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DJ Brookfield Global Infrastructure ETF (TOLZ) Institutional Ownership

$48.96 +0.65 (+1.35%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for DJ Brookfield Global Infrastructure ETF (NYSEARCA:TOLZ)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$166.93K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$10.52K
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TOLZ Institutional Buying and Selling by Quarter

DJ Brookfield Global Infrastructure ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2024 Lynx Investment Advisory3,714$167K0.1%N/A0.126%
5/17/2024 Comerica Bank1,187$55K0.0%-16.2%0.040%
10/23/2023SVB Wealth LLC81,979$3.39M0.1%-13.7%2.594%
2/10/2023 First Citizens Asset Management Inc.39,866$1.77M0.9%N/A1.077%
2/10/2023SVB Wealth LLC161,131$7.17M0.1%+436.3%4.355%
11/9/2022SVB Wealth LLC30,047$1.22M0.0%+31.0%0.819%
10/21/2022Aaron Wealth Advisors LLC202,752$8.26M1.5%+22.1%6.437%
8/16/2022SVB Wealth LLC22,933$1.06M0.0%N/A0.759%
1/19/2022 AdvisorNet Financial Inc1,767$85K0.0%-34.6%0.056%
1/10/2022 Integrated Investment Consultants LLC22,364$1.07M0.3%N/A0.733%
11/15/2021 Flow Traders U.S. LLC5,552$251K0.0%-41.2%0.184%
11/4/2021 Almanack Investment Partners LLC.5,418$245K0.0%N/A0.189%
10/15/2021 AdvisorNet Financial Inc2,702$122K0.0%-70.0%0.094%
8/24/2021 Flow Traders U.S. LLC9,441$437K0.0%-50.6%0.346%
5/18/2021 Flow Traders U.S. LLC19,118$832K0.0%+39.4%0.503%
4/29/2021Aaron Wealth Advisors85,149$3.70M1.4%-2.0%2.259%
4/14/2021 AdvisorNet Financial Inc4,782$208K0.0%+4,682.0%0.127%
2/11/2021 Steward Partners Investment Advisory LLC15,837$650K0.0%+7,098.6%0.427%
2/9/2021 Great Lakes Advisors LLC203,560$8.36M0.2%+7.9%5.487%
2/5/2021 SG Americas Securities LLC18,674$767K0.0%+414.9%0.503%
2/4/2021Aaron Wealth Advisors86,921$3.57M1.3%N/A2.343%
1/27/2021 Accel Wealth Management1,035$43K0.0%N/A0.029%
(Data available from 1/1/2016 forward)

TOLZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TOLZ shares?

During the previous two years, the following institutional investors and hedge funds held shares of DJ Brookfield Global Infrastructure ETF shares: SVB Wealth LLC ($3.39M), First Citizens Asset Management Inc. ($1.77M), and Lynx Investment Advisory ($167K), Comerica Bank ($55K).Learn more on TOLZ's institutional investors.

Which institutional investors have been buying DJ Brookfield Global Infrastructure ETF stock?

The following institutional investors have purchased DJ Brookfield Global Infrastructure ETF stock in the last 24 months: SVB Wealth LLC ($131.08K), First Citizens Asset Management Inc. ($39.87K), and Lynx Investment Advisory ($3.71K).

How much institutional buying is happening at DJ Brookfield Global Infrastructure ETF?

Institutional investors have bought a total of 174,664 shares in the last 24 months. This purchase volume represents approximately $7.77M in transactions.

Which DJ Brookfield Global Infrastructure ETF major shareholders have been selling company stock?

The following institutional investors have sold DJ Brookfield Global Infrastructure ETF stock in the last 24 months: SVB Wealth LLC ($12.99K), and Comerica Bank ($229.00).

How much institutional selling is happening at DJ Brookfield Global Infrastructure ETF?

Institutional investors have sold a total of 13,216 shares in the last 24 months. This volume of shares sold represents approximately $548.05K in transactions.



This page (NYSEARCA:TOLZ) was last updated on 12/22/2024 by MarketBeat.com Staff
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