Latest Institutional Transactions on Toronto Dominion Bank (TD)
This table provides information on the latest institutional transactions involving Toronto Dominion Bank (TD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
6.16KNew |
$318K - $393K
|
6.16K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
38.7KNew |
$2M - $2.47M
|
38.7K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.5K- 17.9% |
$181K - $223K
|
16.1K
$917K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
13New |
$670 - $829
|
13
$742
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-12K- 41.97% |
$616K - $763K
|
16.5K
$943K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
60K+ 0.36% |
$3.09M - $3.83M
|
16.6M
$946M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.15K+ 18.04% |
$111K - $137K
|
14.1K
$802K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-6.86K- 8.31% |
$353K - $437K
|
75.7K
$4.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
47+ 12.67% |
$2.42K - $3K
|
418
$23.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-16- 0.18% |
$825 - $1.02K
|
9.08K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
39+ 1.72% |
$2.01K - $2.49K
|
2.3K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-396- 44.15% |
$20.4K - $25.3K
|
501
$28.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
205+ 0.46% |
$10.6K - $13.1K
|
44.7K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
8.07K+ 5.79% |
$416K - $515K
|
147K
$8.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
605New |
$31.2K - $38.6K
|
605
$34.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
481+ 26.31% |
$24.8K - $30.7K
|
2.31K
$132K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.96KNew |
$101K - $125K
|
1.96K
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.78K- 59.63% |
$91.8K - $114K
|
1.21K
$68.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-5.68K- 40.08% |
$293K - $362K
|
8.49K
$484K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.22K- 42.49% |
$114K - $142K
|
3.01K
$171K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
357+ 1.81% |
$18.4K - $22.8K
|
20.1K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-110- 2.2% |
$5.67K - $7.02K
|
4.89K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Heathbridge Capital Management Ltd.
|
BUY
|
- |
48.6K+ 19.17% |
$2.51M - $3.1M
|
302K
$17.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-51- 13.78% |
$2.63K - $3.25K
|
319
$18.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.2K- 6.62% |
$61.9K - $76.6K
|
16.9K
$966K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-767- 19.2% |
$39.5K - $48.9K
|
3.23K
$184K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
349New |
$18K - $22.3K
|
349
$19.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-800- 6.79% |
$41.2K - $51K
|
11K
$626K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-42- 35.0% |
$2.17K - $2.68K
|
78
$4.45K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.4K+ 22.37% |
$72.3K - $89.4K
|
7.67K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
96.1K+ 20.65% |
$4.96M - $6.13M
|
561K
$32M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.86M- 32.01% |
$96.1M - $119M
|
3.96M
$226M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
21.8K+ 12.82% |
$1.12M - $1.39M
|
192K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-50- 33.33% |
$2.58K - $3.19K
|
100
$5.71K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.98K- 39.69% |
$411K - $509K
|
12.1K
$692K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-85.1K- 47.57% |
$4.39M - $5.43M
|
93.8K
$5.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-609- 1.76% |
$31.4K - $38.9K
|
34K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-667- 2.94% |
$34.4K - $42.6K
|
22K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-6.71K- 73.7% |
$346K - $428K
|
2.4K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50New |
$2.58K - $3.19K
|
50
$2.85K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-127K- 95.93% |
$6.55M - $8.11M
|
5.4K
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-9.61K- 1.76% |
$496K - $613K
|
537K
$30.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.82KNew |
$197K - $243K
|
3.82K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-35- 0.54% |
$1.8K - $2.23K
|
6.47K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.46K+ 19.15% |
$75.3K - $93.1K
|
9.09K
$519K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
110+ 2.2% |
$5.67K - $7.02K
|
5.11K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-137- 3.51% |
$7.06K - $8.74K
|
3.76K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
298New |
$15.4K - $19K
|
298
$17K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-12.5K- 50.25% |
$642K - $795K
|
12.3K
$704K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-632- 7.52% |
$32.6K - $40.3K
|
7.77K
$444K
|