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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-42- 19.35% |
$1.87K - $2.16K
|
175
$8.66K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.88KClosed |
$217K - $250K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-26.7KClosed |
$1.19M - $1.37M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-150Closed |
$6.68K - $7.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-93Closed |
$4.24K - $4.64K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.6KClosed |
$256K - $280K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-18.7KClosed |
$852K - $932K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.41KNew |
$247K - $270K
|
5.41K
$268K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-245Closed |
$11.2K - $12.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
240New |
$10.7K - $11.5K
|
240
$11.9K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17.1KClosed |
$766K - $820K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.1KClosed |
$1.3M - $1.39M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-7.55KClosed |
$337K - $361K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
24.9KNew |
$1.11M - $1.19M
|
24.9K
$1.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-104Closed |
$4.65K - $4.97K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.18KClosed |
$52.9K - $56.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2Closed |
$90.3 - $95.5
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-304Closed |
$13.7K - $14.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
219+ 93.99% |
$9.57K - $10.6K
|
452
$22.4K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.65K- 31.43% |
$67.2K - $72.2K
|
3.6K
$178K
|
|
|
May 13, 2021
Q1 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.55KClosed |
$226K - $243K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-400Closed |
$16.3K - $17.5K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-19.2KClosed |
$781K - $839K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-140Closed |
$5.7K - $6.12K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-45Closed |
$1.69K - $1.91K
|
0
$0
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
101+ 40.08% |
$3.78K - $4.28K
|
353
$17.5K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-361Closed |
$13.5K - $15.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-19.1KClosed |
$713K - $793K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-32.1KClosed |
$1.07M - $1.4M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-997Closed |
$29.6K - $48.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 17, 2019
Q3 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-17Closed |
$768 - $784
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.41KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-922Closed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-44Closed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.26KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 16, 2018
Q3 2018
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-7.53KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-131Closed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-204Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 03, 2018
Q1 2018
|
Stephens Inc
|
SELL
|
- |
-8.58KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.99KClosed |
N/A
|
0
$0
|
|
|
Jan 31, 2018
Q4 2017
|
Jnba Financial Advisors
|
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$49.5
|
|