Institutional Ownership Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD). We have compiled data on the 782 institutions that hold shares in the stock, with a total of 913 Million shares, which have been reported (via 13F filing form) to have a value of $51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
3,843
shares
|
$214,823
0.09% of portfolio
|
Q1 2023
Reduced 1.64%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,820
shares
|
$213,538
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
3,770
shares
|
$210,743
0.08% of portfolio
|
Q4 2023
Reduced 8.05%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
3,754
shares
|
$209,848
0.02% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
3,750
shares
|
$209,625
0.11% of portfolio
|
Q4 2023
Reduced 3.35%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
3,750
shares
|
$209,625
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
3,740
shares
|
$209,066
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
3,739
shares
|
$209,010
0.0% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
3,712
shares
|
$207,500
0.05% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,708
shares
|
$207,277
0.03% of portfolio
|
Q2 2022
Added 0.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
3,707
shares
|
$207,221
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Oct 11, 2024 Q3 2024 |
3,638
shares
|
$203,364
0.01% of portfolio
|
Q3 2024
Reduced 91.67%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
3,634
shares
|
$203,140
0.04% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,629
shares
|
$202,861
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,603
shares
|
$201,407
0.02% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,587
shares
|
$200,513
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
3,567
shares
|
$199,395
0.05% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,559
shares
|
$198,948
0.0% of portfolio
|
Q1 2023
Added 9.37%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
3,558
shares
|
$198,892
0.0% of portfolio
|
Q3 2024
Reduced 25.84%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,528
shares
|
$197,215
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,513
shares
|
$196,376
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,505
shares
|
$195,929
0.01% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,468
shares
|
$193,861
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
3,452
shares
|
$192,966
0.01% of portfolio
|
Q3 2024
Reduced 20.64%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,434
shares
|
$191,960
0.01% of portfolio
|
Q3 2024
New holding
|