Latest Institutional Transactions on Toll Brothers, Inc. (TOL)
This table provides information on the latest institutional transactions involving Toll Brothers, Inc. (TOL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
77+ 481.25% |
$7.39K - $9.96K
|
93
$12.6K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.65KNew |
$254K - $343K
|
2.65K
$358K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
10KNew |
$960K - $1.29M
|
10K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
26.2KNew |
$2.51M - $3.39M
|
26.2K
$3.54M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
150New |
$14.4K - $19.4K
|
150
$20.3K
|
|
|
May 01, 2024
Q1 2024
|
Broad Peak Investment Holdings Ltd.
Singapore, U0 |
SELL
|
- |
-14.5K- 39.84% |
$1.39M - $1.88M
|
21.9K
$2.96M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-657- 27.12% |
$63.1K - $85K
|
1.77K
$239K
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
1.8KNew |
$173K - $233K
|
1.8K
$243K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1KNew |
$96.1K - $129K
|
1K
$135K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
2.5KNew |
$240K - $323K
|
2.5K
$338K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
108New |
$10.4K - $14K
|
108
$14.6K
|
|
|
Apr 29, 2024
Q1 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
2.6KNew |
$250K - $336K
|
2.6K
$351K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
74New |
$7.1K - $9.57K
|
74
$9.99K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
160New |
$15.4K - $20.7K
|
160
$21.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-95- 94.06% |
$9.12K - $12.3K
|
6
$810
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-650- 10.48% |
$62.4K - $84.1K
|
5.55K
$750K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.2K- 9.48% |
$211K - $285K
|
21K
$2.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.88K- 34.18% |
$181K - $244K
|
3.63K
$490K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-14.3K- 97.31% |
$1.37M - $1.85M
|
395
$53.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-23.4K- 99.57% |
$2.25M - $3.03M
|
100
$13.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$192 - $259
|
2
$270
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-593- 18.23% |
$56.9K - $76.7K
|
2.66K
$359K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.27KNew |
$218K - $294K
|
2.27K
$307K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$19.2K - $25.9K
|
200
$27K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-150- 5.0% |
$14.4K - $19.4K
|
2.85K
$385K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7New |
$672 - $906
|
7
$945
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
37.3KNew |
$3.58M - $4.82M
|
37.3K
$5.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8+ 1.45% |
$768 - $1.03K
|
559
$75.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4+ 0.15% |
$384 - $517
|
2.7K
$365K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25New |
$2.4K - $3.23K
|
25
$3.38K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
65New |
$6.24K - $8.41K
|
65
$8.78K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.44K+ 7.28% |
$138K - $186K
|
21.2K
$2.86M
|
|
| Q4 2023 | |||||||
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
17.1KNew |
$1.16M - $1.8M
|
17.1K
$2.31M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
36+ 2.1% |
$2.45K - $3.79K
|
1.75K
$237K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
9.31K+ 34.89% |
$635K - $979K
|
36K
$4.86M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-146- 24.62% |
$9.95K - $15.4K
|
447
$60.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
380New |
$25.9K - $40K
|
380
$51.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.62KNew |
$315K - $486K
|
4.62K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.5KNew |
$170K - $263K
|
2.5K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
21.8KNew |
$1.49M - $2.29M
|
21.8K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
2.2KNew |
$150K - $231K
|
2.2K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.98K- 28.71% |
$203K - $313K
|
7.4K
$999K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9New |
$613 - $947
|
9
$1.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
13.2KNew |
$900K - $1.39M
|
13.2K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-697- 45.03% |
$47.5K - $73.3K
|
851
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
31.9KNew |
$2.17M - $3.35M
|
31.9K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-2.5K- 16.67% |
$170K - $263K
|
12.5K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-2K- 28.57% |
$136K - $210K
|
5K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 39.79% |
$828K - $1.28M
|
18.4K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-31.7K- 47.39% |
$2.16M - $3.33M
|
35.1K
$4.75M
|
|