Captrust Financial Advisors Toronto Dominion Bank Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

A detailed history of Captrust Financial Advisors transactions in Toronto Dominion Bank stock. As of the latest transaction made, Captrust Financial Advisors holds 18,232 shares of TD stock, worth $1.02 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,232

Previous 18,313 0.44%

Holding current value

$1.02 Million

Previous $1.01 Million 14.61%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$54.54 - $64.56 $4,417 - $5,229	-81 Reduced 0.44%	18,232 $1.15 Million
Q2 2024 Aug 14, 2024	SELL	$53.85 - $60.24 $26,494 - $29,638	-492 Reduced 2.62%	18,313 $1.01 Million
Q1 2024 May 15, 2024	SELL	$57.91 - $65.05 $34,166 - $38,379	-590 Reduced 3.04%	18,805 $1.14 Million
Q4 2023 Feb 14, 2024	SELL	$54.9 - $64.8 $182,377 - $215,265	-3,322 Reduced 14.62%	19,395 $1.25 Million
Q3 2023 Nov 14, 2023	BUY	$59.03 - $65.94 $53,953 - $60,269	914 Added 4.19%	22,717 $1.37 Million
Q2 2023 Aug 14, 2023	SELL	$56.6 - $62.25 $130,463 - $143,486	-2,305 Reduced 9.56%	21,803 $1.35 Million
Q1 2023 May 15, 2023	SELL	$56.36 - $70.13 $158,371 - $197,065	-2,810 Reduced 10.44%	24,108 $1.44 Million
Q4 2022 Feb 15, 2023	SELL	$58.59 - $68.58 $56,832 - $66,522	-970 Reduced 3.48%	26,918 $1.74 Million
Q3 2022 Nov 16, 2022	BUY	$59.68 - $68.93 $286,941 - $331,415	4,808 Added 20.83%	27,888 $1.71 Million
Q2 2022 Aug 23, 2022	SELL	$64.69 - $80.48 $107,708 - $133,999	-1,665 Reduced 6.73%	23,080 $1.51 Million
Q2 2022 Aug 16, 2022	BUY	$64.69 - $80.48 $317,304 - $394,754	4,905 Added 24.72%	24,745 $1.62 Million
Q1 2022 May 16, 2022	BUY	$74.69 - $85.0 $328,486 - $373,830	4,398 Added 28.48%	19,840 $1.58 Million
Q4 2021 Feb 14, 2022	BUY	$67.6 - $76.68 $315,894 - $358,325	4,673 Added 43.39%	15,442 $1.18 Million
Q3 2021 Nov 16, 2021	BUY	$63.87 - $70.76 $420,711 - $466,096	6,587 Added 157.51%	10,769 $712,000
Q2 2021 Aug 16, 2021	BUY	$64.96 - $73.33 $37,741 - $42,604	581 Added 16.13%	4,182 $293,000
Q1 2021 May 17, 2021	SELL	$56.26 - $66.31 $28,692 - $33,818	-510 Reduced 12.41%	3,601 $235,000
Q4 2020 Feb 16, 2021	BUY	$43.43 - $56.83 $54,287 - $71,037	1,250 Added 43.69%	4,111 $232,000
Q3 2020 Nov 17, 2020	SELL	$43.23 - $50.56 $213,296 - $249,463	-4,934 Reduced 63.3%	2,861 $133,000
Q2 2020 Aug 14, 2020	BUY	$38.47 - $49.17 $3,923 - $5,015	102 Added 1.33%	7,795 $343,000
Q1 2020 May 15, 2020	SELL	$33.83 - $57.31 $13,295 - $22,522	-393 Reduced 4.86%	7,693 $308,000
Q4 2019 Feb 14, 2020	BUY	$54.66 - $58.28 $341,242 - $363,842	6,243 Added 338.74%	8,086 $457,000
Q1 2019 May 15, 2019	BUY	$49.97 - $58.74 $42,474 - $49,929	850 Added 85.6%	1,843 $100,000
Q2 2018 Aug 13, 2018	BUY	$54.88 - $59.19 $32,543 - $35,099	593 Added 148.25%	993 $57,000
Q4 2017 Feb 14, 2018	BUY	$55.79 - $58.67 $22,316 - $23,468	400	400 $23,000

Others Institutions Holding TD

# of Institutions

782

Shares Held

913M

Call Options Held

14.7M

Put Options Held

10.3M

View Full List

About TORONTO DOMINION BANK

Ticker TD
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,813,100,032
Market Cap $101B
Description
The Toronto-Dominion Bank, together with its subsidiaries, provides various financial products and services in Canada, the United States, and internationally. It operates through three segments: Canadian Retail, U.S. Retail, and Wholesale Banking. The company offers personal deposits, such as chequing, savings, and investment products; financing...

More about TD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Account

Captrust Financial Advisors Toronto Dominion Bank Transaction History