Purchases and Sales Made in Q4 2024 in Dj Brookfield Global (TOLZ)
This table provides information about the institutional ownership of Dj Brookfield Global (TOLZ) during Q4 2024. The information is specifically focused on institutions that hold shares of DJ BROOKFIELD GLOBAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
80.3K+ 15.71% |
$3.88M - $4.23M
|
591K
$29.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
22.4KNew |
$1.08M - $1.18M
|
22.4K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
15.6K+ 10.56% |
$754K - $822K
|
163K
$8.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9New |
$435 - $474
|
9
$445
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-149- 2.0% |
$7.2K - $7.85K
|
7.3K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-343- 93.97% |
$16.6K - $18.1K
|
22
$1.09K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-462K- 87.79% |
$22.3M - $24.3M
|
64.2K
$3.18M
|