Purchases and Sales Made in Q3 2024 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.1K+ 31.32% |
$3.51M - $4.01M
|
327K
$16.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
60.4K+ 13.42% |
$2.72M - $3.1M
|
511K
$25.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
34.9KNew |
$1.57M - $1.79M
|
34.9K
$1.71M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.3KNew |
$464K - $531K
|
10.3K
$507K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
7KNew |
$314K - $359K
|
7K
$344K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.63K+ 31.56% |
$298K - $341K
|
27.7K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.49K+ 27.03% |
$202K - $231K
|
21.1K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.66K+ 11.91% |
$164K - $188K
|
34.4K
$1.69M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.11K+ 14.42% |
$94.7K - $108K
|
16.7K
$821K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.01K+ 75.15% |
$45.2K - $51.7K
|
2.35K
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
535+ 4.15% |
$24K - $27.5K
|
13.4K
$659K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
365New |
$16.4K - $18.7K
|
365
$17.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
165New |
$7.41K - $8.47K
|
165
$8.1K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
122+ 0.69% |
$5.48K - $6.26K
|
17.7K
$869K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31New |
$1.39K - $1.59K
|
31
$1.52K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
20+ 0.37% |
$898 - $1.03K
|
5.37K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 1.91% |
$135 - $154
|
160
$7.85K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1- -0.0% |
$44.9 - $51.4
|
62.8K
$3.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-91- 1.11% |
$4.09K - $4.67K
|
8.14K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 50.0% |
$11.2K - $12.8K
|
250
$12.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-462- 13.31% |
$20.8K - $23.7K
|
3.01K
$148K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-496- 6.24% |
$22.3K - $25.5K
|
7.45K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-546- 2.84% |
$24.5K - $28K
|
18.7K
$918K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-546- 10.04% |
$24.5K - $28K
|
4.89K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-590- 10.07% |
$26.5K - $30.3K
|
5.27K
$259K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-837- 9.61% |
$37.6K - $43K
|
7.88K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.97K- 19.66% |
$88.4K - $101K
|
8.04K
$395K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.46K- 3.68% |
$111K - $126K
|
64.3K
$3.16M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-3.14K- 12.16% |
$141K - $161K
|
22.6K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.24K- 43.24% |
$145K - $166K
|
4.25K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.94K- 65.97% |
$267K - $305K
|
3.06K
$150K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-37K- 6.57% |
$1.66M - $1.9M
|
526K
$25.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-41.8K- 7.24% |
$1.88M - $2.15M
|
536K
$26.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-48.9K- 24.86% |
$2.2M - $2.51M
|
148K
$7.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.7K- 46.87% |
$2.99M - $3.42M
|
75.6K
$3.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-90.2K- 89.63% |
$4.05M - $4.63M
|
10.4K
$512K
|