Latest Institutional Transactions on Dj Brookfield Global (TOLZ)
This table provides information on the latest institutional transactions involving Dj Brookfield Global (TOLZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.86K+ 61.37% |
$97.9K - $101K
|
4.89K
$267K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-2.68K- 8.95% |
$141K - $146K
|
27.2K
$1.49M
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 2.45% |
$211 - $218
|
167
$9.12K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.8K+ 540.3% |
$1.26M - $1.3M
|
28.3K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.51K- 25.21% |
$501K - $519K
|
28.2K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.52K- 25.33% |
$501K - $520K
|
28.1K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.4K+ 19.42% |
$4.13M - $4.28M
|
482K
$26.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
303+ 2.26% |
$16K - $16.5K
|
13.7K
$749K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.19KNew |
$221K - $229K
|
4.19K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
187+ 8.81% |
$9.85K - $10.2K
|
2.31K
$126K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
168New |
$8.85K - $9.17K
|
168
$9.17K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.32K+ 7.67% |
$69.7K - $72.2K
|
18.6K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
680+ 8.43% |
$35.8K - $37.1K
|
8.75K
$478K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
70New |
$3.69K - $3.82K
|
70
$3.82K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.4K+ 7.88% |
$73.7K - $76.4K
|
19.2K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-286- 4.34% |
$15.1K - $15.6K
|
6.31K
$344K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.14K+ 8.25% |
$376K - $390K
|
93.7K
$5.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-431- 6.83% |
$22.7K - $23.5K
|
5.88K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1K+ 15.84% |
$52.7K - $54.6K
|
7.32K
$400K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-228- 10.46% |
$12K - $12.4K
|
1.95K
$107K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-80.5K- 83.52% |
$4.24M - $4.39M
|
15.9K
$868K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-69- 0.11% |
$3.63K - $3.77K
|
60.2K
$3.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-17K- 4.02% |
$898K - $930K
|
407K
$22.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
471+ 11.05% |
$24.8K - $25.7K
|
4.73K
$259K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.54K- 9.07% |
$239K - $248K
|
45.5K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
777+ 20.81% |
$40.9K - $42.4K
|
4.51K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
4.89KNew |
$257K - $267K
|
4.89K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-9.38K- 29.1% |
$494K - $512K
|
22.9K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-310- 4.62% |
$16.3K - $16.9K
|
6.4K
$349K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50New |
$2.63K - $2.73K
|
50
$2.73K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.2K- 51.46% |
$432K - $448K
|
7.74K
$423K
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
5.05KNew |
$266K - $276K
|
5.05K
$276K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
833+ 4.36% |
$43.9K - $45.5K
|
19.9K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-30- 0.07% |
$1.58K - $1.64K
|
40.8K
$2.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-504- 1.22% |
$26.5K - $27.5K
|
40.7K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.62K+ 17.06% |
$85.1K - $88.1K
|
11.1K
$605K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13- 0.17% |
$685 - $710
|
7.81K
$426K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$52.7 - $54.6
|
1
$54.6
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
966+ 8.14% |
$50.9K - $52.7K
|
12.8K
$701K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
2.16K+ 28.53% |
$114K - $118K
|
9.75K
$532K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 1.96% |
$369 - $382
|
350
$19.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
3.86K+ 56.44% |
$203K - $211K
|
10.7K
$584K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
34.5K+ 12.43% |
$1.82M - $1.88M
|
312K
$17M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
30.1K+ 18.89% |
$1.58M - $1.64M
|
189K
$10.3M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8.2KNew |
$432K - $448K
|
8.2K
$448K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-123- 1.56% |
$5.97K - $6.75K
|
7.77K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$48.6 - $54.9
|
4.78K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.58KNew |
$222K - $251K
|
4.58K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.1KNew |
$780K - $881K
|
16.1K
$877K
|
|