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 67 institutions that hold shares in the stock, with a total of 2.16 Million shares, which have been reported (via 13F filing form) to have a value of $118 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
9,750
shares
|
$532,447
0.38% of portfolio
|
Q3 2025
Added 28.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
8,747
shares
|
$477,673
0.0% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
8,202
shares
|
$447,911
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,805
shares
|
$426,231
0.0% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
7,740
shares
|
$422,681
0.02% of portfolio
|
Q3 2025
Reduced 51.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,509
shares
|
$410,066
0.0% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,327
shares
|
$400,127
0.08% of portfolio
|
Q2 2023
Reduced 41.74%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
7,322
shares
|
$399,854
0.04% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
7,220
shares
|
$394,284
0.08% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
7,000
shares
|
$382,270
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
6,396
shares
|
$349,285
0.02% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
6,307
shares
|
$344,425
0.0% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
5,879
shares
|
$321,052
0.0% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
5,052
shares
|
$275,889
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,891
shares
|
$267,097
0.0% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,888
shares
|
$266,933
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4,888
shares
|
$266,933
0.0% of portfolio
|
Q3 2025
Added 61.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,734
shares
|
$258,523
0.0% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
4,511
shares
|
$246,345
0.0% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,187
shares
|
$228,652
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
3,600
shares
|
$196,596
0.02% of portfolio
|
Q1 2021
Reduced 31.43%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
2,309
shares
|
$126,094
0.01% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,951
shares
|
$106,544
0.0% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,566
shares
|
$85,519
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
800
shares
|
$43,688
0.02% of portfolio
|
Q1 2025
New holding
|
|