Purchases and Sales Made in Q1 2024 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q1 2024. 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 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
83+ 1.08% |
$4.81K - $5.4K
|
7.78K
$407K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
79+ 8.3% |
$4.57K - $5.14K
|
1.03K
$53.9K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
79+ 23.3% |
$4.57K - $5.14K
|
418
$21.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
76+ 1.76% |
$4.4K - $4.94K
|
4.39K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
75+ 0.36% |
$4.34K - $4.88K
|
20.8K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
61New |
$3.53K - $3.97K
|
61
$3.19K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
61+ 1.5% |
$3.53K - $3.97K
|
4.13K
$216K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
54+ 0.61% |
$3.13K - $3.51K
|
8.91K
$466K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
52+ 3.31% |
$3.01K - $3.38K
|
1.62K
$84.7K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
48+ 0.61% |
$2.78K - $3.12K
|
7.92K
$414K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
48New |
$2.78K - $3.12K
|
48
$2.51K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
47+ 0.29% |
$2.72K - $3.06K
|
16K
$837K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
41New |
$2.37K - $2.67K
|
41
$2.14K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36New |
$2.08K - $2.34K
|
36
$1.88K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
36+ 1.0% |
$2.08K - $2.34K
|
3.65K
$191K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
33+ 0.94% |
$1.91K - $2.15K
|
3.53K
$185K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32+ 17.2% |
$1.85K - $2.08K
|
218
$11.4K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
27+ 0.18% |
$1.56K - $1.76K
|
14.8K
$771K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
25+ 0.08% |
$1.45K - $1.63K
|
30.8K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
24+ 0.8% |
$1.39K - $1.56K
|
3.03K
$158K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
22New |
$1.27K - $1.43K
|
22
$1.15K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
21+ 5.59% |
$1.22K - $1.37K
|
397
$20.7K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
15+ 0.3% |
$869 - $976
|
5.08K
$265K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
14+ 0.06% |
$811 - $911
|
22K
$1.15M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
14+ 0.21% |
$811 - $911
|
6.54K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11New |
$637 - $716
|
11
$575
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 0.3% |
$579 - $651
|
3.34K
$175K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 900.0% |
$521 - $585
|
10
$523
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6+ 0.18% |
$347 - $390
|
3.32K
$173K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4New |
$232 - $260
|
4
$209
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.03% |
$174 - $195
|
294
$15.4K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$57.9 - $65.1
|
998
$52.1K
|
|
|
May 08, 2024
Q1 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-1- 0.01% |
$57.9 - $65.1
|
7.88K
$412K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$57.9 - $65.1
|
0
$0
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2- 0.03% |
$116 - $130
|
6.02K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3- 0.78% |
$174 - $195
|
384
$20.1K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5- 0.14% |
$290 - $325
|
3.64K
$190K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7- 0.11% |
$405 - $455
|
6.48K
$338K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-8- 0.17% |
$463 - $520
|
4.65K
$243K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11- 0.32% |
$637 - $716
|
3.38K
$176K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 20.69% |
$695 - $781
|
46
$2.4K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-13- 0.18% |
$753 - $846
|
7.13K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-15- 0.29% |
$869 - $976
|
5.12K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17- 4.7% |
$984 - $1.11K
|
345
$18K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-17- 0.47% |
$984 - $1.11K
|
3.6K
$188K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-17- 0.37% |
$984 - $1.11K
|
4.55K
$238K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-19- 0.29% |
$1.1K - $1.24K
|
6.61K
$346K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.33% |
$1.16K - $1.3K
|
6.02K
$314K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20- 0.82% |
$1.16K - $1.3K
|
2.42K
$126K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 11.76% |
$1.16K - $1.3K
|
150
$7.84K
|