A detailed history of United Capital Financial Advisers, LLC transactions in Toronto Dominion Bank stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 4,523 shares of TD stock, worth $236,326. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,523
Previous 5,000 9.54%
Holding current value
$236,326
Previous $274,000 4.38%
% of portfolio
0.0%
Previous 0.0%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$54.54 - $64.56 $26,015 - $30,795
-477 Reduced 9.54%
4,523 $286,000
Q2 2024

Aug 14, 2024

SELL
$53.85 - $60.24 $9,369 - $10,481
-174 Reduced 3.36%
5,000 $274,000
Q1 2024

May 15, 2024

SELL
$57.91 - $65.05 $11,987 - $13,465
-207 Reduced 3.85%
5,174 $312,000
Q4 2023

Feb 14, 2024

SELL
$54.9 - $64.8 $70,107 - $82,749
-1,277 Reduced 19.18%
5,381 $347,000
Q3 2023

Nov 14, 2023

SELL
$59.03 - $65.94 $23,612 - $26,376
-400 Reduced 5.67%
6,658 $401,000
Q2 2023

Aug 14, 2023

SELL
$56.6 - $62.25 $19,923 - $21,912
-352 Reduced 4.75%
7,058 $437,000
Q1 2023

Aug 14, 2023

BUY
$56.36 - $70.13 $19,838 - $24,685
352 Added 4.99%
7,410 $443,000
Q1 2023

May 15, 2023

SELL
$56.36 - $70.13 $12,906 - $16,059
-229 Reduced 3.0%
7,410 $443,000
Q4 2022

Feb 14, 2023

BUY
$58.59 - $68.58 $6,034 - $7,063
103 Added 1.37%
7,639 $494,000
Q3 2022

Nov 14, 2022

BUY
$59.68 - $68.93 $449,748 - $519,456
7,536 New
7,536 $462,000
Q3 2021

Nov 15, 2021

SELL
$63.87 - $70.76 $213,198 - $236,196
-3,338 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$64.96 - $73.33 $15,980 - $18,039
246 Added 7.96%
3,338 $234,000
Q1 2021

May 14, 2021

BUY
$56.26 - $66.31 $173,955 - $205,030
3,092 New
3,092 $202,000
Q2 2020

Aug 13, 2020

SELL
$38.47 - $49.17 $182,347 - $233,065
-4,740 Closed
0 $0
Q1 2020

May 15, 2020

SELL
$33.83 - $57.31 $2.62 Million - $4.44 Million
-77,436 Reduced 94.23%
4,740 $201,000
Q4 2019

Feb 14, 2020

BUY
$54.66 - $58.28 $932,991 - $994,781
17,069 Added 26.22%
82,176 $4.61 Million
Q3 2019

Nov 14, 2019

SELL
$53.67 - $59.41 $1.11 Million - $1.23 Million
-20,626 Reduced 24.06%
65,107 $3.79 Million
Q2 2019

Aug 13, 2019

SELL
$54.65 - $58.36 $158,648 - $169,419
-2,903 Reduced 3.28%
85,733 $5 Million
Q1 2019

May 14, 2019

SELL
$49.97 - $58.74 $216,020 - $253,933
-4,323 Reduced 4.65%
88,636 $4.82 Million
Q4 2018

Feb 14, 2019

SELL
$48.31 - $61.15 $503,873 - $637,794
-10,430 Reduced 10.09%
92,959 $4.62 Million
Q3 2018

Nov 14, 2018

BUY
$57.42 - $61.82 $143,779 - $154,797
2,504 Added 2.48%
103,389 $6.29 Million
Q2 2018

Aug 14, 2018

BUY
$54.88 - $59.19 $226,325 - $244,099
4,124 Added 4.26%
100,885 $5.84 Million
Q1 2018

May 15, 2018

BUY
$56.1 - $60.81 $562,907 - $610,167
10,034 Added 11.57%
96,761 $5.5 Million
Q4 2017

Feb 13, 2018

BUY
$55.79 - $58.67 $304,222 - $319,927
5,453 Added 6.71%
86,727 $5.08 Million
Q3 2017

Nov 14, 2017

BUY
$50.06 - $56.46 $374,048 - $421,869
7,472 Added 10.12%
81,274 $4.57 Million
Q2 2017

Aug 14, 2017

BUY
N/A
73,802
73,802 $4.82 Million

Others Institutions Holding TD

About TORONTO DOMINION BANK


  • Ticker TD
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 1,813,100,032
  • Market Cap $94.7B
  • 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

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.