Purchases and Sales Made in Q4 2025 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
20.5K+ 192.18% |
$1.08M - $1.12M
|
31.2K
$1.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
14.2K+ 4.57% |
$750K - $778K
|
326K
$17.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.55K+ 2.93% |
$293K - $303K
|
195K
$10.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
3.14K+ 32.15% |
$165K - $171K
|
12.9K
$704K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.25K+ 30.7% |
$118K - $123K
|
9.57K
$523K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
46+ 0.56% |
$2.42K - $2.51K
|
8.25K
$450K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.66K- 42.07% |
$246K - $255K
|
6.42K
$351K
|
|