Purchases and Sales Made in Q4 2023 in Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
100New |
$6.82K - $10.5K
|
100
$12.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
100+ 1.64% |
$6.82K - $10.5K
|
6.2K
$793K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
96New |
$6.54K - $10.1K
|
96
$12.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
95New |
$6.48K - $9.99K
|
95
$12.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
94+ 0.25% |
$6.41K - $9.89K
|
38K
$4.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
91+ 8.27% |
$6.2K - $9.57K
|
1.19K
$152K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
77+ 0.06% |
$5.25K - $8.1K
|
134K
$17.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
73+ 22.26% |
$4.98K - $7.68K
|
401
$51.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
69New |
$4.7K - $7.26K
|
69
$8.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66+ 9.21% |
$4.5K - $6.94K
|
783
$100K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
58+ 123.4% |
$3.95K - $6.1K
|
105
$13.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
53New |
$3.61K - $5.57K
|
53
$6.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
53+ 53.0% |
$3.61K - $5.57K
|
153
$19.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
51New |
$3.48K - $5.36K
|
51
$6.52K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
50New |
$3.41K - $5.26K
|
50
$6.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
50+ 70.42% |
$3.41K - $5.26K
|
121
$15.5K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
43+ 11.08% |
$2.93K - $4.52K
|
431
$55.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
41New |
$2.79K - $4.31K
|
41
$5.24K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
40+ 34.78% |
$2.73K - $4.21K
|
155
$19.8K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
36+ 2.1% |
$2.45K - $3.79K
|
1.75K
$224K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
36+ 2.1% |
$2.45K - $3.79K
|
1.75K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
34+ 0.97% |
$2.32K - $3.58K
|
3.55K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26+ 0.22% |
$1.77K - $2.73K
|
11.6K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
26New |
$1.77K - $2.73K
|
26
$3.32K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24New |
$1.64K - $2.52K
|
24
$3.07K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20New |
$1.36K - $2.1K
|
20
$2.56K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
18New |
$1.23K - $1.89K
|
18
$2.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.25% |
$1.16K - $1.79K
|
6.89K
$881K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 242.86% |
$1.16K - $1.79K
|
24
$3.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13+ 0.04% |
$886 - $1.37K
|
33.6K
$4.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11New |
$750 - $1.16K
|
11
$1.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 1.63% |
$750 - $1.16K
|
684
$87.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
10New |
$682 - $1.05K
|
10
$1.28K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 33.33% |
$682 - $1.05K
|
40
$5.11K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 8.33% |
$613 - $947
|
117
$15K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9New |
$613 - $947
|
9
$1.15K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$545 - $841
|
3.25K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 20.0% |
$477 - $736
|
42
$5.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
5New |
$341 - $526
|
5
$639
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 5.48% |
$273 - $421
|
77
$9.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 42.86% |
$204 - $316
|
10
$1.28K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$68.2 - $105
|
5.18K
$662K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 2.5% |
$68.2 - $105
|
39
$4.99K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 3.85% |
$68.2 - $105
|
25
$3.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1- 1.27% |
$68.2 - $105
|
78
$9.97K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5- 0.9% |
$341 - $526
|
551
$70.5K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 5.04% |
$477 - $736
|
132
$16.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 5.04% |
$477 - $736
|
132
$16.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10- 3.29% |
$682 - $1.05K
|
294
$37.6K
|