Latest Institutional Purchases of Dj Brookfield Global (TOLZ)
This list provides information on the latest institutional transactions involving Dj Brookfield Global (TOLZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.4K+ 19.42% |
$4.13M - $4.28M
|
482K
$26.3M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.8K+ 540.3% |
$1.26M - $1.3M
|
28.3K
$1.54M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8.2KNew |
$432K - $448K
|
8.2K
$448K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.14K+ 8.25% |
$376K - $390K
|
93.7K
$5.12M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
5.05KNew |
$266K - $276K
|
5.05K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
4.89KNew |
$257K - $267K
|
4.89K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.19KNew |
$221K - $229K
|
4.19K
$229K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
3.86K+ 56.44% |
$203K - $211K
|
10.7K
$584K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
2.16K+ 28.53% |
$114K - $118K
|
9.75K
$532K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.86K+ 61.37% |
$97.9K - $101K
|
4.89K
$267K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.62K+ 17.06% |
$85.1K - $88.1K
|
11.1K
$605K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.4K+ 7.88% |
$73.7K - $76.4K
|
19.2K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.32K+ 7.67% |
$69.7K - $72.2K
|
18.6K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1K+ 15.84% |
$52.7K - $54.6K
|
7.32K
$400K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
966+ 8.14% |
$50.9K - $52.7K
|
12.8K
$701K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
833+ 4.36% |
$43.9K - $45.5K
|
19.9K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
777+ 20.81% |
$40.9K - $42.4K
|
4.51K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
680+ 8.43% |
$35.8K - $37.1K
|
8.75K
$478K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
471+ 11.05% |
$24.8K - $25.7K
|
4.73K
$259K
|
|
|
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
|
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 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
70New |
$3.69K - $3.82K
|
70
$3.82K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50New |
$2.63K - $2.73K
|
50
$2.73K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 2.45% |
$211 - $218
|
167
$9.12K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$52.7 - $54.6
|
1
$54.6
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.1KNew |
$780K - $881K
|
16.1K
$877K
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.62KNew |
$224K - $253K
|
4.62K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.58KNew |
$222K - $251K
|
4.58K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
220+ 3.14% |
$10.7K - $12.1K
|
7.22K
$394K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8New |
$389 - $439
|
8
$437
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$48.6 - $54.9
|
4.78K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
65.5KNew |
$3.16M - $3.46M
|
65.5K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.4KNew |
$548K - $600K
|
11.4K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.8KNew |
$519K - $568K
|
10.8K
$588K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.83KNew |
$185K - $202K
|
3.83K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.57KNew |
$75.5K - $82.6K
|
1.57K
$85.5K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
800New |
$38.6K - $42.2K
|
800
$43.7K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
61New |
$2.94K - $3.22K
|
61
$3.33K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42New |
$2.02K - $2.22K
|
42
$2.29K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
786New |
$38K - $41.4K
|
786
$42.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
112New |
$5.41K - $5.9K
|
112
$6.12K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
91New |
$4.4K - $4.79K
|
91
$4.97K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36+ 0.35% |
$1.74K - $1.9K
|
10.4K
$567K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
17+ 0.32% |
$821 - $895
|
5.39K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9New |
$435 - $474
|
9
$491
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
165New |
$7.41K - $8.47K
|
165
$9.01K
|
|