Institutional Ownership Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 2.26 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
591,174
shares
|
$29.7 Million
4.6% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
535,894
shares
|
$26.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
327,352
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2024
Added 31.32%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
163,384
shares
|
$8.2 Million
0.94% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
75,570
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.87%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
64,308
shares
|
$3.23 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
64,222
shares
|
$3.22 Million
0.05% of portfolio
|
Q4 2024
Reduced 87.79%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
62,843
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
55,687
shares
|
$2.8 Million
0.05% of portfolio
|
Q4 2024
Added 434.12%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
43,601
shares
|
$2.19 Million
0.13% of portfolio
|
Q1 2024
Reduced 16.88%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
34,385
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
27,653
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 31.56%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
22,644
shares
|
$1.14 Million
0.41% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
22,350
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
21,119
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 27.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
18,712
shares
|
$939,342
0.0% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
18,088
shares
|
$908,017
0.04% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,435
shares
|
$674,437
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,375
shares
|
$520,825
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
8,140
shares
|
$408,628
0.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
8,039
shares
|
$403,557
0.0% of portfolio
|
Q3 2024
Reduced 19.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
7,877
shares
|
$395,425
0.0% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,327
shares
|
$367,815
0.08% of portfolio
|
Q2 2023
Reduced 41.74%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
7,300
shares
|
$366,460
0.0% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
7,000
shares
|
$351,400
0.03% of portfolio
|
Q4 2022
New holding
|