Latest Institutional Purchases of Toll Brothers, Inc. (TOL)
This list provides information on the latest institutional transactions involving Toll Brothers, Inc. (TOL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
121KNew |
$15M - $20.3M
|
121K
$16.5M
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
26.6KNew |
$3.29M - $4.46M
|
26.6K
$3.62M
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
21.7KNew |
$2.69M - $3.64M
|
21.7K
$2.96M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
19.4K+ 6.04% |
$2.4M - $3.25M
|
340K
$46.3M
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$1.91M - $2.59M
|
15.4K
$2.1M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.87KNew |
$1.1M - $1.49M
|
8.87K
$1.21M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.98KNew |
$741K - $1M
|
5.98K
$815K
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5K+ 6.77% |
$619K - $839K
|
78.9K
$10.7M
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.97K+ 21.0% |
$616K - $834K
|
28.7K
$3.9M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.56K+ 2.59% |
$441K - $597K
|
141K
$19.2M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.34K+ 69.23% |
$290K - $393K
|
5.73K
$780K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.29KNew |
$284K - $384K
|
2.29K
$312K
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
2.03KNew |
$252K - $341K
|
2.03K
$277K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.93KNew |
$238K - $323K
|
1.93K
$262K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.92K+ 122.92% |
$238K - $322K
|
3.48K
$474K
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.87KNew |
$232K - $314K
|
1.87K
$255K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.41K+ 49.95% |
$175K - $237K
|
4.24K
$577K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
595+ 39.51% |
$73.7K - $99.8K
|
2.1K
$286K
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
563+ 14.21% |
$69.7K - $94.5K
|
4.53K
$616K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
481+ 136.26% |
$59.5K - $80.7K
|
834
$114K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
409+ 17.4% |
$50.6K - $68.6K
|
2.76K
$376K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
367+ 15.62% |
$45.4K - $61.6K
|
2.72K
$370K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
325+ 16.49% |
$40.2K - $54.5K
|
2.3K
$313K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
250+ 806.45% |
$31K - $42K
|
281
$38.3K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
248+ 91.51% |
$30.7K - $41.6K
|
519
$70.7K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
229+ 3.18% |
$28.4K - $38.4K
|
7.44K
$1.01M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
201+ 10.2% |
$24.9K - $33.7K
|
2.17K
$296K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
200New |
$24.8K - $33.6K
|
200
$27.2K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
148+ 6.92% |
$18.3K - $24.8K
|
2.29K
$311K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
146+ 7.3% |
$18.1K - $24.5K
|
2.15K
$292K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
133New |
$16.5K - $22.3K
|
133
$18.1K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
92+ 15.13% |
$11.4K - $15.4K
|
700
$95.3K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
88+ 0.46% |
$10.9K - $14.8K
|
19.3K
$2.63M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$7.43K - $10.1K
|
60
$8.17K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
43+ 7.43% |
$5.32K - $7.22K
|
622
$84.7K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.01% |
$3.84K - $5.2K
|
304K
$41.4M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
30+ 1.46% |
$3.71K - $5.03K
|
2.08K
$283K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
26+ 1.43% |
$3.22K - $4.36K
|
1.84K
$251K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
22+ 0.31% |
$2.72K - $3.69K
|
7.13K
$971K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 200.0% |
$990 - $1.34K
|
12
$1.63K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 3.88% |
$990 - $1.34K
|
214
$29.1K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6New |
$743 - $1.01K
|
6
$817
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6New |
$743 - $1.01K
|
6
$817
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3+ 0.06% |
$371 - $503
|
5.05K
$687K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.19% |
$248 - $336
|
1.05K
$143K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1+ 0.56% |
$124 - $168
|
178
$24.2K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$124 - $168
|
1
$136
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 100.0% |
$124 - $168
|
2
$272
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
722KNew |
$78.8M - $112M
|
722K
$98.4M
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
389K+ 151.94% |
$42.4M - $60.4M
|
644K
$87.8M
|