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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1KNew |
$43.1K - $46K
|
1K
$49.5K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-27- 23.68% |
$1.16K - $1.24K
|
87
$4.31K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
420New |
$18.1K - $19.3K
|
420
$20.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-82- 39.81% |
$3.53K - $3.78K
|
124
$6.14K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
71New |
$3.06K - $3.27K
|
71
$3.51K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
226+ 120.21% |
$9.02K - $10.4K
|
414
$20.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.5KNew |
$940K - $1.08M
|
23.5K
$1.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
163New |
$6.51K - $7.49K
|
163
$8.07K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.76K- 51.64% |
$190K - $218K
|
4.45K
$220K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
275New |
$11K - $12.6K
|
275
$13.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.91% |
$39.9 - $46
|
111
$5.49K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.93KNew |
$204K - $226K
|
4.93K
$244K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5K+ 264.03% |
$560K - $619K
|
18.7K
$923K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.26K+ 122.87% |
$259K - $287K
|
11.4K
$562K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
165New |
$6.83K - $7.55K
|
165
$8.17K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.93KNew |
$259K - $279K
|
5.93K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
186New |
$8.13K - $8.76K
|
186
$9.21K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
63New |
$2.75K - $2.97K
|
63
$3.12K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
371K+ 150.6% |
$16.2M - $17.4M
|
617K
$30.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.3K- 86.62% |
$626K - $674K
|
2.21K
$109K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.25K- 41.74% |
$229K - $247K
|
7.33K
$363K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30New |
$1.31K - $1.41K
|
30
$1.48K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.8KNew |
$2.15M - $2.36M
|
49.8K
$2.46M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-6.93KClosed |
$300K - $328K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.5K- 86.13% |
$712K - $779K
|
2.65K
$131K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.36K- 44.81% |
$319K - $349K
|
9.07K
$449K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.4% |
$130 - $142
|
751
$37.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$8.65K - $9.47K
|
200
$9.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-109- 97.32% |
$4.72K - $5.16K
|
3
$148
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 0.74% |
$434 - $513
|
1.5K
$74.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9New |
$355 - $419
|
9
$445
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.49K- 99.6% |
$137K - $162K
|
14
$693
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.57KNew |
$259K - $306K
|
6.57K
$325K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.32KNew |
$91.5K - $108K
|
2.32K
$115K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
7KNew |
$276K - $326K
|
7K
$346K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
8.91KNew |
$351K - $415K
|
8.91K
$441K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-186- 53.3% |
$7.33K - $8.67K
|
163
$8.07K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2New |
$81.5 - $98.6
|
2
$99
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19New |
$774 - $937
|
19
$940
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.51K+ 75.64% |
$184K - $222K
|
10.5K
$518K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
220New |
$8.96K - $10.9K
|
220
$10.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
13New |
$530 - $641
|
13
$643
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-400- 6.12% |
$16.3K - $19.7K
|
6.14K
$304K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.5KClosed |
$66.7K - $76.9K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142+ 105.97% |
$6.32K - $7.29K
|
276
$13.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.01KNew |
$89.7K - $103K
|
2.01K
$99.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.7KClosed |
$209K - $241K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-62Closed |
$2.76K - $3.18K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.67KNew |
$208K - $240K
|
4.67K
$231K
|
|
|
Aug 01, 2022
Q2 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-30.1KClosed |
$1.34M - $1.55M
|
0
$0
|
|