Purchases and Sales Made in Q4 2022 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
669K+ 297.36% |
$26.4M - $31.2M
|
894K
$43.9M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
648K+ 316.88% |
$25.6M - $30.2M
|
853K
$41.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
134K+ 59.68% |
$5.26M - $6.22M
|
357K
$17.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
131K+ 436.26% |
$5.17M - $6.11M
|
161K
$7.91M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
67K+ 32.8% |
$2.64M - $3.12M
|
271K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
49.8K+ 88.31% |
$1.96M - $2.32M
|
106K
$5.21M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
39.9KNew |
$1.57M - $1.86M
|
39.9K
$1.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.5K+ 78.42% |
$807K - $954K
|
46.6K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.1KNew |
$753K - $890K
|
19.1K
$937K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.5KNew |
$609K - $720K
|
15.5K
$759K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
15K+ 25.55% |
$590K - $697K
|
73.5K
$3.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
10.2KNew |
$403K - $476K
|
10.2K
$502K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.98K+ 7.48% |
$394K - $465K
|
143K
$7.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
8.91KNew |
$351K - $415K
|
8.91K
$437K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
7KNew |
$276K - $326K
|
7K
$344K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.93KNew |
$273K - $323K
|
6.93K
$340K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.57KNew |
$259K - $306K
|
6.57K
$323K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.4K+ 1253.56% |
$173K - $205K
|
4.75K
$233K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.32KNew |
$91.5K - $108K
|
2.32K
$114K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.79K+ 10.38% |
$70.7K - $83.6K
|
19.1K
$936K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.44K+ 6.12% |
$56.9K - $67.2K
|
25K
$1.23M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
919New |
$36.2K - $42.8K
|
919
$45.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
734New |
$28.9K - $34.2K
|
734
$36K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
708+ 2.95% |
$27.9K - $33K
|
24.7K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
394New |
$15.5K - $18.4K
|
394
$19.3K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
382+ 2.19% |
$15.1K - $17.8K
|
17.8K
$876K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
145+ 2.11% |
$5.72K - $6.76K
|
7.02K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
72New |
$2.84K - $3.36K
|
72
$3.53K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
33+ 4.62% |
$1.3K - $1.54K
|
748
$36.7K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 0.74% |
$434 - $513
|
1.5K
$73.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9New |
$355 - $419
|
9
$442
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-36- 24.32% |
$1.42K - $1.68K
|
112
$5.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-186- 53.3% |
$7.33K - $8.67K
|
163
$8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-256- 1.15% |
$10.1K - $11.9K
|
22K
$1.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-354- 2.87% |
$14K - $16.5K
|
12K
$588K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-912- 5.26% |
$36K - $42.5K
|
16.4K
$807K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.06K- 46.67% |
$41.7K - $49.3K
|
1.21K
$59.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-1.2K- 1.52% |
$47.3K - $55.9K
|
77.7K
$3.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.37K- 9.49% |
$53.9K - $63.7K
|
13K
$640K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.49K- 99.6% |
$137K - $162K
|
14
$687
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.3K- 16.31% |
$209K - $247K
|
27.2K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.25K- 14.84% |
$246K - $291K
|
35.9K
$1.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-8.96K- 4.42% |
$353K - $418K
|
194K
$9.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.4K- 59.39% |
$450K - $532K
|
7.8K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.3K- 39.61% |
$486K - $575K
|
18.8K
$923K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-15.9K- 32.3% |
$626K - $740K
|
33.3K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 13.85% |
$738K - $873K
|
116K
$5.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-31.6K- 72.59% |
$1.24M - $1.47M
|
11.9K
$585K
|