Purchases and Sales Made in Q2 2023 in Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 1.59% |
$5.78K - $7.91K
|
6.2K
$792K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-101- 1.65% |
$5.84K - $7.99K
|
6.02K
$769K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-105- 47.73% |
$6.07K - $8.3K
|
115
$14.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-111- 2.15% |
$6.42K - $8.78K
|
5.05K
$646K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-125- 1.94% |
$7.23K - $9.88K
|
6.33K
$809K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-130- 9.05% |
$7.51K - $10.3K
|
1.31K
$167K
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-136- 2.49% |
$7.86K - $10.8K
|
5.33K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-165- 2.94% |
$9.54K - $13K
|
5.46K
$698K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-170- 3.87% |
$9.83K - $13.4K
|
4.22K
$539K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-173- 4.32% |
$10K - $13.7K
|
3.83K
$489K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-188- 4.57% |
$10.9K - $14.9K
|
3.92K
$502K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-192- 2.05% |
$11.1K - $15.2K
|
9.17K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-193- 72.56% |
$11.2K - $15.3K
|
73
$9.33K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-193- 72.56% |
$11.2K - $15.3K
|
73
$9.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 1.04% |
$11.6K - $15.8K
|
19K
$2.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-200- 1.87% |
$11.6K - $15.8K
|
10.5K
$1.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-234- 0.78% |
$13.5K - $18.5K
|
29.8K
$3.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-262- 1.22% |
$15.1K - $20.7K
|
21.1K
$2.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-310- 1.87% |
$17.9K - $24.5K
|
16.3K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-342- 4.05% |
$19.8K - $27K
|
8.11K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-395- 99.75% |
$22.8K - $31.2K
|
1
$128
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-395- 0.68% |
$22.8K - $31.2K
|
57.5K
$7.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-404- 97.58% |
$23.4K - $31.9K
|
10
$1.28K
|
|
|
Aug 11, 2023
Q2 2023
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-420- 0.57% |
$24.3K - $33.2K
|
72.7K
$9.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-421- 1.56% |
$24.3K - $33.3K
|
26.6K
$3.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-434- 1.7% |
$25.1K - $34.3K
|
25.1K
$3.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-458- 15.77% |
$26.5K - $36.2K
|
2.45K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-462- 1.76% |
$26.7K - $36.5K
|
25.7K
$3.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-497- 10.04% |
$28.7K - $39.3K
|
4.45K
$569K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-505- 6.35% |
$29.2K - $39.9K
|
7.45K
$953K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-521- 3.19% |
$30.1K - $41.2K
|
15.8K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-535- 6.98% |
$30.9K - $42.3K
|
7.14K
$912K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-553- 12.21% |
$32K - $43.7K
|
3.98K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-557- 2.05% |
$32.2K - $44K
|
26.6K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-578- 15.85% |
$33.4K - $45.7K
|
3.07K
$392K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-588- 15.93% |
$34K - $46.5K
|
3.1K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-603- 5.5% |
$34.9K - $47.7K
|
10.4K
$1.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-670- 2.38% |
$38.7K - $53K
|
27.5K
$3.52M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 2.69% |
$40.5K - $55.3K
|
25.3K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-703- 1.65% |
$40.6K - $55.6K
|
42K
$5.37M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-703- 1.68% |
$40.6K - $55.6K
|
41.1K
$5.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-744- 7.0% |
$43K - $58.8K
|
9.89K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-744- 31.85% |
$43K - $58.8K
|
1.59K
$204K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-802- 18.3% |
$46.4K - $63.4K
|
3.58K
$458K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-810- 81.0% |
$46.8K - $64K
|
190
$24.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-870- 1.29% |
$50.3K - $68.8K
|
66.6K
$8.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-889- 3.64% |
$51.4K - $70.3K
|
23.5K
$3.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-947- 1.33% |
$54.7K - $74.9K
|
70.2K
$8.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Diker Management LLC
New York, NY |
SELL
|
- |
-1K- 13.51% |
$57.8K - $79.1K
|
6.4K
$818K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.09K- 0.38% |
$62.7K - $85.8K
|
286K
$36.5M
|