US88947EAU47 - Toll Brothers Finance Corp Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietari instituționali	2 total, 2 long only, 0 short only, 0 long/short - change of -1,52% MRQ
Alocarea medie a portofoliului	0.0935 % - change of -1,42% MRQ

Acțiuni instituționale (lung)	683.000 (ex 13D/G) - change of -0,13MM shares -15,68% MRQ
Valoare instituțională (lungă)	$ 660 USD ($1000)

Proprietatea instituțională și acționarii

Toll Brothers Finance Corp (US:US88947EAU47) are 2 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 683,000 acțiuni. Cei mai mari acționari includ MXSDX - Great-West Short Duration Bond Fund Investor Class, and Six Circles Trust - Six Circles Global Bond Fund .

Toll Brothers Finance Corp (US88947EAU47) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US88947EAU47 / Toll Brothers Finance Corp - 3.8% 2029-11-01 Institutional Ownership

Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

Actualizare pentru a debloca date premium și a exporta în Excel Premium Registration Required .

Data efectivă :

Data fișierului	Sursă	Investitor	Acțiuni	Δ Acțiuni (%)	Raportat Valoare (1000 USD)	Valoarea Δ (%)
2025-08-26	NP	FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1			146	1,40
2025-07-25	NP	GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			98	-8,49
2025-08-27	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			5.493	1,93
2025-06-24	NP	FEIG - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			19	5,56
2025-07-25	NP	PMIYX - Putnam Income Strategies Portfolio -			88	1,15
2025-06-26	NP	BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			215	1,42
2025-07-25	NP	IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3.147	8,37
2025-05-28	NP	SPBO - SPDR Portfolio Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			82	8,00
2025-06-26	NP	DGCB - Dimensional Global Credit ETF			383	1,59
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares			141	1,45
2025-06-26	NP	MSTVX - Morningstar Alternatives Fund			48	0,00
2025-08-27	NP	TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I			175	1,75
2025-06-26	NP	USIBX - Intermediate-Term Bond Fund Shares			2.063	-19,82
2025-07-30	NP	SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A			3
2025-08-21	NP	MXSDX - Great-West Short Duration Bond Fund Investor Class	583.000	-17,30	566	-15,80
2025-08-29	NP	QSIG - WisdomTree U.S. Short-Term Corporate Bond Fund N/A			64	3,23
2025-06-26	NP	ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			96	1,06
2025-08-26	NP	BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2.669	1,79
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			254	2,01
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares			73	1,41
2025-07-25	NP	GBF - iShares Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			5	0,00
2025-07-30	NP	AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A			144	0,00
2025-06-24	NP	PGEOX - GEORGE PUTNAM FUND OF BOSTON Class A Shares			580	1,58
2025-07-29	NP	VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3.805	3,12
2025-08-26	NP	Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1			621	1,80
2025-08-26	NP	PDINX - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares			1.282	1,83
2025-06-30	NP	VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares			299
2025-07-25	NP	USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			675	0,45
2025-06-24	NP	PINCX - PUTNAM INCOME FUND Class A Shares			828	1,60
2025-07-25	NP	AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2.266	0,53
2025-08-27	NP	TQPCX - Touchstone Strategic Income Opportunities Fund Class C			2.081	1,91
2025-06-26	NP	IBDU - iShares iBonds Dec 2029 Term Corporate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2.560	13,28
2025-06-26	NP	FIBR - iShares Edge U.S. Fixed Income Balanced Risk ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			29	0,00
2025-06-26	NP	LUBIX - Thrivent Income Fund Class A			1.628	1,56
2025-08-27	NP	TOBAX - Touchstone Active Bond Fund Class A			963	1,91
2025-08-28	NP	UBND - VictoryShares ESG Core Plus Bond ETF			217	-8,82
2025-08-27	NP	SIO - Touchstone Strategic Income Opportunities ETF			1.279	1,91
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares			141	1,45
2025-08-29	NP	JAGUX - Total Bond Market Trust NAV			194	2,11
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			335	1,52
2025-05-29	NP	Six Circles Trust - Six Circles Global Bond Fund	100.000	0,00	95	1,06
2025-07-25	NP	EUSB - iShares ESG Advanced Total USD Bond Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			5
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3.640	-3,55
2025-08-26	NP	NOBOX - Northern Bond Index Fund			146	2,11
2025-08-27	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			970	1,89
2025-06-18	NP	PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R			1.299	1,56
2025-07-29	NP	MYCI - SPDR SSGA My2029 Corporate Bond ETF			96	0,00
2025-06-30	NP	VFSTX - Vanguard Short-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			5.590	-3,69
2025-06-18	NP	Putnam ETF Trust - Putnam ESG Core Bond ETF -			609	1,50
2025-08-25	NP	SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			97	2,11
2025-08-26	NP	Putnam Master Intermediate Income Trust			214	1,91
2025-08-25	NP	SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			73	1,41
2025-08-27	NP	SEBLX - Touchstone Balanced Fund Class A			1.139	1,97
2025-07-30	NP	UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A			27	0,00
2025-06-24	NP	PGGIX - PUTNAM GLOBAL INCOME TRUST Class C Shares			407	1,50
2025-06-24	NP	PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A			2.051	1,58
2025-08-27	NP	TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund			87	2,35
2025-06-30	NP	VGCAX - Vanguard Global Credit Bond Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			62	1,64
2025-04-29	NP	CBRAX - JPMorgan Corporate Bond Fund Class A			188	0,00
2025-08-26	NP	FLCB - Franklin Liberty U.S. Core Bond ETF			4.466	1,82
2025-08-27	NP	SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1			22	4,76
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A			2.232	1,78
2025-08-27	NP	VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			927	1,87
2025-06-24	NP	Putnam Premier Income Trust			465	1,53
2025-07-29	NP	VTC - Vanguard Total Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			422