Purchases and Sales Made in Q3 2023 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q3 2023. 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 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
652KNew |
$27M - $29.9M
|
652K
$32M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
37.3K+ 6.26% |
$1.54M - $1.71M
|
633K
$31.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
36.5K+ 14.27% |
$1.51M - $1.67M
|
292K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
29.7K+ 86.79% |
$1.23M - $1.36M
|
63.8K
$3.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
15.5K+ 159.75% |
$643K - $711K
|
25.2K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5K+ 264.03% |
$560K - $619K
|
18.7K
$916K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 4.15% |
$422K - $467K
|
256K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.2K+ 42.73% |
$339K - $375K
|
27.4K
$1.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.26K+ 122.87% |
$259K - $287K
|
11.4K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.15K+ 25.78% |
$213K - $236K
|
25.1K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.93KNew |
$204K - $226K
|
4.93K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.13K+ 12.87% |
$130K - $143K
|
27.5K
$1.35M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.54KNew |
$63.7K - $70.5K
|
1.54K
$75.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
281New |
$11.6K - $12.9K
|
281
$13.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
200+ 1000.0% |
$8.28K - $9.15K
|
220
$10.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
165New |
$6.83K - $7.55K
|
165
$8.1K
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
132+ 0.54% |
$5.46K - $6.04K
|
24.7K
$1.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.92% |
$41.4 - $45.8
|
110
$5.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-142- 1.79% |
$5.88K - $6.5K
|
7.81K
$383K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 16.67% |
$6.21K - $6.87K
|
750
$36.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-461- 3.07% |
$19.1K - $21.1K
|
14.6K
$714K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-611- 6.22% |
$25.3K - $28K
|
9.21K
$452K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-656- 5.89% |
$27.2K - $30K
|
10.5K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-667- 3.16% |
$27.6K - $30.5K
|
20.4K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.02K- 5.66% |
$42.3K - $46.8K
|
17.1K
$838K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.25K- 6.91% |
$51.8K - $57.3K
|
16.9K
$827K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.8K- 14.74% |
$74.7K - $82.6K
|
10.4K
$512K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-3.77K- 5.01% |
$156K - $173K
|
71.5K
$3.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.38K- 15.38% |
$181K - $200K
|
24.1K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.6K- 59.31% |
$397K - $439K
|
6.59K
$323K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13K- 13.68% |
$538K - $594K
|
82K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.5K- 11.34% |
$560K - $619K
|
106K
$5.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-19.5K- 9.48% |
$807K - $892K
|
186K
$9.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-22.4K- 33.21% |
$925K - $1.02M
|
45K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-214K- 92.38% |
$8.84M - $9.78M
|
17.6K
$865K
|