Td Private Client Wealth LLC Purchases in Q3 2024

Td Private Client Wealth LLC

  • $3.48 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
7.65K
+ 30.32%
$161.9 - $179.3 $1.24M - $1.37M
32.9K $5.59B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.59K
+ 24.26%
$531.86 - $624.21 $846K - $993K
8.15K $5.04B
HYLB
Xtrackers Usd High Yield Corp

ETFs
33.3K
+ 27.25%
$35.26 - $36.92 $1.17M - $1.23M
155K $5.74B
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.97K
+ 11.63%
$283.28 - $314.39 $841K - $933K
28.5K $8.95B
LMT
Lockheed Martin Corp

Industrials
52
+ 0.47%
$460.3 - $584.56 $23.9K - $30.4K
11.2K $6.56B
GLD
Spdr Gold Trust

ETFs
1.54K
+ 4.65%
$215.56 - $246.98 $332K - $380K
34.6K $8.41B
MCO
Moodys Corp

Financial Services
2.62K
+ 828.16%
$421.49 - $494.67 $1.1M - $1.29M
2.93K $1.39B
GILD
Gilead Sciences, Inc.

Healthcare
5.5K
+ 10.57%
$66.59 - $83.99 $366K - $462K
57.5K $4.82B
SHOP
Shopify Inc.

Technology
15.4K
New
$52.26 - $80.75 $804K - $1.24M
15.4K $1.23B
BMY
Bristol Myers Squibb CO

Healthcare
8.7K
+ 11.87%
$39.66 - $51.75 $345K - $450K
82K $4.24B
AVGO
Broadcom Inc.

Technology
60.8K
+ 937.04%
$136.27 - $1745.86 $8.28M - $106M
67.3K $11.6B
KKR
Kkr & Co. Inc.

Financial Services
1.98K
+ 5.45%
$104.51 - $133.23 $207K - $264K
38.3K $5B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.25K
+ 0.72%
$106.11 - $113.72 $133K - $142K
176K $19.9B
RTX
Raytheon Technologies Corp

Industrials
842
+ 1.67%
$99.55 - $123.34 $83.8K - $104K
51.3K $6.21B
MUB
Ishares National Muni Bond ETF

ETFs
9.92K
+ 30.63%
$106.13 - $108.7 $1.05M - $1.08M
42.3K $4.6B
VEEV
Veeva Systems Inc

Healthcare
5.04K
+ 175.91%
$180.43 - $223.9 $909K - $1.13M
7.9K $1.66B
VZ
Verizon Communications Inc

Communication Services
3.23K
+ 1.26%
$38.89 - $45.0 $126K - $145K
259K $11.6B
VICI
Vici Properties Inc.

Real Estate
18.5K
+ 19.04%
$27.64 - $34.08 $511K - $631K
116K $3.85B
CMI
Cummins Inc

Industrials
882
+ 5.43%
$266.63 - $326.4 $235K - $288K
17.1K $5.54B
DFS
Discover Financial Services

Financial Services
5.97K
+ 28.08%
$123.41 - $144.72 $737K - $864K
27.2K $3.82B
CL
Colgate Palmolive CO

Consumer Defensive
8.38K
+ 35.0%
$95.54 - $108.77 $801K - $911K
32.3K $3.36B
PNC
Pnc Financial Services Group, Inc.

Financial Services
327
+ 1.0%
$156.14 - $187.2 $51.1K - $61.2K
33.1K $6.12B
MET
Metlife Inc

Financial Services
3.31K
+ 5.5%
$67.96 - $82.48 $225K - $273K
63.6K $5.24B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.15K
+ 5.88%
$69.16 - $76.64 $425K - $471K
111K $8.33B
POST
Post Holdings, Inc.

Consumer Defensive
8.15K
+ 1993.64%
$103.64 - $118.23 $845K - $964K
8.56K $991M
HES
Hess Corp

Energy
6.97K
+ 1584.77%
$126.3 - $155.44 $881K - $1.08M
7.41K $1.01B
ACN
Accenture PLC

Technology
504
+ 3.34%
$295.44 - $355.81 $149K - $179K
15.6K $5.52B
MDT
Medtronic PLC

Healthcare
2.78K
+ 4.77%
$76.84 - $91.03 $214K - $253K
61.1K $5.5B
ARES
Ares Management Corp

Financial Services
5.81K
New
$133.73 - $158.05 $777K - $918K
5.81K $905M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.6K
+ 143.42%
$36.02 - $41.68 $743K - $860K
35K $1.44B
Lazard Inc Com
1.19K
+ 1.74%
N/A
69.8K $3.51B
MSCI
Msci Inc.

Financial Services
1.17K
+ 57.06%
$479.31 - $584.91 $560K - $683K
3.22K $1.87B
IBM
International Business Machines Corp

Technology
3
+ 0.02%
$175.1 - $223.38 $525 - $670
17.9K $3.97B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.95K
+ 30.51%
$147.95 - $191.05 $733K - $946K
21.2K $3.68B
SBUX
Starbucks Corp

Consumer Cyclical
2.73K
+ 9.12%
$72.51 - $98.6 $198K - $269K
32.7K $3.19B
HAS
Hasbro, Inc.

Consumer Cyclical
2.02K
+ 3.97%
$56.54 - $72.32 $114K - $146K
52.9K $3.83B
ETR
Entergy Corp

Utilities
1.49K
+ 5.6%
$104.75 - $131.61 $156K - $195K
28K $3.68B
IDV
Ishares Tr

ETFs
3.16K
+ 1.14%
$27.62 - $30.64 $87.4K - $96.9K
280K $8.48B
TSLA
Tesla, Inc.

Consumer Cyclical
475
+ 4.49%
$191.76 - $263.26 $91.1K - $125K
11K $2.89B
CVS
Cvs Health Corp

Healthcare
10.5K
+ 28.69%
$55.81 - $63.18 $584K - $661K
46.9K $2.95B
Ge Healthcare Technologies Inc Com
7.82K
+ 213.78%
N/A
11.5K $1.08B
EFG
Msci Eafe Growth ETF

ETFs
6.68K
+ 61.28%
$96.84 - $108.77 $647K - $726K
17.6K $1.89B
Kenvue Inc Com
6.9K
+ 5.65%
N/A
129K $2.99B
NI
Nisource Inc.

Utilities
8.92K
+ 11.58%
$28.54 - $34.64 $255K - $309K
86K $2.98B
Linde PLC New Shs Isin#Ie000 S9 Ys762
312
+ 1.96%
N/A
16.2K $7.75B
AXP
American Express CO

Financial Services
870
+ 6.73%
$225.92 - $271.17 $197K - $236K
13.8K $3.74B
URTH
Ishares Msci World ETF

ETFs
4.45K
+ 125.29%
$140.68 - $156.99 $626K - $698K
8K $1.26B
IJK
Ishares S&P Midcap 400 Growth

ETFs
6.53K
+ 20.1%
$84.81 - $93.54 $554K - $611K
39K $3.59B
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.15K
+ 59.03%
$113.41 - $125.62 $585K - $647K
13.9K $1.74B
Activity Summary
Buys All Purchases 656 New Holdings 91 Increased Positions 565 Sells All Sells 444 Reductions 443 Sold out 1 Options Calls 0 Puts 0
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