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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
19.2KNew |
$1.09M - $1.2M
|
19.2K
$1.15M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.8KNew |
$215K - $236K
|
3.8K
$228K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
342+ 94.48% |
$19.4K - $21.3K
|
704
$42.2K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
21+ 0.34% |
$1.19K - $1.31K
|
6.16K
$369K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
76+ 0.52% |
$4.3K - $4.73K
|
14.6K
$873K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 1.94% |
$170 - $187
|
158
$9.47K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-127- 2.08% |
$7.19K - $7.91K
|
5.99K
$359K
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.19K- 25.6% |
$67.6K - $74.3K
|
3.47K
$208K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
393New |
$22.2K - $24.5K
|
393
$23.5K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-195- 45.45% |
$11K - $12.1K
|
234
$14K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14New |
$792 - $872
|
14
$839
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.63KNew |
$205K - $226K
|
3.63K
$217K
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
126+ 1.19% |
$7.13K - $7.84K
|
10.7K
$643K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
700+ 31.96% |
$39.6K - $43.6K
|
2.89K
$173K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-378- 11.39% |
$21.4K - $23.5K
|
2.94K
$176K
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
620+ 23.14% |
$35.1K - $38.6K
|
3.3K
$198K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.28% |
$56.6 - $62.3
|
79
$4.73K
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-530- 80.3% |
$30K - $33K
|
130
$7.79K
|
|
Q1 2023 | |||||||
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
52.5KNew |
$2.96M - $3.68M
|
52.5K
$3.15M
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
23KNew |
$1.3M - $1.61M
|
23K
$1.38M
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
24.5KNew |
$1.38M - $1.72M
|
24.5K
$1.47M
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
21+ 0.42% |
$1.18K - $1.47K
|
5.05K
$302K
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.36KNew |
$189K - $236K
|
3.36K
$201K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
215New |
$12.1K - $15.1K
|
215
$12.9K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 29.07% |
$5.64K - $7.01K
|
244
$14.6K
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
8.88KNew |
$500K - $623K
|
8.88K
$532K
|
|
May 15, 2023
Q1 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
339KNew |
$19.1M - $23.8M
|
339K
$20.3M
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.19M- 82.82% |
$67.3M - $83.7M
|
248K
$14.8M
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
311+ 5.31% |
$17.5K - $21.8K
|
6.17K
$369K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.33K+ 58.86% |
$131K - $163K
|
6.28K
$376K
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.02K+ 39.37% |
$509K - $633K
|
31.9K
$1.91M
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
1.1KNew |
$62K - $77.1K
|
1.1K
$65.9K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
46+ 9.56% |
$2.59K - $3.23K
|
527
$31.6K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16- 32.65% |
$902 - $1.12K
|
33
$1.98K
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8New |
$451 - $561
|
8
$479
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.09K- 22.86% |
$118K - $147K
|
7.06K
$423K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
65+ 46.43% |
$3.66K - $4.56K
|
205
$12.3K
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
35.5KNew |
$2M - $2.49M
|
35.5K
$2.13M
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.04K+ 30.96% |
$58.4K - $72.7K
|
4.39K
$263K
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
563+ 13.77% |
$31.7K - $39.5K
|
4.65K
$279K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
40New |
$2.25K - $2.81K
|
40
$2.4K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$5.64K - $7.01K
|
100
$5.99K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-6.4K- 58.77% |
$361K - $449K
|
4.49K
$269K
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-1.41K- 28.11% |
$79.4K - $98.8K
|
3.6K
$216K
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 1.56% |
$81.7K - $102K
|
94.3K
$5.65M
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
3.74KNew |
$211K - $262K
|
3.74K
$224K
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
15.6K+ 498.21% |
$878K - $1.09M
|
18.7K
$1.12M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
400New |
$22.5K - $28.1K
|
400
$24K
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-138- 86.79% |
$7.78K - $9.68K
|
21
$1.26K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300New |
$16.9K - $21K
|
300
$18K
|