Purchases and Sales Made in Q1 2024 in Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL) during Q1 2024. 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 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
300+ 139.53% |
$28.8K - $38.8K
|
515
$54.4K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300New |
$28.8K - $38.8K
|
300
$31.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
286+ 16.18% |
$27.5K - $37K
|
2.05K
$217K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
283+ 10.7% |
$27.2K - $36.6K
|
2.93K
$309K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
271New |
$26K - $35.1K
|
271
$28.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
261New |
$25.1K - $33.8K
|
261
$27.6K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
254+ 10.19% |
$24.4K - $32.9K
|
2.75K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
253+ 7.19% |
$24.3K - $32.7K
|
3.77K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
250New |
$24K - $32.3K
|
250
$26.4K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
233+ 11.38% |
$22.4K - $30.1K
|
2.28K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
214+ 0.2% |
$20.5K - $27.7K
|
105K
$11M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$19.2K - $25.9K
|
200
$21.1K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
194+ 3.04% |
$18.6K - $25.1K
|
6.57K
$694K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
192+ 4.33% |
$18.4K - $24.8K
|
4.63K
$489K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
188+ 4.11% |
$18K - $24.3K
|
4.76K
$502K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
168+ 4.51% |
$16.1K - $21.7K
|
3.89K
$411K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
160New |
$15.4K - $20.7K
|
160
$16.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
156+ 6.21% |
$15K - $20.2K
|
2.67K
$282K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
150New |
$14.4K - $19.4K
|
150
$15.8K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
140+ 147.37% |
$13.4K - $18.1K
|
235
$24.8K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
140+ 5.37% |
$13.4K - $18.1K
|
2.75K
$290K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
139+ 6.53% |
$13.3K - $18K
|
2.27K
$239K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
135New |
$13K - $17.5K
|
135
$14.3K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
120New |
$11.5K - $15.5K
|
120
$12.7K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
118+ 11.31% |
$11.3K - $15.3K
|
1.16K
$123K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
108New |
$10.4K - $14K
|
108
$11.4K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
106+ 4.18% |
$10.2K - $13.7K
|
2.64K
$279K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
106+ 13.82% |
$10.2K - $13.7K
|
873
$92.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
105+ 35.71% |
$10.1K - $13.6K
|
399
$42.1K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
101New |
$9.69K - $13.1K
|
101
$10.7K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100New |
$9.6K - $12.9K
|
100
$10.6K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
94+ 28.92% |
$9.02K - $12.2K
|
419
$44.2K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
86+ 20.19% |
$8.25K - $11.1K
|
512
$54.1K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
85+ 7.14% |
$8.16K - $11K
|
1.28K
$135K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
84+ 87.5% |
$8.06K - $10.9K
|
180
$19K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
77+ 481.25% |
$7.39K - $9.96K
|
93
$9.82K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
74New |
$7.1K - $9.57K
|
74
$7.81K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 9.9% |
$6.81K - $9.19K
|
788
$83.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
65New |
$6.24K - $8.41K
|
65
$6.86K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
48+ 44.44% |
$4.61K - $6.21K
|
156
$16.5K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
43+ 55.13% |
$4.13K - $5.56K
|
121
$12.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
39+ 57.35% |
$3.74K - $5.05K
|
107
$11.3K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
38+ 26.76% |
$3.65K - $4.92K
|
180
$19K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$3.26K - $4.4K
|
34
$3.59K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
29+ 1.18% |
$2.78K - $3.75K
|
2.48K
$262K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
26New |
$2.5K - $3.36K
|
26
$2.75K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25New |
$2.4K - $3.23K
|
25
$2.64K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 2.13% |
$2.02K - $2.72K
|
1.01K
$106K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19+ 0.35% |
$1.82K - $2.46K
|
5.45K
$575K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 47.37% |
$1.73K - $2.33K
|
56
$5.91K
|