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 55 institutions that hold shares in the stock, with a total of 2.42 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
655,116
shares
|
$35 Million
0.0% of portfolio
|
Q4 2024
Added 100.13%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
591,174
shares
|
$31.6 Million
4.6% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
270,128
shares
|
$14.5 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
163,384
shares
|
$8.74 Million
0.94% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
77,671
shares
|
$4.16 Million
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
65,529
shares
|
$3.51 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
63,509
shares
|
$3.4 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
62,843
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
55,687
shares
|
$2.98 Million
0.05% of portfolio
|
Q4 2024
Added 434.12%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
49,824
shares
|
$2.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 22.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
46,520
shares
|
$2.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.56%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
43,601
shares
|
$2.33 Million
0.13% of portfolio
|
Q1 2024
Reduced 16.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
28,491
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
23,723
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
22,350
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
19,161
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
18,772
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
18,088
shares
|
$967,708
0.04% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,435
shares
|
$718,772
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
13,073
shares
|
$699,405
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,375
shares
|
$555,062
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
9,326
shares
|
$498,941
0.02% of portfolio
|
Q4 2024
Reduced 72.88%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
9,213
shares
|
$492,895
0.0% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,146
shares
|
$435,811
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,327
shares
|
$391,994
0.08% of portfolio
|
Q2 2023
Reduced 41.74%
|