Purchases and Sales Made in Q1 2023 in Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL) during Q1 2023. The information is specifically focused on institutions that hold shares of Toll Brothers, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
205+ 0.94% |
$10.4K - $12.7K
|
22K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 1.05% |
$10.1K - $12.3K
|
19.2K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
200New |
$10.1K - $12.3K
|
200
$27K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
198+ 1.02% |
$10K - $12.2K
|
19.7K
$2.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
BUY
|
- |
190+ 1.16% |
$9.61K - $11.7K
|
16.6K
$2.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
187New |
$9.46K - $11.5K
|
187
$25.3K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
178+ 0.84% |
$9K - $11K
|
21.4K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
169+ 3.07% |
$8.55K - $10.4K
|
5.68K
$767K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
165+ 3.02% |
$8.35K - $10.2K
|
5.62K
$759K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
144+ 1.06% |
$7.28K - $8.89K
|
13.8K
$1.86M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
134+ 101.52% |
$6.78K - $8.27K
|
266
$35.9K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
122+ 115.09% |
$6.17K - $7.53K
|
228
$30.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
104+ 17.25% |
$5.26K - $6.42K
|
707
$95.5K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$5.06K - $6.17K
|
100
$13.5K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
93+ 11.4% |
$4.7K - $5.74K
|
909
$123K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
87+ 0.25% |
$4.4K - $5.37K
|
34.8K
$4.7M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
86New |
$4.35K - $5.31K
|
86
$11.6K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
78+ 1.23% |
$3.95K - $4.81K
|
6.4K
$864K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
74+ 1.71% |
$3.74K - $4.57K
|
4.39K
$593K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
66+ 55.0% |
$3.34K - $4.07K
|
186
$25.1K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
65+ 8.33% |
$3.29K - $4.01K
|
845
$114K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
60New |
$3.03K - $3.7K
|
60
$8.1K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
56+ 0.96% |
$2.83K - $3.46K
|
5.89K
$796K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
50+ 8.47% |
$2.53K - $3.09K
|
640
$86.4K
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
47+ 0.08% |
$2.38K - $2.9K
|
60.1K
$8.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
43+ 26.22% |
$2.17K - $2.65K
|
207
$28K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
41New |
$2.07K - $2.53K
|
41
$5.54K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 1.55% |
$1.62K - $1.98K
|
2.1K
$283K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29+ 3.86% |
$1.47K - $1.79K
|
781
$105K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 125.0% |
$1.26K - $1.54K
|
45
$6.08K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25New |
$1.26K - $1.54K
|
25
$3.38K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20+ 0.29% |
$1.01K - $1.23K
|
6.86K
$927K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 3.99% |
$1.01K - $1.23K
|
521
$70.4K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
17+ 0.97% |
$860 - $1.05K
|
1.76K
$238K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 51.72% |
$759 - $926
|
44
$5.94K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
13+ 19.7% |
$658 - $802
|
79
$10.7K
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.3% |
$607 - $741
|
4.03K
$545K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12New |
$607 - $741
|
12
$1.62K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
12New |
$607 - $741
|
12
$1.62K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$506 - $617
|
10
$1.35K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 45.0% |
$455 - $555
|
29
$3.92K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 3.5% |
$455 - $555
|
266
$35.9K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.86% |
$303 - $370
|
707
$95.5K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5+ 0.07% |
$253 - $309
|
7.1K
$958K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5New |
$253 - $309
|
5
$675
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.36% |
$101 - $123
|
553
$74.7K
|
|
|
May 02, 2023
Q1 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$101 - $123
|
128K
$17.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.2% |
$50.6 - $61.7
|
84
$11.3K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.79% |
$50.6 - $61.7
|
127
$17.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$50.6 - $61.7
|
5.18K
$699K
|