K - $18.5K
|
24K
$1.18M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
252New |
$10.3K - $12.4K
|
252
$12.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
220New |
$8.96K - $10.9K
|
220
$10.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
135+ 207.69% |
$5.5K - $6.66K
|
200
$9.82K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19New |
$774 - $937
|
19
$933
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 0.88% |
$530 - $641
|
1.49K
$73.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
13New |
$530 - $641
|
13
$638
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4+ 0.02% |
$163 - $197
|
17.3K
$848K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2New |
$81.5 - $98.6
|
2
$98.2
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.63% |
$81.5 - $98.6
|
317
$15.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.29% |
$40.7 - $49.3
|
351
$17.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.14% |
$40.7 - $49.3
|
715
$35.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-49- 2.12% |
$2K - $2.42K
|
2.27K
$111K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-400- 6.12% |
$16.3K - $19.7K
|
6.14K
$301K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-417- 2.81% |
$17K - $20.6K
|
14.4K
$707K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-440- 1.34% |
$17.9K - $21.7K
|
32.5K
$1.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-488- 3.81% |
$19.9K - $24.1K
|
12.3K
$605K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 8.78% |
$49.3K - $59.7K
|
12.6K
$617K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2K- 10.32% |
$81.3K - $98.4K
|
17.3K
$851K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.24K- 13.96% |
$173K - $209K
|
26.1K
$1.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-6.72K- 7.85% |
$274K - $331K
|
78.9K
$3.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-29.7K- 37.62% |
$1.21M - $1.46M
|
49.2K
$2.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-62.3K- 21.67% |
$2.54M - $3.07M
|
225K
$11M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-65.9K- 24.36% |
$2.68M - $3.25M
|
205K
$10M
|