Purchases and Sales Made in Q1 2023 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q1 2023. The information is specifically focused on institutions that hold shares of TORONTO DOMINION BANK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
263+ 0.97% |
$14.8K - $18.4K
|
27.4K
$1.64M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
262New |
$14.8K - $18.4K
|
262
$15.7K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
262+ 1.45% |
$14.8K - $18.4K
|
18.3K
$1.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
253+ 0.79% |
$14.3K - $17.7K
|
32.3K
$1.94M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
253+ 8.67% |
$14.3K - $17.7K
|
3.17K
$190K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
246+ 410.0% |
$13.9K - $17.3K
|
306
$18.3K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
244+ 21.33% |
$13.8K - $17.1K
|
1.39K
$83.2K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
238+ 5.88% |
$13.4K - $16.7K
|
4.29K
$257K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
232+ 3.83% |
$13.1K - $16.3K
|
6.29K
$377K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
222+ 0.64% |
$12.5K - $15.6K
|
34.8K
$2.09M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
216+ 5.32% |
$12.2K - $15.1K
|
4.28K
$256K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
215+ 2.13% |
$12.1K - $15.1K
|
10.3K
$617K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
215New |
$12.1K - $15.1K
|
215
$12.9K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
209+ 6.72% |
$11.8K - $14.7K
|
3.32K
$199K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
202New |
$11.4K - $14.2K
|
202
$12.1K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
200New |
$11.3K - $14K
|
200
$12K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
200+ 17.89% |
$11.3K - $14K
|
1.32K
$79K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
200+ 5.6% |
$11.3K - $14K
|
3.77K
$226K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
200+ 1.05% |
$11.3K - $14K
|
19.2K
$1.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
195+ 83.33% |
$11K - $13.7K
|
429
$25.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
194+ 1.56% |
$10.9K - $13.6K
|
12.7K
$758K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
187+ 0.16% |
$10.5K - $13.1K
|
114K
$6.85M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
184+ 2.34% |
$10.4K - $12.9K
|
8.06K
$483K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
184+ 3.45% |
$10.4K - $12.9K
|
5.52K
$331K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
174+ 7.66% |
$9.81K - $12.2K
|
2.45K
$147K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
163+ 0.8% |
$9.19K - $11.4K
|
20.6K
$1.23M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
155New |
$8.74K - $10.9K
|
155
$9.29K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
150+ 29.41% |
$8.45K - $10.5K
|
660
$39.6K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
140+ 0.46% |
$7.89K - $9.82K
|
30.8K
$1.85M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
140+ 11.48% |
$7.89K - $9.82K
|
1.36K
$81.5K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
128+ 1.97% |
$7.21K - $8.98K
|
6.64K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
124+ 2.3% |
$6.99K - $8.7K
|
5.52K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
123+ 52.79% |
$6.93K - $8.63K
|
356
$21.3K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
115+ 1.56% |
$6.48K - $8.06K
|
7.49K
$449K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
110New |
$6.2K - $7.71K
|
110
$6.59K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
103+ 1.15% |
$5.81K - $7.22K
|
9.09K
$545K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$5.64K - $7.01K
|
100
$5.99K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$5.64K - $7.01K
|
100
$5.99K
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
78+ 0.56% |
$4.4K - $5.47K
|
14.1K
$847K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
75+ 1.02% |
$4.23K - $5.26K
|
7.41K
$444K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
72New |
$4.06K - $5.05K
|
72
$4.32K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
70+ 0.3% |
$3.95K - $4.91K
|
23.7K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
65+ 46.43% |
$3.66K - $4.56K
|
205
$12.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
63+ 1.21% |
$3.55K - $4.42K
|
5.29K
$317K
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
BUY
|
- |
54+ 0.09% |
$3.04K - $3.79K
|
62.5K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
54+ 0.91% |
$3.04K - $3.79K
|
5.96K
$357K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
54+ 1.47% |
$3.04K - $3.79K
|
3.72K
$223K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
52+ 5.46% |
$2.93K - $3.65K
|
1K
$60.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
47New |
$2.65K - $3.3K
|
47
$2.82K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
46+ 9.56% |
$2.59K - $3.23K
|
527
$31.6K
|