Purchases and Sales Made in Q3 2023 in Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35New |
$2.54K - $2.93K
|
35
$4.48K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
30+ 0.1% |
$2.18K - $2.51K
|
31.1K
$3.98M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30+ 4.23% |
$2.18K - $2.51K
|
740
$94.6K
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20+ 0.54% |
$1.45K - $1.68K
|
3.76K
$480K
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
19+ 0.59% |
$1.38K - $1.59K
|
3.25K
$415K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 13.97% |
$1.38K - $1.59K
|
155
$19.8K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18New |
$1.31K - $1.51K
|
18
$2.3K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 2.24% |
$944 - $1.09K
|
593
$75.8K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12New |
$871 - $1.01K
|
12
$1.53K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
12New |
$871 - $1.01K
|
12
$1.53K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 0.72% |
$871 - $1.01K
|
1.68K
$215K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 7.35% |
$363 - $419
|
73
$9.33K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
3New |
$218 - $251
|
3
$384
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.79% |
$72.6 - $83.8
|
128
$16.4K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.18% |
$72.6 - $83.8
|
556
$71.1K
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 15.56% |
$508 - $587
|
38
$4.86K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10- 0.15% |
$726 - $838
|
6.87K
$878K
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-17- 0.09% |
$1.23K - $1.43K
|
19.7K
$2.52M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18- 3.38% |
$1.31K - $1.51K
|
515
$65.9K
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-25- 0.15% |
$1.82K - $2.1K
|
16.3K
$2.08M
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-32- 30.77% |
$2.32K - $2.68K
|
72
$9.21K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-32- 1.83% |
$2.32K - $2.68K
|
1.72K
$220K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-32- 1.83% |
$2.32K - $2.68K
|
1.72K
$220K
|
|
Nov 03, 2023
Q3 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-38- -0.0% |
$2.76K - $3.19K
|
1.62M
$208M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-43- 6.01% |
$3.12K - $3.6K
|
673
$86.1K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-43- 6.01% |
$3.12K - $3.6K
|
673
$86.1K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-50- 27.78% |
$3.63K - $4.19K
|
130
$16.6K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-54- 0.58% |
$3.92K - $4.53K
|
9.24K
$1.18M
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-66- 1.82% |
$4.79K - $5.53K
|
3.56K
$455K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-79- 62.7% |
$5.74K - $6.62K
|
47
$6.01K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-96- 63.58% |
$6.97K - $8.05K
|
55
$7.03K
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-99- 1.71% |
$7.19K - $8.3K
|
5.71K
$730K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 2.4% |
$7.26K - $8.38K
|
4.06K
$519K
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-110- 22.82% |
$7.99K - $9.22K
|
372
$47.6K
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-111- 1.85% |
$8.06K - $9.31K
|
5.91K
$755K
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-139- 4.48% |
$10.1K - $11.7K
|
2.97K
$379K
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-150- 0.95% |
$10.9K - $12.6K
|
15.7K
$2.01M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-151- 0.57% |
$11K - $12.7K
|
26.2K
$3.36M
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-160- 0.3% |
$11.6K - $13.4K
|
53K
$6.78M
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-170- 1.1% |
$12.3K - $14.3K
|
15.4K
$1.96M
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-189- 5.28% |
$13.7K - $15.8K
|
3.39K
$434K
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-200- 3.16% |
$14.5K - $16.8K
|
6.13K
$783K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-209- 83.6% |
$15.2K - $17.5K
|
41
$5.24K
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-247- 4.89% |
$17.9K - $20.7K
|
4.81K
$615K
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-253- 4.32% |
$18.4K - $21.2K
|
5.61K
$717K
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-258- 4.84% |
$18.7K - $21.6K
|
5.07K
$649K
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-300- 1.79% |
$21.8K - $25.1K
|
16.5K
$2.11M
|