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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
172+ 5.84% |
$9.14K - $10.5K
|
3.12K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
236+ 122.92% |
$12.5K - $14.4K
|
428
$32K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
406+ 3.91% |
$21.6K - $24.8K
|
10.8K
$808K
|
|
|
May 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
71.2K+ 14.1% |
$3.78M - $4.35M
|
576K
$43.1M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-10K- 15.0% |
$534K - $614K
|
56.9K
$4.26M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-34- 0.73% |
$1.81K - $2.08K
|
4.65K
$348K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
113New |
$6K - $6.91K
|
113
$8.46K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-97- 2.54% |
$5.15K - $5.93K
|
3.72K
$278K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5.23K- 27.94% |
$278K - $320K
|
13.5K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7.85KNew |
$417K - $480K
|
7.85K
$588K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
244+ 3.35% |
$13K - $14.9K
|
7.52K
$563K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-30- 0.13% |
$1.59K - $1.83K
|
23K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.34K- 14.79% |
$71.4K - $82.2K
|
7.74K
$580K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-47- 4.87% |
$2.5K - $2.87K
|
918
$68.7K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-29.8K- 38.52% |
$1.58M - $1.82M
|
47.6K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-569- 2.52% |
$30.2K - $34.8K
|
22K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.41K+ 0.3% |
$181K - $208K
|
1.14M
$85.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.75K- 17.43% |
$92.9K - $107K
|
8.28K
$620K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
933+ 13.49% |
$49.6K - $57.1K
|
7.85K
$587K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
39+ 50.0% |
$2.07K - $2.38K
|
117
$8.76K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.46KNew |
$184K - $211K
|
3.46K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.25K- 45.99% |
$120K - $138K
|
2.64K
$198K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.2K+ 195.04% |
$2.4M - $2.77M
|
68.4K
$5.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
113KNew |
$5.99M - $6.9M
|
113K
$8.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.79K- 12.94% |
$95K - $109K
|
12K
$900K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
282+ 6.23% |
$15K - $17.2K
|
4.81K
$360K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
242New |
$12.9K - $14.8K
|
242
$18.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.18K- 13.91% |
$62.7K - $72.2K
|
7.31K
$547K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-22- 6.3% |
$1.17K - $1.35K
|
327
$24.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
190+ 14.5% |
$10.1K - $11.6K
|
1.5K
$112K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.4K+ 100.17% |
$3.05M - $3.51M
|
115K
$8.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-84- 0.04% |
$4.46K - $5.14K
|
217K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
919+ 13.84% |
$48.8K - $56.2K
|
7.56K
$566K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.01K- 10.39% |
$53.4K - $61.5K
|
8.68K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
123New |
$6.53K - $7.52K
|
123
$9.21K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
128+ 10.3% |
$6.8K - $7.83K
|
1.37K
$103K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.67K+ 18.97% |
$142K - $163K
|
16.7K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-500- 1.29% |
$26.6K - $30.6K
|
38.2K
$2.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-195- 2.22% |
$10.4K - $11.9K
|
8.6K
$644K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-4.1K- 5.42% |
$218K - $251K
|
71.6K
$5.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.67K- 38.5% |
$248K - $285K
|
7.45K
$558K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.14K+ 0.21% |
$60.4K - $69.5K
|
538K
$40.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
400+ 55.71% |
$21.2K - $24.5K
|
1.12K
$83.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.22K- 57.72% |
$436K - $502K
|
6.02K
$451K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-415- 20.6% |
$22K - $25.4K
|
1.6K
$120K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-50- 50.0% |
$2.66K - $3.06K
|
50
$3.74K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-71.7K- 46.62% |
$3.81M - $4.38M
|
82.1K
$6.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60New |
$3.19K - $3.67K
|
60
$4.49K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
80+ 0.93% |
$4.25K - $4.89K
|
8.67K
$649K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
155+ 12.02% |
$8.23K - $9.48K
|
1.44K
$108K
|