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
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-95- 1.1% |
$5.35K - $6.66K
|
8.52K
$500K
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-96- 1.97% |
$5.41K - $6.73K
|
4.78K
$281K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-97- 4.56% |
$5.47K - $6.8K
|
2.03K
$119K
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-99- 0.3% |
$5.58K - $6.94K
|
33.1K
$1.94M
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 29.07% |
$5.64K - $7.01K
|
244
$14.3K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-113- 9.35% |
$6.37K - $7.92K
|
1.1K
$64.3K
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-117- 2.39% |
$6.59K - $8.21K
|
4.79K
$281K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-127- 4.33% |
$7.16K - $8.91K
|
2.81K
$165K
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-134- 0.13% |
$7.55K - $9.4K
|
100K
$5.9M
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-134- 18.33% |
$7.55K - $9.4K
|
597
$35.1K
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-138- 86.79% |
$7.78K - $9.68K
|
21
$1.23K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-146- 1.16% |
$8.23K - $10.2K
|
12.5K
$733K
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-154- 2.25% |
$8.68K - $10.8K
|
6.68K
$392K
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
SELL
|
- |
-154- 0.41% |
$8.68K - $10.8K
|
37.4K
$2.2M
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-155- 2.47% |
$8.74K - $10.9K
|
6.11K
$359K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-160- 4.95% |
$9.02K - $11.2K
|
3.07K
$180K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-169- 0.8% |
$9.52K - $11.9K
|
21K
$1.23M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-174- 3.88% |
$9.81K - $12.2K
|
4.31K
$253K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-182- 0.22% |
$10.3K - $12.8K
|
82.8K
$4.86M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-200- 0.19% |
$11.3K - $14K
|
103K
$6.06M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-200- 2.25% |
$11.3K - $14K
|
8.69K
$510K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-200- 4.4% |
$11.3K - $14K
|
4.34K
$255K
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-200- 1.95% |
$11.3K - $14K
|
10K
$590K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-202- 9.01% |
$11.4K - $14.2K
|
2.04K
$120K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-203- 5.65% |
$11.4K - $14.2K
|
3.39K
$199K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-206- 4.54% |
$11.6K - $14.4K
|
4.33K
$254K
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-220- 0.71% |
$12.4K - $15.4K
|
30.8K
$1.81M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-226- 3.09% |
$12.7K - $15.8K
|
7.09K
$417K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-227- 16.67% |
$12.8K - $15.9K
|
1.14K
$66.7K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-229- 3.0% |
$12.9K - $16.1K
|
7.41K
$435K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-232- 11.72% |
$13.1K - $16.3K
|
1.75K
$103K
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-274- 2.5% |
$15.4K - $19.2K
|
10.7K
$629K
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
SELL
|
- |
-276- 0.89% |
$15.6K - $19.4K
|
30.8K
$1.81M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-286- 6.17% |
$16.1K - $20.1K
|
4.35K
$255K
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-286- 9.65% |
$16.1K - $20.1K
|
2.68K
$157K
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-306- 7.7% |
$17.2K - $21.5K
|
3.67K
$215K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-314- 8.68% |
$17.7K - $22K
|
3.3K
$194K
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-321- 7.3% |
$18.1K - $22.5K
|
4.08K
$240K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-324- 5.78% |
$18.3K - $22.7K
|
5.29K
$311K
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-329- 1.33% |
$18.5K - $23.1K
|
24.4K
$1.43M
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-350- 8.82% |
$19.7K - $24.5K
|
3.62K
$213K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-363- 5.82% |
$20.5K - $25.5K
|
5.88K
$345K
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-375- 2.49% |
$21.1K - $26.3K
|
14.7K
$864K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-386- 8.11% |
$21.8K - $27.1K
|
4.37K
$257K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-396- 26.33% |
$22.3K - $27.8K
|
1.11K
$65.1K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-407- 34.91% |
$22.9K - $28.5K
|
759
$44.6K
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-412- 0.92% |
$23.2K - $28.9K
|
44.3K
$2.6M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-431- 13.0% |
$24.3K - $30.2K
|
2.88K
$169K
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-446- 3.06% |
$25.1K - $31.3K
|
14.1K
$830K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-446- 10.19% |
$25.1K - $31.3K
|
3.93K
$231K
|