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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-977- 22.51% |
$56.6K - $63.6K
|
3.36K
$201K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-625- 7.99% |
$36.2K - $40.7K
|
7.2K
$431K
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-3.35K- 5.88% |
$194K - $218K
|
53.6K
$3.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-300- 24.41% |
$17.4K - $19.5K
|
929
$55.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-123K- 2.89% |
$7.13M - $8.01M
|
4.14M
$248M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2.5K- 96.15% |
$145K - $163K
|
100
$5.99K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.56K- 25.89% |
$90.5K - $102K
|
4.47K
$268K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-39- 17.97% |
$2.26K - $2.54K
|
178
$10.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
228+ 3.87% |
$13.2K - $14.8K
|
6.12K
$367K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-19- 0.29% |
$1.1K - $1.24K
|
6.61K
$396K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-500- 5.76% |
$29K - $32.5K
|
8.18K
$490K
|
|
| Q4 2023 | |||||||
|
Aug 07, 2024
Q4 2023
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
17KNew |
$935K - $1.1M
|
17K
$1.02M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
801New |
$44K - $51.9K
|
801
$48K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.38KNew |
$186K - $219K
|
3.38K
$203K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
55New |
$3.02K - $3.56K
|
55
$3.3K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
15.5K+ 5032.47% |
$851K - $1M
|
15.8K
$947K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
14New |
$769 - $907
|
14
$839
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
12.8KNew |
$703K - $829K
|
12.8K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-50- 1.35% |
$2.75K - $3.24K
|
3.64K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
30+ 0.65% |
$1.65K - $1.94K
|
4.67K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$11K - $13K
|
200
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1K- 4.13% |
$54.9K - $64.8K
|
23.2K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.54KNew |
$84.7K - $99.9K
|
1.54K
$92.4K
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-5.8K- 6.29% |
$318K - $376K
|
86.4K
$5.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
388+ 9.38% |
$21.3K - $25.1K
|
4.53K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.21KNew |
$341K - $402K
|
6.21K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.65K+ 33.35% |
$90.7K - $107K
|
6.61K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-59.8K- 25.66% |
$3.28M - $3.87M
|
173K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-300- 3.61% |
$16.5K - $19.4K
|
8K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-41.1K- 25.69% |
$2.26M - $2.66M
|
119K
$7.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
200New |
$11K - $13K
|
200
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.28KNew |
$180K - $212K
|
3.28K
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
325New |
$17.8K - $21.1K
|
325
$19.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$763K - $901K
|
13.9K
$833K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5.32K- 45.35% |
$292K - $345K
|
6.41K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-21- 5.4% |
$1.15K - $1.36K
|
368
$22K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2New |
$110 - $130
|
2
$120
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.56KNew |
$195K - $231K
|
3.56K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-100K- 3.57% |
$5.49M - $6.49M
|
2.7M
$162M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-783- 18.63% |
$43K - $50.7K
|
3.42K
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
290+ 17.31% |
$15.9K - $18.8K
|
1.97K
$118K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
13+ 0.31% |
$714 - $842
|
4.26K
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-330- 8.05% |
$18.1K - $21.4K
|
3.77K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-111- 3.18% |
$6.09K - $7.19K
|
3.38K
$203K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$11K - $13K
|
200
$12K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.11KNew |
$171K - $201K
|
3.11K
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.42K+ 31.45% |
$187K - $221K
|
14.3K
$855K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.64K- 26.28% |
$89.9K - $106K
|
4.59K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
18.2KNew |
$999K - $1.18M
|
18.2K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
19New |
$1.04K - $1.23K
|
19
$1.14K
|
|